Franklin US Core Dividend Tilt Index ETF
UDIV
29 hedge funds and large institutions have $40.5M invested in Franklin US Core Dividend Tilt Index ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 0 closing their positions.
16% more funds holding
Funds holding: 25 → 29 (+4)
4.32% less ownership
Funds ownership: 78.39% → 74.08% (-4.3%)
18% less capital invested
Capital invested by funds: $49.1M → $40.5M (-$8.6M)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.33M |
| 2 |
VF
Virtu Financial
New York
|
+$449K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
+$240K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$216K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$132K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$8.22M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.01M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.28M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$747K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$615K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TSMHT
26
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $4.47K | +$4.29K | +106 | New |
|
|
AIC
27
Archer Investment Corporation
Carmel,
Indiana
| $760 | – | – | – |
|
28
Morgan Stanley
New York
| $88 | +$40 | +1 | +100% |
|
29
Wells Fargo
San Francisco,
California
| $67 | +$40 | +1 | +100% |
|
UDIV Hedge Fund Activity: Q2 2024 in Review
29 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Dividend Tilt Index ETF (UDIV) for Q2 2024, worth a combined $40.5M — down 18% from $49.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UDIV positions and 0 closed out — a net gain of 5 holders — while 7 added to existing stakes and 11 trimmed.
The largest buyer was CreativeOne Wealth, adding an estimated $1.33M. The largest seller was Franklin Resources, cutting an estimated $8.22M.
- 29 institutional investors held Franklin US Core Dividend Tilt Index ETF (UDIV) as of Q2 2024, up from 25 in Q1 2024.
- Funds reported $40.5M of Franklin US Core Dividend Tilt Index ETF stock for Q2 2024, down 18% quarter-over-quarter.
- 5 funds opened new Franklin US Core Dividend Tilt Index ETF positions in Q2 2024 and 0 closed out, a net change of +5 holders.
- The largest Franklin US Core Dividend Tilt Index ETF buyer in Q2 2024 was CreativeOne Wealth, an estimated $1.33M added.
- The largest Franklin US Core Dividend Tilt Index ETF seller in Q2 2024 was Franklin Resources, an estimated $8.22M sold.
Based on aggregated 13F filings for Q2 2024.