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Franklin Dynamic Municipal Bond ETF

36 hedge funds and large institutions have $88.5M invested in Franklin Dynamic Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 6

24% more funds holding

Funds holding: 2936 (+7)

14% more capital invested

Capital invested by funds: $77.3M → $88.5M (+$11.1M)

2.62% less ownership

Funds ownership: 72.7%70.08% (-2.6%)

Holders
36
Holders Change
+7
Holders Change %
+24.14%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$41.5M +$354K +14,984 +0.8%
LPL Financial
2
LPL Financial
California
$12.7M +$5.66M +239,775 +77%
CBT
3
Central Bank & Trust
Kentucky
$4.11M +$4.23M +179,205 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4M +$2.83K +120 +0.1%
JP Morgan Chase
5
JP Morgan Chase
New York
$3.47M +$3.56M +151,018 New
SWP
6
ShoreHaven Wealth Partners
New Jersey
$3.07M +$1.38M +58,384 +78%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$2.53M +$16.8K +713 +0.7%
BCI
8
Brinker Capital Investments
Pennsylvania
$2.12M -$2.3M -97,553 -51%
OPS
9
Orion Portfolio Solutions
Nebraska
$2.12M -$2.3M -97,553 -51%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.78M +$460K +19,469 +34%
Jane Street
11
Jane Street
New York
$1.57M +$1.61M +68,308 New
LWMNY
12
Landmark Wealth Management (New York)
New York
$1.1M +$346K +14,656 +44%
LFP
13
Leeward Financial Partners
Washington
$923K +$130K +5,495 +16%
SWA
14
Stratos Wealth Advisors
Ohio
$903K +$28.9K +1,223 +3%
MFG
15
Magnus Financial Group
New York
$799K +$72.2K +3,058 +10%
FAIM
16
Financial Advocates Investment Management
Washington
$746K +$55.2K +2,337 +8%
OMC
17
Old Mission Capital
Illinois
$570K +$367K +15,536 +167%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$472K +$485K +20,547 New
CAN
19
Cetera Advisor Networks
California
$449K +$19K +807 +4%
FTUS
20
Flow Traders U.S.
New York
$435K -$21.2K -900 -5%
VWA
21
Visionary Wealth Advisors
Illinois
$434K +$5.12K +217 +1%
GIA
22
Gladstone Institutional Advisory
Florida
$407K +$4.58K +194 +1%
BFA
23
Bill Few Associates
Pennsylvania
$351K
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$332K -$131K -5,566 -28%
SPIA
25
Steward Partners Investment Advisory
New York
$275K +$72.6K +3,076 +34%

FLMI Hedge Fund Activity: Q3 2023 in Review

36 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Franklin Dynamic Municipal Bond ETF (FLMI) for Q3 2023, worth a combined $88.5M — up 14% from $77.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FLMI positions and 1 closed out — a net gain of 7 holders — while 18 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.66M. The largest seller was Brinker Capital Investments, cutting an estimated $2.3M.

  • 36 institutional investors held Franklin Dynamic Municipal Bond ETF (FLMI) as of Q3 2023, up from 29 in Q2 2023.
  • Funds reported $88.5M of Franklin Dynamic Municipal Bond ETF stock for Q3 2023, up 14% quarter-over-quarter.
  • 8 funds opened new Franklin Dynamic Municipal Bond ETF positions in Q3 2023 and 1 closed out, a net change of +7 holders.
  • The largest Franklin Dynamic Municipal Bond ETF buyer in Q3 2023 was LPL Financial, an estimated $5.66M added.
  • The largest Franklin Dynamic Municipal Bond ETF seller in Q3 2023 was Brinker Capital Investments, an estimated $2.3M sold.

Based on aggregated 13F filings for Q3 2023.