Franklin US Core Dividend Tilt Index ETF
UDIV
25 hedge funds and large institutions have $49.1M invested in Franklin US Core Dividend Tilt Index ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
14% more funds holding
Funds holding: 22 → 25 (+3)
2% more capital invested
Capital invested by funds: $48.3M → $49.1M (+$749K)
0.91% less ownership
Funds ownership: 79.3% → 78.39% (-0.91%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.05M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.04M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.03M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$8.53M |
| 2 |
Jane Street
New York
|
-$678K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
-$333K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$132K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$67.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Koshinski Asset Management
Decatur,
Illinois
| – | -$333K | -9,010 | Closed |
|
|
27
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$132K | -3,555 | Closed |
|
UDIV Hedge Fund Activity: Q1 2024 in Review
25 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Dividend Tilt Index ETF (UDIV) for Q1 2024, worth a combined $49.1M — up 1.5% from $48.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UDIV positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $2.2M. The largest seller was Franklin Resources, cutting an estimated $8.53M.
- 25 institutional investors held Franklin US Core Dividend Tilt Index ETF (UDIV) as of Q1 2024, up from 22 in Q4 2023.
- Funds reported $49.1M of Franklin US Core Dividend Tilt Index ETF stock for Q1 2024, up 1.5% quarter-over-quarter.
- 5 funds opened new Franklin US Core Dividend Tilt Index ETF positions in Q1 2024 and 2 closed out, a net change of +3 holders.
- The largest Franklin US Core Dividend Tilt Index ETF buyer in Q1 2024 was CreativeOne Wealth, an estimated $2.2M added.
- The largest Franklin US Core Dividend Tilt Index ETF seller in Q1 2024 was Franklin Resources, an estimated $8.53M sold.
Based on aggregated 13F filings for Q1 2024.