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Franklin Dynamic Municipal Bond ETF

68 hedge funds and large institutions have $149M invested in Franklin Dynamic Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 9

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

10% more capital invested

Capital invested by funds: $135M → $149M (+$13.3M)

5% more funds holding

Funds holding: 6568 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.5% less ownership

Funds ownership: 69.01%64.51% (-4.5%)

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
41
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$35.2M -$8.01M -329,850 -19%
LPL Financial
2
LPL Financial
California
$22.1M +$5.66M +233,081 +35%
CBT
3
Central Bank & Trust
Kentucky
$16.2M +$1.62M +66,526 +11%
Osaic Holdings
4
Osaic Holdings
Arizona
$6.69M +$424K +17,465 +7%
JP Morgan Chase
5
JP Morgan Chase
New York
$5.12M +$679K +27,949 +15%
SA
6
Sanctuary Advisors
Indiana
$4.45M +$4.47M +184,194 New
PFGIA
7
Patriot Financial Group Insurance Agency
Massachusetts
$3.68M +$15K +616 +0.4%
Mariner
8
Mariner
Kansas
$3.57M +$125K +5,154 +4%
SWP
9
ShoreHaven Wealth Partners
New Jersey
$3.56M +$142K +5,865 +4%
AFTS
10
American Financial & Tax Strategies
New York
$3.38M +$80.8K +3,328 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.37M +$433K +17,837 +15%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.85M +$169K +6,974 +6%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$2.76M +$2.74M +113,012 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.6M +$179K +7,362 +7%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$1.85M -$5.34K -220 -0.3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.69M +$667K +27,444 +66%
LFP
17
Leeward Financial Partners
Washington
$1.45M +$98.6K +4,058 +7%
RWA
18
Redhawk Wealth Advisors
Minnesota
$1.44M +$1.07M +44,097 +296%
Jane Street
19
Jane Street
New York
$1.38M +$121K +4,997 +10%
SWA
20
Stratos Wealth Advisors
Ohio
$1.22M +$55.2K +2,272 +5%
Ameriprise
21
Ameriprise
Minnesota
$1.2M +$1.19M +49,069 New
FAIM
22
Financial Advocates Investment Management
Washington
$1.2M +$70.2K +2,890 +6%
BCI
23
Brinker Capital Investments
Pennsylvania
$1.15M +$163K +6,728 +17%
OPS
24
Orion Portfolio Solutions
Nebraska
$1.15M +$163K +6,728 +17%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$1.09M +$1.09M +44,860 New