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Franklin International Core Dividend Tilt Index ETF

66 hedge funds and large institutions have $262M invested in Franklin International Core Dividend Tilt Index ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

288% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 8

52% more capital invested

Capital invested by funds: $172M → $262M (+$90M)

40% more funds holding

Funds holding: 4766 (+19)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5.33% less ownership

Funds ownership: 71.26%65.93% (-5.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
66
Holders Change
+19
Holders Change %
+40.43%
% of All Funds
1.04%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
31
Reduced
8
Closed
4
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$13K
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
51
Silver Oak Securities
Tennessee
$236K
SWM
52
Silverlake Wealth Management
Vermont
$227K +$227K +7,766 New
JWCA
53
J.W. Cole Advisors
Florida
$222K +$222K +7,600 New
Franklin Resources
54
Franklin Resources
California
$209K
WP
55
WealthShield Partners
North Carolina
$198K +$198K +6,761 New
JP Morgan Chase
56
JP Morgan Chase
New York
$144K +$144K +4,918 New
PTC
57
Private Trust Company
Ohio
$86.6K -$5.5K -188 -6%
HFM
58
Hartford Financial Management
Connecticut
$62.4K +$59.7K +2,040 +2,170%
KFS
59
Kelly Financial Services
Massachusetts
$52K +$52K +1,778 New
HI
60
Harbour Investments
Wisconsin
$42.8K +$6.47K +221 +18%
FDCDDQ
61
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.9K
TRCT
62
Tower Research Capital (TRC)
New York
$16.3K +$16.3K +558 New
PB
63
Pinnacle Bancorp
Nebraska
$14.8K
Bank of America
64
Bank of America
North Carolina
$5.06K +$1.46K +50 +41%
SS
65
Sunbelt Securities
Texas
$4.74K -$1.55K -53 -25%
GRP
66
Global Retirement Partners
California
$2.22K +$2.23K +76 New
Citadel Advisors
67
Citadel Advisors
Florida
-$2.73M -94,880 Closed
ASN
68
Advisory Services Network
Georgia
-$117K -4,077 Closed
TCWA
69
Ten Capital Wealth Advisors
Washington
-$17.7K -616 Closed
CFD
70
Creative Financial Designs
Indiana
-$3.16K -110 Closed

DIVI Hedge Fund Activity: Q2 2023 in Review

66 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Franklin International Core Dividend Tilt Index ETF (DIVI) for Q2 2023, worth a combined $262M — up 52% from $172M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DIVI positions and 4 closed out — a net gain of 19 holders — while 31 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $41.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.73M sold.

  • 66 institutional investors held Franklin International Core Dividend Tilt Index ETF (DIVI) as of Q2 2023, up from 47 in Q1 2023.
  • Funds reported $262M of Franklin International Core Dividend Tilt Index ETF stock for Q2 2023, up 52% quarter-over-quarter.
  • 23 funds opened new Franklin International Core Dividend Tilt Index ETF positions in Q2 2023 and 4 closed out, a net change of +19 holders.
  • The largest Franklin International Core Dividend Tilt Index ETF buyer in Q2 2023 was LPL Financial, an estimated $41.1M added.
  • The largest Franklin International Core Dividend Tilt Index ETF seller in Q2 2023 was Citadel Advisors, an estimated $2.73M sold.

Based on aggregated 13F filings for Q2 2023.