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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
Ameriprise
51
Ameriprise
Minnesota
$1.14M +$841K +26,151 +318%
SEP
52
Southland Equity Partners
Missouri
$1.11M +$373K +11,589 +53%
RFM
53
Royal Fund Management
Florida
$1.11M -$1.92M -59,662 -64%
GA
54
Goldstein Advisors
Wisconsin
$922K -$13.9M -433,554 -94%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$835K +$810K +25,169 New
SF
56
Slagle Financial
Illinois
$790K +$134K +4,151 +21%
SPIA
57
Steward Partners Investment Advisory
New York
$763K -$1.06M -33,061 -59%
CWM
58
Cornerstone Wealth Management
Missouri
$698K +$30.5K +949 +5%
Lido Advisors
59
Lido Advisors
California
$675K +$655K +20,370 New
KAS
60
Kestra Advisory Services
Texas
$663K -$90.8K -2,821 -12%
JIC
61
Johnson Investment Counsel
Ohio
$637K +$618K +19,223 New
JWCA
62
J.W. Cole Advisors
Florida
$606K +$515 +16 +0.1%
WMWM
63
Whitaker-Myers Wealth Managers
Ohio
$598K -$3.64K -113 -0.6%
FAIM
64
Financial Advocates Investment Management
Washington
$564K -$499K -15,502 -48%
PA
65
PFG Advisors
Arizona
$517K +$285K +8,850 +131%
AAS
66
Avantax Advisory Services
Texas
$506K +$247K +7,669 +101%
CPL
67
CAP Partners LLC
Tennessee
$421K +$409K +12,703 New
SFS
68
Sowell Financial Services
Arkansas
$387K +$740 +23 +0.2%
Empower Advisory Group
69
Empower Advisory Group
Colorado
$381K -$24.5K -762 -6%
BFAG
70
Blackston Financial Advisory Group
Florida
$380K +$369K +11,457 New
MA
71
MONECO Advisors
Connecticut
$366K -$6.85K -213 -2%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$364K -$27.2K -844 -7%
SWM
73
Silverlake Wealth Management
Vermont
$350K +$36.9K +1,148 +12%
HAS
74
HBW Advisory Services
California
$350K +$340K +10,557 New
MF
75
Meridian Financial
Massachusetts
$349K +$14.5K +450 +4%

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.