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Franklin Dynamic Municipal Bond ETF

197 hedge funds and large institutions have $923M invested in Franklin Dynamic Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 113 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 8

335% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 26

37% more capital invested

Capital invested by funds: $673M → $923M (+$250M)

22% more funds holding

Funds holding: 162197 (+35)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.48% less ownership

Funds ownership: 70.72%70.24% (-0.48%)

Holders
197
Holders Change
+35
Holders Change %
+21.6%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
46
Increased
113
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$120M +$25.7M +1,034,603 +27%
Ameriprise
2
Ameriprise
Minnesota
$61.4M +$10.5M +420,241 +21%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$58.8M +$2.33M +93,813 +4%
MAS
4
Meeder Advisory Services
Ohio
$47.1M +$3.88M +155,902 +9%
Wells Fargo
5
Wells Fargo
California
$38.1M +$16.4M +660,284 +76%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$34.9M -$413K -16,625 -1%
Raymond James Financial
7
Raymond James Financial
Florida
$33.9M +$6.32M +254,068 +23%
Bank of America
8
Bank of America
North Carolina
$33.8M +$33.6M +1,350,401 +17,675%
Morgan Stanley
9
Morgan Stanley
New York
$30.2M +$23.7M +951,307 +363%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$29.1M +$7.36M +295,860 +34%
CBT
11
Central Bank & Trust
Kentucky
$17.5M +$5.7K +229 +0%
SA
12
Sanctuary Advisors
Indiana
$16.7M +$2.96M +119,181 +22%
Osaic Holdings
13
Osaic Holdings
Arizona
$15.5M +$924K +37,141 +6%
TA
14
TruWealth Advisors
Louisiana
$15.1M +$4.33M +174,006 +40%
RA
15
RFG Advisory
Alabama
$13.5M -$64.9K -2,611 -0.5%
NEPWA
16
New England Private Wealth Advisors
Massachusetts
$13.1M +$10.7M +431,051 +455%
Truist Financial
17
Truist Financial
North Carolina
$12.9M +$1.45M +58,218 +13%
LC
18
Legacy CG
Texas
$12.5M +$1.06M +42,738 +9%
MFPI
19
Midwest Financial Partners Investments
Minnesota
$11M +$11M +441,555 New
BCI
20
Brinker Capital Investments
Pennsylvania
$10.8M +$210K +8,450 +2%
KPWS
21
Kestra Private Wealth Services
Texas
$9.4M +$385K +15,489 +4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$9.34M +$859K +34,553 +10%
Jane Street
23
Jane Street
New York
$9.05M +$1.98M +79,775 +28%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$8.76M +$2.77M +111,198 +46%
Stifel Financial
25
Stifel Financial
Missouri
$7.97M +$673K +27,044 +9%