We are live on ! Find out more
FLMI icon

Franklin Dynamic Municipal Bond ETF

96 hedge funds and large institutions have $259M invested in Franklin Dynamic Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 3

220% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 15

28% more capital invested

Capital invested by funds: $203M → $259M (+$56M)

22% more funds holding

Funds holding: 7996 (+17)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.24% less ownership

Funds ownership: 63.86%62.62% (-1.2%)

Holders
96
Holders Change
+17
Holders Change %
+21.52%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
48
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$63.3M +$37.8M +1,528,430 +144%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$31.9M +$650K +26,293 +2%
CBT
3
Central Bank & Trust
Kentucky
$18.3M -$2.91M -117,717 -14%
Ameriprise
4
Ameriprise
Minnesota
$14.1M +$4.44M +179,468 +45%
Raymond James Financial
5
Raymond James Financial
Florida
$11.7M +$11.9M +480,164 New
SA
6
Sanctuary Advisors
Indiana
$9.32M +$588K +23,762 +7%
KPWS
7
Kestra Private Wealth Services
Texas
$6.96M +$760K +30,718 +12%
JP Morgan Chase
8
JP Morgan Chase
New York
$5.75M +$170K +6,862 +3%
Mariner
9
Mariner
Kansas
$4.49M +$299K +12,107 +7%
HighTower Advisors
10
HighTower Advisors
Illinois
$4.35M +$1.39M +56,070 +46%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$4.04M +$312K +12,611 +8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.9M +$794K +32,114 +25%
SWP
13
ShoreHaven Wealth Partners
New Jersey
$3.73M +$111K +4,473 +3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$3.65M +$965K +39,007 +35%
IAA
15
Independent Advisor Alliance
North Carolina
$3.62M +$3.67M +148,314 New
AFTS
16
American Financial & Tax Strategies
New York
$3.46M +$6.01K +243 +0.2%
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$3.21M -$783K -31,652 -19%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.13M +$1.16M +47,046 +58%
OPAM
19
Ocean Park Asset Management
California
$2.89M +$2.93M +118,300 New
AF
20
Abound Financial
California
$2.87M +$2.91M +117,565 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.75M +$92.6K +3,742 +3%
GT
22
Glenview Trust
Kentucky
$2.61M +$2.65M +106,938 New
SPIA
23
Steward Partners Investment Advisory
New York
$2.02M +$405K +16,372 +25%
PAG
24
Private Advisor Group
New Jersey
$1.91M +$143K +5,788 +8%
ODA
25
One Degree Advisors
California
$1.82M +$660K +26,679 +56%

FLMI Hedge Fund Activity: Q4 2024 in Review

96 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin Dynamic Municipal Bond ETF (FLMI) for Q4 2024, worth a combined $259M — up 28% from $203M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FLMI positions and 3 closed out — a net gain of 22 holders — while 48 added to existing stakes and 15 trimmed.

The largest buyer was LPL Financial, adding an estimated $37.8M. The largest seller was Franklin Resources, cutting an estimated $9.9M.

  • 96 institutional investors held Franklin Dynamic Municipal Bond ETF (FLMI) as of Q4 2024, up from 79 in Q3 2024.
  • Funds reported $259M of Franklin Dynamic Municipal Bond ETF stock for Q4 2024, up 28% quarter-over-quarter.
  • 25 funds opened new Franklin Dynamic Municipal Bond ETF positions in Q4 2024 and 3 closed out, a net change of +22 holders.
  • The largest Franklin Dynamic Municipal Bond ETF buyer in Q4 2024 was LPL Financial, an estimated $37.8M added.
  • The largest Franklin Dynamic Municipal Bond ETF seller in Q4 2024 was Franklin Resources, an estimated $9.9M sold.

Based on aggregated 13F filings for Q4 2024.