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Franklin Dynamic Municipal Bond ETF

31 hedge funds and large institutions have $70.6M invested in Franklin Dynamic Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

19% more funds holding

Funds holding: 2631 (+5)

16% more capital invested

Capital invested by funds: $61M → $70.6M (+$9.59M)

3.3% more ownership

Funds ownership: 67%70.3% (+3.3%)

Holders
31
Holders Change
+5
Holders Change %
+19.23%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$42.8M +$3.57M +149,999 +9%
LPL Financial
2
LPL Financial
California
$6.86M +$1.47M +61,567 +27%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.84M -$476K -19,987 -11%
BCI
4
Brinker Capital Investments
Pennsylvania
$2.48M +$69.7K +2,928 +3%
OPS
5
Orion Portfolio Solutions
Nebraska
$2.48M +$2.16M +90,819 +713%
Jane Street
6
Jane Street
New York
$2.32M +$2.31M +96,987 New
QA
7
Quantitative Advantage
Minnesota
$2.01M +$414K +17,377 +26%
SWP
8
ShoreHaven Wealth Partners
New Jersey
$1.22M +$902K +37,880 +285%
SWA
9
Stratos Wealth Advisors
Ohio
$782K -$392K -16,450 -33%
LWMNY
10
Landmark Wealth Management (New York)
New York
$768K +$110K +4,600 +17%
MFG
11
Magnus Financial Group
New York
$620K +$123K +5,148 +25%
FTUS
12
Flow Traders U.S.
New York
$475K
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$462K +$49.8K +2,091 +12%
CAN
14
Cetera Advisor Networks
California
$449K +$447K +18,751 New
VWA
15
Visionary Wealth Advisors
Illinois
$432K +$430K +18,070 New
GIA
16
Gladstone Institutional Advisory
Florida
$429K -$30.3K -1,271 -7%
BFA
17
Bill Few Associates
Pennsylvania
$366K
FAIM
18
Financial Advocates Investment Management
Washington
$281K +$55.4K +2,326 +25%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$222K -$12.5K -525 -5%
LSA
20
Lion Street Advisors
Texas
$219K +$218K +9,143 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$217K +$7.31K +307 +4%
PAG
22
Private Advisor Group
New Jersey
$213K +$212K +8,899 New
SPIA
23
Steward Partners Investment Advisory
New York
$173K +$72.9K +3,062 +73%
PTC
24
Private Trust Company
Ohio
$155K
Osaic Holdings
25
Osaic Holdings
Arizona
$132K +$74.7K +3,137 +132%

FLMI Hedge Fund Activity: Q1 2023 in Review

31 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Franklin Dynamic Municipal Bond ETF (FLMI) for Q1 2023, worth a combined $70.6M — up 16% from $61M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FLMI positions and 2 closed out — a net gain of 5 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was Franklin Resources, adding an estimated $3.57M. The largest seller was Sequoia Financial Advisors, exiting entirely with an estimated $3.01M sold.

  • 31 institutional investors held Franklin Dynamic Municipal Bond ETF (FLMI) as of Q1 2023, up from 26 in Q4 2022.
  • Funds reported $70.6M of Franklin Dynamic Municipal Bond ETF stock for Q1 2023, up 16% quarter-over-quarter.
  • 7 funds opened new Franklin Dynamic Municipal Bond ETF positions in Q1 2023 and 2 closed out, a net change of +5 holders.
  • The largest Franklin Dynamic Municipal Bond ETF buyer in Q1 2023 was Franklin Resources, an estimated $3.57M added.
  • The largest Franklin Dynamic Municipal Bond ETF seller in Q1 2023 was Sequoia Financial Advisors, an estimated $3.01M sold.

Based on aggregated 13F filings for Q1 2023.