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Franklin International Core Dividend Tilt Index ETF

103 hedge funds and large institutions have $459M invested in Franklin International Core Dividend Tilt Index ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

89% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 27

7% more funds holding

Funds holding: 96103 (+7)

1% more capital invested

Capital invested by funds: $454M → $459M (+$5.48M)

5.91% less ownership

Funds ownership: 60.28%54.37% (-5.9%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
103
Holders Change
+7
Holders Change %
+7.29%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
51
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$115M +$3.54M +110,738 +3%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$44.9M +$1.29M +40,204 +3%
NA
3
NewEdge Advisors
Louisiana
$24.8M +$1.76M +55,085 +7%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$22.2M -$990K -30,961 -4%
TWM
5
TriaGen Wealth Management
California
$14.7M +$387K +12,101 +3%
GA
6
Goldstein Advisors
Wisconsin
$14.4M +$391K +12,210 +3%
SA
7
Sanctuary Advisors
Indiana
$14.3M +$14.6M +456,108 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$12.7M +$1.92M +60,141 +17%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$11.8M -$5.36M -167,488 -31%
KPWS
10
Kestra Private Wealth Services
Texas
$10.4M +$1.18M +36,997 +13%
VIA
11
Vickerman Investment Advisors
Washington
$9.08M -$147K -4,587 -2%
Mariner
12
Mariner
Kansas
$8.14M +$2.14M +66,983 +35%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$8.05M +$3.49M +109,111 +73%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$7.65M +$1.82M +56,788 +30%
LWP
15
LMG Wealth Partners
Louisiana
$6.95M +$740K +23,150 +12%
FHA
16
Flagship Harbor Advisors
Massachusetts
$6.47M +$2.66M +83,299 +67%
TFS
17
Thoroughbred Financial Services
Tennessee
$6.24M +$1.6M +49,963 +33%
SMG
18
Smart Money Group
Texas
$5.99M +$208K +6,503 +4%
Koshinski Asset Management
19
Koshinski Asset Management
Illinois
$5.91M +$407K +12,717 +7%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$5.5M +$413K +12,897 +8%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$5.28M +$838K +26,205 +18%
Jane Street
22
Jane Street
New York
$5.17M -$15.3M -478,043 -74%
TAM
23
Titleist Asset Management
Texas
$5.1M +$441K +13,792 +9%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$4.99M +$4.31M +134,856 +545%
Bank of America
25
Bank of America
North Carolina
$4.98M +$1.85M +57,689 +57%

DIVI Hedge Fund Activity: Q2 2024 in Review

103 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Franklin International Core Dividend Tilt Index ETF (DIVI) for Q2 2024, worth a combined $459M — up 1.2% from $454M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DIVI positions and 4 closed out — a net gain of 10 holders — while 51 added to existing stakes and 27 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $4.47M. The largest seller was Jane Street, cutting an estimated $15.3M.

  • 103 institutional investors held Franklin International Core Dividend Tilt Index ETF (DIVI) as of Q2 2024, up from 96 in Q1 2024.
  • Funds reported $459M of Franklin International Core Dividend Tilt Index ETF stock for Q2 2024, up 1.2% quarter-over-quarter.
  • 14 funds opened new Franklin International Core Dividend Tilt Index ETF positions in Q2 2024 and 4 closed out, a net change of +10 holders.
  • The largest Franklin International Core Dividend Tilt Index ETF buyer in Q2 2024 was Royal Bank of Canada, an estimated $4.47M added.
  • The largest Franklin International Core Dividend Tilt Index ETF seller in Q2 2024 was Jane Street, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2024.