Franklin US Core Dividend Tilt Index ETF
UDIV
31 hedge funds and large institutions have $265M invested in Franklin US Core Dividend Tilt Index ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.
1,088% more capital invested
Capital invested by funds: $22.3M → $265M (+$243M)
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
7.89% more ownership
Funds ownership: 62.24% → 70.13% (+7.9%)
7% more funds holding
Funds holding: 29 → 31 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$3.5M |
| 2 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$3.16M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.19M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$848K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$820K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$452K |
| 2 |
Jane Street
New York
|
-$227K |
| 3 |
Bank of New York Mellon
New York
|
-$99.3K |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$30.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$27.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
26
Principal Securities
Des Moines,
Iowa
| $13.7K | +$11.2K | +245 | +438% |
|
|
T
27
Tidemark
San Diego,
California
| $7.86K | – | – | – |
|
|
AIC
28
Archer Investment Corporation
Carmel,
Indiana
| $830 | – | – | – |
|
29
Morgan Stanley
New York
| $51 | +$46 | +1 | New |
|
30
Fidelity Investments
Boston,
Massachusetts
| $45 | – | – | – |
|
31
Wells Fargo
San Francisco,
California
| $34 | – | – | – |
|
|
OMC
32
Old Mission Capital
Chicago,
Illinois
| – | -$452K | -10,116 | Closed |
|
|
33
Jane Street
New York
| – | -$227K | -5,089 | Closed |
|
|
TSMHT
34
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$4.74K | -106 | Closed |
|
UDIV Hedge Fund Activity: Q4 2024 in Review
31 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Dividend Tilt Index ETF (UDIV) for Q4 2024, worth a combined $265M — up 1,088% from $22.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UDIV positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was CreativeOne Wealth, adding an estimated $3.5M. The largest seller was Old Mission Capital, exiting entirely with an estimated $452K sold.
- 31 institutional investors held Franklin US Core Dividend Tilt Index ETF (UDIV) as of Q4 2024, up from 29 in Q3 2024.
- Funds reported $265M of Franklin US Core Dividend Tilt Index ETF stock for Q4 2024, up 1,088% quarter-over-quarter.
- 5 funds opened new Franklin US Core Dividend Tilt Index ETF positions in Q4 2024 and 3 closed out, a net change of +2 holders.
- The largest Franklin US Core Dividend Tilt Index ETF buyer in Q4 2024 was CreativeOne Wealth, an estimated $3.5M added.
- The largest Franklin US Core Dividend Tilt Index ETF seller in Q4 2024 was Old Mission Capital, an estimated $452K sold.
Based on aggregated 13F filings for Q4 2024.