We are live on ! Find out more
DIVI icon

Franklin International Core Dividend Tilt Index ETF

116 hedge funds and large institutions have $543M invested in Franklin International Core Dividend Tilt Index ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

83% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 29

18% more capital invested

Capital invested by funds: $459M → $543M (+$83.3M)

13% more funds holding

Funds holding: 103116 (+13)

0.55% more ownership

Funds ownership: 54.37%54.92% (+0.55%)

Holders
116
Holders Change
+13
Holders Change %
+12.62%
% of All Funds
1.67%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
19
Increased
53
Reduced
29
Closed
5
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$5.34M +$645K +20,048 +14%
CSPIA
27
Cary Street Partners Investment Advisory
Virginia
$4.57M
MML Investors Services
28
MML Investors Services
Massachusetts
$4.48M +$583K +18,128 +16%
OL
29
Owen LaRue
Kentucky
$4.14M -$773K -24,022 -16%
Jane Street
30
Jane Street
New York
$4.01M -$1.43M -44,594 -27%
EH
31
Equitable Holdings
New York
$3.99M +$75K +2,331 +2%
DWM
32
Defined Wealth Management
Oregon
$3.98M +$41.3K +1,285 +1%
Stifel Financial
33
Stifel Financial
Missouri
$3.24M +$776K +24,117 +33%
RJA
34
Raymond James & Associates
Florida
$3.23M +$295K +9,177 +10%
MA
35
Mutual Advisors
Nebraska
$3.01M -$57.1K -1,776 -2%
Osaic Holdings
36
Osaic Holdings
Arizona
$2.97M -$169K -5,243 -6%
PRI
37
Prepared Retirement Institute
Pennsylvania
$2.78M +$1.6M +49,680 +145%
AWS
38
Atria Wealth Solutions
New York
$2.73M -$39.1K -1,214 -1%
P
39
&Partners
Tennessee
$2.46M +$2.38M +74,054 New
HI
40
Harbour Investments
Wisconsin
$2.33M +$545K +16,936 +32%
CW
41
CreativeOne Wealth
Kansas
$2.1M +$818K +25,411 +67%
BCI
42
Brinker Capital Investments
Pennsylvania
$1.92M +$3.64K +113 +0.2%
OPS
43
Orion Portfolio Solutions
Nebraska
$1.92M +$3.64K +113 +0.2%
RA
44
RFG Advisory
Alabama
$1.67M +$1.62M +50,382 New
Franklin Resources
45
Franklin Resources
California
$1.58M +$54.1K +1,681 +4%
OC
46
OxenFree Capital
Florida
$1.57M -$11.9K -370 -0.8%
CCMG
47
Clark Capital Management Group
Pennsylvania
$1.43M
CAL
48
Capital Analysts LLC
Pennsylvania
$1.32M -$10.4K -322 -0.8%
BWP
49
Baldwin Wealth Partners
Massachusetts
$1.28M +$1.24M +38,551 New
PFS
50
Prospera Financial Services
Texas
$1.27M -$30.4K -946 -2%

DIVI Hedge Fund Activity: Q3 2024 in Review

116 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Franklin International Core Dividend Tilt Index ETF (DIVI) for Q3 2024, worth a combined $543M — up 18% from $459M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DIVI positions and 5 closed out — a net gain of 14 holders — while 53 added to existing stakes and 29 trimmed.

The largest buyer was Legacy Financial Advisors, opening a new position worth an estimated $19.4M. The largest seller was Goldstein Advisors, cutting an estimated $13.9M.

  • 116 institutional investors held Franklin International Core Dividend Tilt Index ETF (DIVI) as of Q3 2024, up from 103 in Q2 2024.
  • Funds reported $543M of Franklin International Core Dividend Tilt Index ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 19 funds opened new Franklin International Core Dividend Tilt Index ETF positions in Q3 2024 and 5 closed out, a net change of +14 holders.
  • The largest Franklin International Core Dividend Tilt Index ETF buyer in Q3 2024 was Legacy Financial Advisors, an estimated $19.4M added.
  • The largest Franklin International Core Dividend Tilt Index ETF seller in Q3 2024 was Goldstein Advisors, an estimated $13.9M sold.

Based on aggregated 13F filings for Q3 2024.