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Franklin International Core Dividend Tilt Index ETF

73 hedge funds and large institutions have $287M invested in Franklin International Core Dividend Tilt Index ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 11

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

11% more funds holding

Funds holding: 6673 (+7)

10% more capital invested

Capital invested by funds: $262M → $287M (+$25.4M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.73% less ownership

Funds ownership: 65.93%63.2% (-2.7%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
73
Holders Change
+7
Holders Change %
+10.61%
% of All Funds
1.16%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
44
Reduced
11
Closed
6
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
26
Financial Advocates Investment Management
Washington
$2.34M -$1.3M -44,882 -35%
AWM
27
AE Wealth Management
Kansas
$2.23M +$2.04M +70,390 +735%
OL
28
Owen LaRue
Kentucky
$2.15M +$137K +4,731 +7%
RFM
29
Royal Fund Management
Florida
$1.76M +$147K +5,070 +9%
Franklin Resources
30
Franklin Resources
California
$1.38M +$1.23M +42,371 +592%
PWM
31
Perigon Wealth Management
California
$1.34M +$256K +8,843 +23%
AWM
32
Avaii Wealth Management
Wisconsin
$1.22M +$3.71K +128 +0.3%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.02M +$803K +27,695 +319%
AWS
34
Atria Wealth Solutions
New York
$998K +$494K +17,052 +91%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$980K +$184K +6,336 +22%
ZIMP
36
Zimmermann Investment Management & Planning
Pennsylvania
$882K -$3.36M -115,784 -79%
MML Investors Services
37
MML Investors Services
Massachusetts
$806K +$263K +9,077 +46%
CW
38
CreativeOne Wealth
Kansas
$673K -$267K -9,218 -28%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$663K +$18.6K +643 +3%
AWM
40
Avior Wealth Management
Nebraska
$633K +$67.7K +2,334 +11%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$609K +$16.3K +563 +3%
RJA
42
Raymond James & Associates
Florida
$606K +$630K +21,728 New
KAS
43
Kestra Advisory Services
Texas
$555K -$99.7K -3,438 -15%
Stifel Financial
44
Stifel Financial
Missouri
$544K +$221K +7,607 +64%
Citadel Advisors
45
Citadel Advisors
Florida
$530K +$551K +18,995 New
Bank of America
46
Bank of America
North Carolina
$528K +$544K +18,744 +10,835%
WMWM
47
Whitaker-Myers Wealth Managers
Ohio
$479K +$17.3K +595 +4%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$443K +$207K +7,135 +82%
IA
49
IFP Advisors
Florida
$424K +$441K +15,204 New
CWM
50
Cornerstone Wealth Management
Missouri
$399K +$58 +2 +0%

DIVI Hedge Fund Activity: Q3 2023 in Review

73 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Franklin International Core Dividend Tilt Index ETF (DIVI) for Q3 2023, worth a combined $287M — up 9.7% from $262M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new DIVI positions and 6 closed out — a net gain of 7 holders — while 44 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.9M. The largest seller was Zimmermann Investment Management & Planning, cutting an estimated $3.36M.

  • 73 institutional investors held Franklin International Core Dividend Tilt Index ETF (DIVI) as of Q3 2023, up from 66 in Q2 2023.
  • Funds reported $287M of Franklin International Core Dividend Tilt Index ETF stock for Q3 2023, up 9.7% quarter-over-quarter.
  • 13 funds opened new Franklin International Core Dividend Tilt Index ETF positions in Q3 2023 and 6 closed out, a net change of +7 holders.
  • The largest Franklin International Core Dividend Tilt Index ETF buyer in Q3 2023 was LPL Financial, an estimated $6.9M added.
  • The largest Franklin International Core Dividend Tilt Index ETF seller in Q3 2023 was Zimmermann Investment Management & Planning, an estimated $3.36M sold.

Based on aggregated 13F filings for Q3 2023.