Franklin US Core Dividend Tilt Index ETF
UDIV
36 hedge funds and large institutions have $46M invested in Franklin US Core Dividend Tilt Index ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 2 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 6
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
31% more capital invested
Capital invested by funds: $35.1M → $46M (+$10.9M)
9% more funds holding
Funds holding: 33 → 36 (+3)
3.63% more ownership
Funds ownership: 69.74% → 73.36% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$2.33M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.27M |
| 3 |
VF
Virtu Financial
New York
|
+$1.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$761K |
| 5 |
LPL Financial
San Diego,
California
|
+$697K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.03M |
| 2 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$757K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$462K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$219K |
| 5 |
Franklin Resources
San Mateo,
California
|
-$97.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
26
Principal Securities
Des Moines,
Iowa
| $59.1K | +$41.1K | +925 | +307% |
|
|
HI
27
Harbour Investments
Madison,
Wisconsin
| $56.8K | -$1.03M | -23,080 | -95% |
|
28
UBS Group
Zurich,
Switzerland
| $52.3K | +$48.2K | +1,084 | New |
|
|
GRP
29
Global Retirement Partners
San Rafael,
California
| $45.4K | +$41.9K | +942 | New |
|
|
AF
30
Allworth Financial
Folsom,
California
| $26.7K | +$89 | +2 | +0.4% |
|
|
GWM
31
Geneos Wealth Management
Englewood,
Colorado
| $24K | -$21.7K | -488 | -49% |
|
32
National Bank of Canada
Montreal,
Quebec, Canada
| $23.2K | – | – | – |
|
|
T
33
Tidemark
San Diego,
California
| $8.34K | – | – | – |
|
34
Fidelity Investments
Boston,
Massachusetts
| $7.91K | +$7.24K | +163 | +16,300% |
|
35
Morgan Stanley
New York
| $77 | – | – | – |
|
36
Wells Fargo
San Francisco,
California
| $76 | +$44 | +1 | +100% |
|
|
37
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$219K | -5,011 | Closed |
|
|
AIC
38
Archer Investment Corporation
Carmel,
Indiana
| – | -$802 | -18 | Closed |
|
UDIV Hedge Fund Activity: Q2 2025 in Review
36 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Dividend Tilt Index ETF (UDIV) for Q2 2025, worth a combined $46M — up 31% from $35.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UDIV positions and 2 closed out — a net gain of 3 holders — while 20 added to existing stakes and 6 trimmed.
The largest buyer was Raymond James Financial, opening a new position worth an estimated $2.33M. The largest seller was Harbour Investments, cutting an estimated $1.03M.
- 36 institutional investors held Franklin US Core Dividend Tilt Index ETF (UDIV) as of Q2 2025, up from 33 in Q1 2025.
- Funds reported $46M of Franklin US Core Dividend Tilt Index ETF stock for Q2 2025, up 31% quarter-over-quarter.
- 5 funds opened new Franklin US Core Dividend Tilt Index ETF positions in Q2 2025 and 2 closed out, a net change of +3 holders.
- The largest Franklin US Core Dividend Tilt Index ETF buyer in Q2 2025 was Raymond James Financial, an estimated $2.33M added.
- The largest Franklin US Core Dividend Tilt Index ETF seller in Q2 2025 was Harbour Investments, an estimated $1.03M sold.
Based on aggregated 13F filings for Q2 2025.