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Franklin Dynamic Municipal Bond ETF

79 hedge funds and large institutions have $203M invested in Franklin Dynamic Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

300% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 11

37% more capital invested

Capital invested by funds: $149M → $203M (+$54.8M)

16% more funds holding

Funds holding: 6879 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.65% less ownership

Funds ownership: 64.51%63.86% (-0.65%)

Holders
79
Holders Change
+11
Holders Change %
+16.18%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
44
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$32M +$30.5M +1,234,863 +2,753%
LPL Financial
2
LPL Financial
California
$26.6M +$3.9M +157,898 +17%
CBT
3
Central Bank & Trust
Kentucky
$21.7M +$4.99M +201,940 +30%
Franklin Resources
4
Franklin Resources
California
$10.4M -$25.3M -1,025,893 -71%
Ameriprise
5
Ameriprise
Minnesota
$9.96M +$8.65M +350,251 +714%
SA
6
Sanctuary Advisors
Indiana
$8.84M +$4.24M +171,643 +93%
KPWS
7
Kestra Private Wealth Services
Texas
$6.36M +$6.28M +254,125 New
Osaic Holdings
8
Osaic Holdings
Arizona
$5.99M -$875K -35,416 -13%
JP Morgan Chase
9
JP Morgan Chase
New York
$5.72M +$466K +18,867 +9%
Mariner
10
Mariner
Kansas
$4.3M +$628K +25,433 +17%
PFGIA
11
Patriot Financial Group Insurance Agency
Massachusetts
$4.08M +$305K +12,335 +8%
Jane Street
12
Jane Street
New York
$3.89M +$2.44M +98,954 +175%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.83M +$380K +15,383 +11%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$3.82M +$981K +39,707 +35%
SWP
15
ShoreHaven Wealth Partners
New Jersey
$3.7M +$49.3K +1,996 +1%
AFTS
16
American Financial & Tax Strategies
New York
$3.53M +$69.5K +2,814 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.19M +$261K +10,556 +9%
HighTower Advisors
18
HighTower Advisors
Illinois
$3.05M +$3.02M +122,062 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.76M +$1.68M +68,033 +160%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.72M +$58.4K +2,364 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$2.03M +$298K +12,069 +17%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$1.85M -$52.2K -2,113 -3%
PAG
23
Private Advisor Group
New Jersey
$1.81M +$797K +32,275 +81%
SWA
24
Stratos Wealth Advisors
Ohio
$1.79M +$532K +21,547 +43%
SPIA
25
Steward Partners Investment Advisory
New York
$1.65M +$632K +25,587 +63%