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Franklin International Core Dividend Tilt Index ETF

96 hedge funds and large institutions have $454M invested in Franklin International Core Dividend Tilt Index ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 21

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

26% more capital invested

Capital invested by funds: $362M → $454M (+$92.3M)

10% more funds holding

Funds holding: 8796 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.36% less ownership

Funds ownership: 62.64%60.28% (-2.4%)

Holders
96
Holders Change
+9
Holders Change %
+10.34%
% of All Funds
1.38%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
47
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$115M +$5.07M +163,328 +5%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$44.9M -$1.02K -33 -0%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$23.8M +$655K +21,105 +3%
NA
4
NewEdge Advisors
Louisiana
$23.8M +$2.03M +65,304 +10%
Jane Street
5
Jane Street
New York
$20.7M +$11.5M +369,045 +134%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$17.5M -$924K -29,750 -5%
TWM
7
TriaGen Wealth Management
California
$14.8M +$4.87M +156,961 +52%
GA
8
Goldstein Advisors
Wisconsin
$14.5M +$952K +30,663 +7%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$11.2M +$10.4M +333,490 +2,522%
CAN
10
Cetera Advisor Networks
California
$9.6M +$3.71M +119,430 +67%
KPWS
11
Kestra Private Wealth Services
Texas
$9.51M +$2.15M +69,346 +31%
VIA
12
Vickerman Investment Advisors
Washington
$9.5M +$21.9K +706 +0.2%
MML Investors Services
13
MML Investors Services
Massachusetts
$9.14M -$5.88M -189,269 -40%
LWP
14
LMG Wealth Partners
Louisiana
$6.41M +$539K +17,348 +10%
Mariner
15
Mariner
Kansas
$6.22M +$237K +7,622 +4%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$6.05M +$5.11M +164,560 +705%
SMG
17
Smart Money Group
Texas
$5.6M +$449K +14,477 +9%
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$5.59M +$5.39M +173,577 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$5.25M +$2.4M +77,415 +90%
CSPIA
20
Cary Street Partners Investment Advisory
Virginia
$5.01M -$450K -14,503 -9%
TFS
21
Thoroughbred Financial Services
Tennessee
$4.82M -$579K -18,652 -11%
TAM
22
Titleist Asset Management
Texas
$4.8M +$188K +6,061 +4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.78M +$2.79M +89,734 +153%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.6M +$3.37M +108,587 +317%
OL
25
Owen LaRue
Kentucky
$4.16M +$1.62M +52,040 +67%

DIVI Hedge Fund Activity: Q1 2024 in Review

96 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Franklin International Core Dividend Tilt Index ETF (DIVI) for Q1 2024, worth a combined $454M — up 26% from $362M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DIVI positions and 8 closed out — a net gain of 9 holders — while 47 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, adding an estimated $11.5M. The largest seller was MML Investors Services, cutting an estimated $5.88M.

  • 96 institutional investors held Franklin International Core Dividend Tilt Index ETF (DIVI) as of Q1 2024, up from 87 in Q4 2023.
  • Funds reported $454M of Franklin International Core Dividend Tilt Index ETF stock for Q1 2024, up 26% quarter-over-quarter.
  • 17 funds opened new Franklin International Core Dividend Tilt Index ETF positions in Q1 2024 and 8 closed out, a net change of +9 holders.
  • The largest Franklin International Core Dividend Tilt Index ETF buyer in Q1 2024 was Jane Street, an estimated $11.5M added.
  • The largest Franklin International Core Dividend Tilt Index ETF seller in Q1 2024 was MML Investors Services, an estimated $5.88M sold.

Based on aggregated 13F filings for Q1 2024.