Franklin US Core Dividend Tilt Index ETF
UDIV
36 hedge funds and large institutions have $54.9M invested in Franklin US Core Dividend Tilt Index ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
19% more capital invested
Capital invested by funds: $46M → $54.9M (+$8.86M)
1.44% more ownership
Funds ownership: 73.36% → 74.8% (+1.4%)
0% more funds holding
Funds holding: 36 → 36 (0)
33% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.79M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.4M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.11M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.06M |
| 5 |
PRI
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
+$800K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
-$1.31M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.29M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$275K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$55.8K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$39.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
26
Principal Securities
Des Moines,
Iowa
| $66K | +$1.71K | +34 | +3% |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| $49.3K | – | – | – |
|
|
AF
28
Allworth Financial
Folsom,
California
| $29.1K | +$100 | +2 | +0.4% |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $26.1K | – | – | – |
|
30
National Bank of Canada
Montreal,
Quebec, Canada
| $20.9K | -$4.17K | -83 | -17% |
|
|
31
UBS Group
Zurich,
Switzerland
| $15.3K | -$39.7K | -791 | -73% |
|
|
T
32
Tidemark
San Diego,
California
| $9.06K | – | – | – |
|
33
Fidelity Investments
Boston,
Massachusetts
| $8.6K | – | – | – |
|
|
HI
34
Harbour Investments
Madison,
Wisconsin
| $3.56K | -$55.8K | -1,110 | -94% |
|
|
SS
35
Sunbelt Securities
Houston,
Texas
| $2.88K | +$2.76K | +55 | New |
|
36
Wells Fargo
San Francisco,
California
| $51 | -$50 | -1 | -50% |
|
|
VF
37
Virtu Financial
New York
| – | -$1.31M | -27,099 | Closed |
|
|
38
Citadel Advisors
Miami,
Florida
| – | -$1.29M | -26,825 | Closed |
|
39
Morgan Stanley
New York
| – | -$77 | -1 | Closed |
|
UDIV Hedge Fund Activity: Q3 2025 in Review
36 of the 7,624 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Dividend Tilt Index ETF (UDIV) for Q3 2025, worth a combined $54.9M — up 19% from $46M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UDIV positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 15 trimmed.
The largest buyer was CreativeOne Wealth, adding an estimated $2.79M. The largest seller was Virtu Financial, exiting entirely with an estimated $1.31M sold.
- 36 institutional investors held Franklin US Core Dividend Tilt Index ETF (UDIV) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $54.9M of Franklin US Core Dividend Tilt Index ETF stock for Q3 2025, up 19% quarter-over-quarter.
- 4 funds opened new Franklin US Core Dividend Tilt Index ETF positions in Q3 2025 and 3 closed out, a net change of +1 holder.
- The largest Franklin US Core Dividend Tilt Index ETF buyer in Q3 2025 was CreativeOne Wealth, an estimated $2.79M added.
- The largest Franklin US Core Dividend Tilt Index ETF seller in Q3 2025 was Virtu Financial, an estimated $1.31M sold.
Based on aggregated 13F filings for Q3 2025.