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Franklin US Core Dividend Tilt Index ETF
UDIV

6 hedge funds and large institutions have $22.1M invested in Franklin US Core Dividend Tilt Index ETF in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

20% more funds holding

Funds holding: 5 → 6 (+1)

5% more capital invested

Capital invested by funds: $21.1M → $22.1M (+$1.01M)

1.69% less ownership

Funds ownership: 82.3% → 80.62% (-1.7%)

Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.13M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$230K
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$137K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$27.2K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.94M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$29K
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$10.9M – – –
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9.67M -$1.94M -72,291 -17%
UBS Group
3
UBS Group
Switzerland
$1.15M +$1.13M +41,889 New
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$236K +$230K +8,554 New
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$169K +$137K +5,089 +481%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$34K +$27.2K +1,013 +431%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$29K -1,122 Closed

UDIV Hedge Fund Activity: Q1 2017 in Review

6 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Dividend Tilt Index ETF (UDIV) for Q1 2017, worth a combined $22.1M — up 4.8% from $21.1M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new UDIV positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $1.13M. The largest seller was Susquehanna International Group, cutting an estimated $1.94M.

  • 6 institutional investors held Franklin US Core Dividend Tilt Index ETF (UDIV) as of Q1 2017, up from 5 in Q4 2016.
  • Funds reported $22.1M of Franklin US Core Dividend Tilt Index ETF stock for Q1 2017, up 4.8% quarter-over-quarter.
  • 2 funds opened new Franklin US Core Dividend Tilt Index ETF positions in Q1 2017 and 1 closed out, a net change of +1 holder.
  • The largest Franklin US Core Dividend Tilt Index ETF buyer in Q1 2017 was UBS Group, an estimated $1.13M added.
  • The largest Franklin US Core Dividend Tilt Index ETF seller in Q1 2017 was Susquehanna International Group, an estimated $1.94M sold.

Based on aggregated 13F filings for Q1 2017.