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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
LPL Financial
1
LPL Financial
California
$130M +$8.22M +255,340 +7%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
$49.7M +$2.09M +65,038 +5%
NA
3
NewEdge Advisors
Louisiana
$26.6M +$300K +9,317 +1%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$24.1M +$597K +18,541 +3%
LFA
5
Legacy Financial Advisors
Kentucky
$20M +$19.4M +602,420 New
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$17M +$8.65M +268,697 +110%
SA
7
Sanctuary Advisors
Indiana
$16.8M +$3.03M +94,142 +21%
TWM
8
TriaGen Wealth Management
California
$16.3M +$647K +20,107 +4%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$14.1M +$616K +19,145 +5%
Mariner
10
Mariner
Kansas
$12.4M +$3.61M +112,142 +43%
KPWS
11
Kestra Private Wealth Services
Texas
$12.1M +$1.08M +33,697 +10%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$11.7M +$5.88M +182,632 +108%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$10.4M -$2.06M -63,892 -17%
VIA
14
Vickerman Investment Advisors
Washington
$9.85M +$207K +6,422 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$9.81M +$1.22M +38,065 +15%
ICMM
16
Integrated Capital Management (Michigan)
Michigan
$8.99M +$8.72M +271,158 New
FHA
17
Flagship Harbor Advisors
Massachusetts
$8.61M +$1.7M +52,802 +26%
Bank of America
18
Bank of America
North Carolina
$8.54M +$3.17M +98,482 +62%
LWP
19
LMG Wealth Partners
Louisiana
$7.74M +$356K +11,067 +5%
TFS
20
Thoroughbred Financial Services
Tennessee
$7.28M +$635K +19,729 +10%
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$6.52M +$335K +10,424 +6%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$6.14M +$290K +9,022 +5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$5.9M +$590K +18,342 +11%
SMG
24
Smart Money Group
Texas
$5.54M -$307K -9,541 -5%
TAM
25
Titleist Asset Management
Texas
$5.51M +$103K +3,190 +2%

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.