Franklin International Core Dividend Tilt Index ETF
DIVI
29 hedge funds and large institutions have $72.6M invested in Franklin International Core Dividend Tilt Index ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 1 closing their positions.
1,300% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 1
434% more capital invested
Capital invested by funds: $13.6M → $72.6M (+$59M)
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
81% more funds holding
Funds holding: 16 → 29 (+13)
28.46% more ownership
Funds ownership: 43.59% → 72.06% (+28%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $21K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$28.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.42M |
| 3 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
+$5.91M |
| 4 |
TWM
TriaGen Wealth Management
Calabasas,
California
|
+$3.14M |
| 5 |
VIA
Vickerman Investment Advisors
Spokane,
Washington
|
+$2.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$293K |
| 2 |
JP Morgan Chase
New York
|
-$3K |
| 3 |
Franklin Resources
San Mateo,
California
|
-$327 |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$252 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
26
Creative Financial Designs
Kokomo,
Indiana
| $2.94K | +$503 | +20 | +22% |
|
|
HFM
27
Hartford Financial Management
Hartford,
Connecticut
| $2.51K | – | – | – |
|
|
TCWA
28
Ten Capital Wealth Advisors
Spokane,
Washington
| $1.25K | – | – | – |
|
|
PAG
29
Private Advisor Group
Morristown,
New Jersey
| $1.02K | +$655K | +26,031 | +214% |
|
|
30
JP Morgan Chase
New York
| – | -$3K | -115 | Closed |
|
DIVI Hedge Fund Activity: Q4 2022 in Review
29 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Franklin International Core Dividend Tilt Index ETF (DIVI) for Q4 2022, worth a combined $72.6M — up 434% from $13.6M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DIVI positions and 1 closed out — a net gain of 13 holders — while 9 added to existing stakes and 3 trimmed.
The largest buyer was Retirement Planning Group (Kansas), opening a new position worth an estimated $28.9M. The largest seller was Osaic Holdings, cutting an estimated $293K.
- 29 institutional investors held Franklin International Core Dividend Tilt Index ETF (DIVI) as of Q4 2022, up from 16 in Q3 2022.
- Funds reported $72.6M of Franklin International Core Dividend Tilt Index ETF stock for Q4 2022, up 434% quarter-over-quarter.
- 14 funds opened new Franklin International Core Dividend Tilt Index ETF positions in Q4 2022 and 1 closed out, a net change of +13 holders.
- The largest Franklin International Core Dividend Tilt Index ETF buyer in Q4 2022 was Retirement Planning Group (Kansas), an estimated $28.9M added.
- The largest Franklin International Core Dividend Tilt Index ETF seller in Q4 2022 was Osaic Holdings, an estimated $293K sold.
Based on aggregated 13F filings for Q4 2022.