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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
LPL Financial
1
LPL Financial
California
$105M +$15.3M +534,222 +19%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$42.9M +$1.35M +47,123 +3%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$22.1M +$2.36M +82,475 +13%
NA
4
NewEdge Advisors
Louisiana
$20.6M +$8.8M +307,084 +84%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17.7M +$1.62M +56,447 +11%
MML Investors Services
6
MML Investors Services
Massachusetts
$14.5M +$12.7M +444,189 +1,538%
GA
7
Goldstein Advisors
Wisconsin
$12.9M +$456K +15,926 +4%
TWM
8
TriaGen Wealth Management
California
$9.3M -$3.16M -110,460 -27%
VIA
9
Vickerman Investment Advisors
Washington
$9.05M -$606K -21,169 -7%
Jane Street
10
Jane Street
New York
$8.44M +$3.73M +130,153 +90%
KPWS
11
Kestra Private Wealth Services
Texas
$6.95M +$2.78M +96,875 +75%
Mariner
12
Mariner
Kansas
$5.71M +$607K +21,198 +13%
LWP
13
LMG Wealth Partners
Louisiana
$5.59M +$557K +19,425 +12%
CAN
14
Cetera Advisor Networks
California
$5.5M +$707K +24,661 +16%
CSPIA
15
Cary Street Partners Investment Advisory
Virginia
$5.23M -$436K -15,235 -8%
TFS
16
Thoroughbred Financial Services
Tennessee
$5.18M +$966K +33,730 +25%
SMG
17
Smart Money Group
Texas
$5.08M +$271K +9,469 +6%
TAM
18
Titleist Asset Management
Texas
$4.4M -$10.3K -361 -0.3%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.02M +$273K +9,544 +8%
PAG
20
Private Advisor Group
New Jersey
$3.93M -$1.92M -67,063 -34%
EH
21
Equitable Holdings
New York
$3.89M -$142K -4,959 -4%
DWM
22
Defined Wealth Management
Oregon
$3.59M +$98.5K +3,439 +3%
MA
23
Mutual Advisors
Nebraska
$3.01M +$218K +7,605 +8%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$2.64M +$1.83M +63,939 +293%
Bank of America
25
Bank of America
North Carolina
$2.39M +$1.68M +58,765 +311%

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.