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Franklin Dynamic Municipal Bond ETF

23 hedge funds and large institutions have $69.3M invested in Franklin Dynamic Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

3.79% less ownership

Funds ownership: 80.93%77.14% (-3.8%)

4% less funds holding

Funds holding: 2423 (-1)

6% less capital invested

Capital invested by funds: $73.8M → $69.3M (-$4.45M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$37.3M -$24 -1 -0%
MFG
2
Magnus Financial Group
New York
$11.4M +$995K +41,798 +9%
LPL Financial
3
LPL Financial
California
$5.76M +$21.6K +908 +0.4%
Jane Street
4
Jane Street
New York
$2.67M -$1.84M -77,337 -40%
BCI
5
Brinker Capital Investments
Pennsylvania
$2.33M +$367K +15,429 +18%
SWP
6
ShoreHaven Wealth Partners
New Jersey
$2.08M +$271K +11,370 +14%
QA
7
Quantitative Advantage
Minnesota
$1.94M -$128K -5,395 -6%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.7M +$1.13M +47,482 +174%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$683K -$76K -3,192 -10%
SWA
10
Stratos Wealth Advisors
Ohio
$610K +$638K +26,799 New
LWMNY
11
Landmark Wealth Management (New York)
New York
$489K -$220K -9,226 -30%
GIA
12
Gladstone Institutional Advisory
Florida
$473K -$111K -4,659 -18%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$390K +$408K +17,144 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$370K +$387K +16,244 New
OPS
15
Orion Portfolio Solutions
Nebraska
$285K -$214K -8,992 -42%
Citadel Advisors
16
Citadel Advisors
Florida
$283K +$297K +12,459 New
BFEC
17
Benjamin F. Edwards & Company
Missouri
$196K -$31.7K -1,330 -13%
PTC
18
Private Trust Company
Ohio
$147K
SPIA
19
Steward Partners Investment Advisory
New York
$103K +$66K +2,773 +159%
Osaic Holdings
20
Osaic Holdings
Arizona
$70K +$13K +544 +22%
UBS Group
21
UBS Group
Switzerland
$27K +$27.9K +1,171 New
AIP
22
Ameritas Investment Partners
Nebraska
$22K +$13K +548 +120%
FHA
23
First Horizon Advisors
Tennessee
$9K
RJFSA
24
Raymond James Financial Services Advisors
Florida
-$1.78M -75,397 Closed
MA
25
Mutual Advisors
Nebraska
-$561K -23,705 Closed