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Franklin Dynamic Municipal Bond ETF

138 hedge funds and large institutions have $494M invested in Franklin Dynamic Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+14
Holders Change %
+11.29%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
67
Reduced
34
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$70.3M -$4.55M -187,462 -6%
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$52.5M +$2.58M +106,403 +5%
MAS
3
Meeder Advisory Services
Ohio
$38.7M +$38.7M +1,593,429 New
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$31.8M +$530K +21,856 +2%
Ameriprise
5
Ameriprise
Minnesota
$25.7M +$7.5M +309,775 +41%
Raymond James Financial
6
Raymond James Financial
Florida
$20.1M +$5.55M +228,569 +38%
CBT
7
Central Bank & Trust
Kentucky
$18M +$52.1K +2,149 +0.3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$16.5M +$11.5M +472,025 +228%
RA
9
RFG Advisory
Alabama
$13.5M -$105K -4,315 -0.8%
LC
10
Legacy CG
Texas
$11.5M -$391K -16,115 -3%
Wells Fargo
11
Wells Fargo
California
$10.2M +$9.27M +382,143 +1,012%
BCI
12
Brinker Capital Investments
Pennsylvania
$10M +$9.15M +377,170 +1,040%
BWP
13
BlueStem Wealth Partners
Minnesota
$7.7M -$2.48M -102,139 -24%
KPWS
14
Kestra Private Wealth Services
Texas
$7.6M +$419K +17,266 +6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.75M +$356K +14,661 +6%
OPAM
16
Ocean Park Asset Management
California
$6.46M
Osaic Holdings
17
Osaic Holdings
Arizona
$6.26M +$3.06M +126,001 +96%
AC
18
Asio Capital
Kentucky
$5.9M +$5.9M +243,270 New
TA
19
TruWealth Advisors
Louisiana
$5.34M +$125K +5,150 +2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$4.84M -$269K -11,096 -5%
VA
21
VestGen Advisors
Illinois
$4.75M +$24.3K +1,001 +0.5%
Mariner
22
Mariner
Kansas
$4.59M +$30.2K +1,246 +0.7%
PWM
23
Prentice Wealth Management
New York
$4.52M +$1.4M +57,801 +45%
WAAG
24
Wealth Alliance Advisory Group
Kansas
$4.19M +$93.3K +3,845 +2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.93M -$7.37K -304 -0.2%