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Franklin Dynamic Municipal Bond ETF

29 hedge funds and large institutions have $77.3M invested in Franklin Dynamic Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 3

9% more capital invested

Capital invested by funds: $70.6M → $77.3M (+$6.69M)

2.4% more ownership

Funds ownership: 70.3%72.7% (+2.4%)

6% less funds holding

Funds holding: 3129 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$42.8M +$38.3K +1,606 +0.1%
LPL Financial
2
LPL Financial
California
$7.49M +$634K +26,556 +9%
BCI
3
Brinker Capital Investments
Pennsylvania
$4.54M +$2.06M +86,518 +84%
OPS
4
Orion Portfolio Solutions
Nebraska
$4.54M +$2.06M +86,518 +84%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.16M +$327K +13,723 +9%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$2.62M +$2.61M +109,464 New
SWP
7
ShoreHaven Wealth Partners
New Jersey
$1.8M +$573K +24,001 +47%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.39M +$1.38M +58,007 New
SWA
9
Stratos Wealth Advisors
Ohio
$911K +$129K +5,413 +17%
LFP
10
Leeward Financial Partners
Washington
$830K +$829K +34,720 New
LWMNY
11
Landmark Wealth Management (New York)
New York
$796K +$28.2K +1,183 +4%
MFG
12
Magnus Financial Group
New York
$759K +$140K +5,849 +23%
FAIM
13
Financial Advocates Investment Management
Washington
$721K +$441K +18,460 +157%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$478K +$16.5K +692 +4%
FTUS
15
Flow Traders U.S.
New York
$475K
CAN
16
Cetera Advisor Networks
California
$448K
VWA
17
Visionary Wealth Advisors
Illinois
$447K +$15.2K +637 +4%
GIA
18
Gladstone Institutional Advisory
Florida
$419K -$9.43K -395 -2%
BFA
19
Bill Few Associates
Pennsylvania
$366K
BFEC
20
Benjamin F. Edwards & Company
Missouri
$260K +$38.9K +1,632 +18%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$237K +$20.3K +850 +9%
OMC
22
Old Mission Capital
Illinois
$222K +$222K +9,309 New
SPIA
23
Steward Partners Investment Advisory
New York
$213K +$40.4K +1,691 +23%
PTC
24
Private Trust Company
Ohio
$155K
Osaic Holdings
25
Osaic Holdings
Arizona
$120K -$11.1K -467 -8%