Franklin US Core Dividend Tilt Index ETF
UDIV
33 hedge funds and large institutions have $35.1M invested in Franklin US Core Dividend Tilt Index ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 2 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
6% more funds holding
Funds holding: 31 → 33 (+2)
0.39% less ownership
Funds ownership: 70.13% → 69.74% (-0.39%)
87% less capital invested
Capital invested by funds: $265M → $35.1M (-$230M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$3.55M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.91M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$667K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$455K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$330K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.62M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$840K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$742K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$54.7K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$39.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Allworth Financial
Folsom,
California
| $23.4K | -$366 | -8 | -1% |
|
27
National Bank of Canada
Montreal,
Quebec, Canada
| $21.1K | +$22.1K | +483 | New |
|
|
PS
28
Principal Securities
Des Moines,
Iowa
| $13.7K | – | – | – |
|
|
T
29
Tidemark
San Diego,
California
| $7.57K | – | – | – |
|
|
AIC
30
Archer Investment Corporation
Carmel,
Indiana
| $802 | – | – | – |
|
31
Morgan Stanley
New York
| $83 | – | – | – |
|
32
Wells Fargo
San Francisco,
California
| $63 | – | – | – |
|
33
Fidelity Investments
Boston,
Massachusetts
| $44 | – | – | – |
|
|
IAA
34
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$840K | -18,498 | Closed |
|
|
35
UBS Group
Zurich,
Switzerland
| – | -$54.7K | -1,205 | Closed |
|
UDIV Hedge Fund Activity: Q1 2025 in Review
33 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Dividend Tilt Index ETF (UDIV) for Q1 2025, worth a combined $35.1M — down 87% from $265M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UDIV positions and 2 closed out — a net gain of 3 holders — while 13 added to existing stakes and 5 trimmed.
The largest buyer was CreativeOne Wealth, adding an estimated $3.55M. The largest seller was Susquehanna International Group, cutting an estimated $1.62M.
- 33 institutional investors held Franklin US Core Dividend Tilt Index ETF (UDIV) as of Q1 2025, up from 31 in Q4 2024.
- Funds reported $35.1M of Franklin US Core Dividend Tilt Index ETF stock for Q1 2025, down 87% quarter-over-quarter.
- 5 funds opened new Franklin US Core Dividend Tilt Index ETF positions in Q1 2025 and 2 closed out, a net change of +3 holders.
- The largest Franklin US Core Dividend Tilt Index ETF buyer in Q1 2025 was CreativeOne Wealth, an estimated $3.55M added.
- The largest Franklin US Core Dividend Tilt Index ETF seller in Q1 2025 was Susquehanna International Group, an estimated $1.62M sold.
Based on aggregated 13F filings for Q1 2025.