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Franklin International Core Dividend Tilt Index ETF

47 hedge funds and large institutions have $172M invested in Franklin International Core Dividend Tilt Index ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,800% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 1

325% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 4

137% more capital invested

Capital invested by funds: $72.6M → $172M (+$99.5M)

62% more funds holding

Funds holding: 2947 (+18)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0.8% less ownership

Funds ownership: 72.06%71.26% (-0.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $19K

Holders
47
Holders Change
+18
Holders Change %
+62.07%
% of All Funds
0.75%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
17
Reduced
4
Closed
1
Calls
Puts
$19K
Net Calls
-$19K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$36.9M +$3.75M +132,615 +12%
LPL Financial
2
LPL Financial
California
$35.2M +$21.5M +760,945 +164%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$15.6M +$15.3M +541,957 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$12.2M +$12M +425,030 New
GA
5
Goldstein Advisors
Wisconsin
$11.6M +$11.4M +402,696 New
TWM
6
TriaGen Wealth Management
California
$10.4M +$287K +10,161 +3%
FPGK
7
Financial Partners Group (Kansas)
Kansas
$6.94M +$194K +6,849 +3%
VIA
8
Vickerman Investment Advisors
Washington
$4.22M +$1.8M +63,719 +77%
TAM
9
Titleist Asset Management
Texas
$3.88M +$3.81M +134,825 New
EH
10
Equitable Holdings
New York
$3.4M +$1.61M +56,975 +93%
ZIMP
11
Zimmermann Investment Management & Planning
Pennsylvania
$3.15M +$3.1M +109,535 New
DWM
12
Defined Wealth Management
Oregon
$2.97M +$2.92M +103,239 New
Citadel Advisors
13
Citadel Advisors
Florida
$2.73M +$2.68M +94,880 New
PAG
14
Private Advisor Group
New Jersey
$2.58M +$1.45M +51,431 +135%
FAIM
15
Financial Advocates Investment Management
Washington
$2.56M +$2.52M +89,192 New
LWP
16
LMG Wealth Partners
Louisiana
$2.33M +$2.29M +80,884 New
Osaic Holdings
17
Osaic Holdings
Arizona
$2.2M +$1.79M +63,459 +483%
TFS
18
Thoroughbred Financial Services
Tennessee
$1.98M -$4.38K -155 -0.2%
AWM
19
Avaii Wealth Management
Wisconsin
$1.66M -$17.5K -620 -1%
RFM
20
Royal Fund Management
Florida
$1.31M +$483K +17,089 +60%
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$1.1M +$1.08M +38,353 New
CW
22
CreativeOne Wealth
Kansas
$740K +$427K +15,085 +141%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$585K +$575K +20,341 New
AWM
24
Avior Wealth Management
Nebraska
$561K +$552K +19,530 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$556K +$547K +19,329 New

DIVI Hedge Fund Activity: Q1 2023 in Review

47 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Franklin International Core Dividend Tilt Index ETF (DIVI) for Q1 2023, worth a combined $172M — up 137% from $72.6M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DIVI positions and 1 closed out — a net gain of 18 holders — while 17 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, adding an estimated $21.5M. The largest seller was Jane Street, cutting an estimated $1.87M.

  • 47 institutional investors held Franklin International Core Dividend Tilt Index ETF (DIVI) as of Q1 2023, up from 29 in Q4 2022.
  • Funds reported $172M of Franklin International Core Dividend Tilt Index ETF stock for Q1 2023, up 137% quarter-over-quarter.
  • 19 funds opened new Franklin International Core Dividend Tilt Index ETF positions in Q1 2023 and 1 closed out, a net change of +18 holders.
  • The largest Franklin International Core Dividend Tilt Index ETF buyer in Q1 2023 was LPL Financial, an estimated $21.5M added.
  • The largest Franklin International Core Dividend Tilt Index ETF seller in Q1 2023 was Jane Street, an estimated $1.87M sold.

Based on aggregated 13F filings for Q1 2023.