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Franklin International Core Dividend Tilt Index ETF

87 hedge funds and large institutions have $362M invested in Franklin International Core Dividend Tilt Index ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

132% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 19

26% more capital invested

Capital invested by funds: $287M → $362M (+$74M)

19% more funds holding

Funds holding: 7387 (+14)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.56% less ownership

Funds ownership: 63.2%62.64% (-0.56%)

Holders
87
Holders Change
+14
Holders Change %
+19.18%
% of All Funds
1.27%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
21
Increased
44
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OL
26
Owen LaRue
Kentucky
$2.37M +$8.39K +293 +0.4%
RFM
27
Royal Fund Management
Florida
$2.26M +$295K +10,306 +16%
Stifel Financial
28
Stifel Financial
Missouri
$1.9M +$1.21M +42,178 +216%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.81M +$643K +22,449 +62%
AWS
30
Atria Wealth Solutions
New York
$1.62M +$487K +17,006 +48%
Franklin Resources
31
Franklin Resources
California
$1.54M +$19K +662 +1%
AWM
32
Avaii Wealth Management
Wisconsin
$1.35M +$4.73K +165 +0.4%
FAIM
33
Financial Advocates Investment Management
Washington
$1.33M -$1.16M -40,627 -48%
RJA
34
Raymond James & Associates
Florida
$1.13M +$429K +14,972 +69%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.05M -$23.8K -829 -2%
CW
36
CreativeOne Wealth
Kansas
$896K +$144K +5,035 +21%
OC
37
OxenFree Capital
Florida
$838K +$781K +27,261 New
FHA
38
Flagship Harbor Advisors
Massachusetts
$795K +$741K +25,865 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$783K +$275K +9,603 +61%
KFS
40
Kelly Financial Services
Massachusetts
$772K +$362K +12,638 +101%
KAS
41
Kestra Advisory Services
Texas
$723K +$105K +3,648 +18%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$717K +$669K +23,339 New
JWCA
43
J.W. Cole Advisors
Florida
$582K +$324K +11,318 +149%
HI
44
Harbour Investments
Wisconsin
$575K +$458K +15,985 +586%
AWM
45
AE Wealth Management
Kansas
$568K -$1.76M -61,418 -77%
WMWM
46
Whitaker-Myers Wealth Managers
Ohio
$551K +$22.2K +776 +5%
BWM
47
Birchcreek Wealth Management
Ohio
$512K +$95.9K +3,348 +25%
SEP
48
Southland Equity Partners
Missouri
$502K +$187K +6,522 +66%
CWM
49
Cornerstone Wealth Management
Missouri
$502K +$57.7K +2,015 +14%
SF
50
Slagle Financial
Illinois
$487K +$583K +20,360 +180%

DIVI Hedge Fund Activity: Q4 2023 in Review

87 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Franklin International Core Dividend Tilt Index ETF (DIVI) for Q4 2023, worth a combined $362M — up 26% from $287M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DIVI positions and 7 closed out — a net gain of 14 holders — while 44 added to existing stakes and 19 trimmed.

The largest buyer was LPL Financial, adding an estimated $15.3M. The largest seller was Financial Partners Group (Kansas), exiting entirely with an estimated $5.99M sold.

  • 87 institutional investors held Franklin International Core Dividend Tilt Index ETF (DIVI) as of Q4 2023, up from 73 in Q3 2023.
  • Funds reported $362M of Franklin International Core Dividend Tilt Index ETF stock for Q4 2023, up 26% quarter-over-quarter.
  • 21 funds opened new Franklin International Core Dividend Tilt Index ETF positions in Q4 2023 and 7 closed out, a net change of +14 holders.
  • The largest Franklin International Core Dividend Tilt Index ETF buyer in Q4 2023 was LPL Financial, an estimated $15.3M added.
  • The largest Franklin International Core Dividend Tilt Index ETF seller in Q4 2023 was Financial Partners Group (Kansas), an estimated $5.99M sold.

Based on aggregated 13F filings for Q4 2023.