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Franklin Dynamic Municipal Bond ETF

54 hedge funds and large institutions have $112M invested in Franklin Dynamic Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

50% more funds holding

Funds holding: 3654 (+18)

27% more capital invested

Capital invested by funds: $88.5M → $112M (+$23.8M)

1.03% less ownership

Funds ownership: 70.08%69.05% (-1%)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
54
Holders Change
+18
Holders Change %
+50%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
12
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$43.8M -$2.47K -106 -0%
LPL Financial
2
LPL Financial
California
$13M -$375K -16,094 -3%
CBT
3
Central Bank & Trust
Kentucky
$7.21M +$2.75M +118,200 +66%
JP Morgan Chase
4
JP Morgan Chase
New York
$6.38M +$2.61M +111,998 +74%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.46M +$4.19M +180,046 +4,645%
SWP
6
ShoreHaven Wealth Partners
New Jersey
$3.03M -$201K -8,640 -6%
AFTS
7
American Financial & Tax Strategies
New York
$2.92M +$2.81M +120,560 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.9M -$1.27M -54,560 -31%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.21M +$318K +13,667 +18%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$2.2M -$453K -19,440 -18%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.15M +$2.06M +88,443 New
PFGIA
12
Patriot Financial Group Insurance Agency
Massachusetts
$1.73M +$1.66M +71,356 New
C
13
Croban
Ohio
$1.49M +$1.42M +61,078 New
BCI
14
Brinker Capital Investments
Pennsylvania
$1.42M -$787K -33,813 -37%
OPS
15
Orion Portfolio Solutions
Nebraska
$1.42M -$787K -33,813 -37%
RJA
16
Raymond James & Associates
Florida
$1.16M +$1.11M +47,661 New
LWMNY
17
Landmark Wealth Management (New York)
New York
$1.14M -$23.2K -997 -2%
LFP
18
Leeward Financial Partners
Washington
$1.13M +$151K +6,468 +16%
APWM
19
Atlas Private Wealth Management
New York
$1.13M +$1.08M +46,550 New
SWA
20
Stratos Wealth Advisors
Ohio
$1.06M +$98.8K +4,244 +11%
FAIM
21
Financial Advocates Investment Management
Washington
$917K +$123K +5,289 +16%
CPCP
22
Cedar Point Capital Partners
Iowa
$837K +$804K +34,519 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$709K +$417K +17,900 +158%
Jane Street
24
Jane Street
New York
$652K -$965K -41,451 -61%
EH
25
Equitable Holdings
New York
$549K +$527K +22,624 New