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Franklin Dynamic Municipal Bond ETF

207 hedge funds and large institutions have $1.31B invested in Franklin Dynamic Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 127 increasing their positions, 28 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 28

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

42% more capital invested

Capital invested by funds: $923M → $1.31B (+$383M)

5% more funds holding

Funds holding: 197207 (+10)

1.51% less ownership

Funds ownership: 70.24%68.73% (-1.5%)

Holders
207
Holders Change
+10
Holders Change %
+5.08%
% of All Funds
2.55%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
34
Increased
127
Reduced
28
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$146M +$26.7M +1,064,622 +22%
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$130M +$71.8M +2,865,141 +121%
Ameriprise
3
Ameriprise
Minnesota
$98.7M +$37.9M +1,512,265 +61%
Bank of America
4
Bank of America
North Carolina
$67M +$33.7M +1,345,211 +99%
MAS
5
Meeder Advisory Services
Ohio
$58.7M +$11.9M +473,020 +25%
Wells Fargo
6
Wells Fargo
California
$53.5M +$15.8M +628,403 +41%
Morgan Stanley
7
Morgan Stanley
New York
$40.5M +$10.5M +420,489 +35%
Raymond James Financial
8
Raymond James Financial
Florida
$40.4M +$6.75M +269,252 +20%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$35.9M +$6.92M +275,864 +24%
AFS
10
Axiom Financial Strategies
Indiana
$33.1M +$33.5M +1,336,255 New
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$31M -$34.6M -1,381,324 -98%
MMA
12
Miracle Mile Advisors
California
$25.6M +$25.9M +1,032,109 New
SA
13
Sanctuary Advisors
Indiana
$19.4M +$2.85M +113,491 +17%
CBT
14
Central Bank & Trust
Kentucky
$19.2M +$1.7M +67,866 +10%
TA
15
TruWealth Advisors
Louisiana
$18.5M +$3.45M +137,674 +23%
NEPWA
16
New England Private Wealth Advisors
Massachusetts
$16.9M +$3.94M +157,342 +30%
LC
17
Legacy CG
Texas
$15.7M +$3.24M +129,055 +26%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$14.3M +$5.65M +225,450 +64%
RA
19
RFG Advisory
Alabama
$14.1M +$611K +24,376 +4%
Stifel Financial
20
Stifel Financial
Missouri
$13.9M +$6.06M +241,652 +75%
Truist Financial
21
Truist Financial
North Carolina
$13.9M +$1.05M +41,895 +8%
Osaic Holdings
22
Osaic Holdings
Arizona
$13.5M -$2.05M -81,832 -13%
Jane Street
23
Jane Street
New York
$13M +$4.07M +162,359 +45%
JP Morgan Chase
24
JP Morgan Chase
New York
$12.5M +$7.84M +312,516 +161%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$11.6M +$2.35M +93,595 +25%