Franklin US Core Dividend Tilt Index ETF
UDIV
9 hedge funds and large institutions have $10.8M invested in Franklin US Core Dividend Tilt Index ETF in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more funds holding
Funds holding: 6 → 9 (+3)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
41.84% less ownership
Funds ownership: 80.62% → 38.77% (-42%)
51% less capital invested
Capital invested by funds: $22.1M → $10.8M (-$11.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$870K |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$405K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$383K |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$171K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$10.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.94M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$5.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $5.5M | -$5.5M | -198,440 | -50% |
|
|
2
UBS Group
Zurich,
Switzerland
| $2.04M | +$870K | +31,371 | +75% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.83M | -$7.94M | -286,326 | -81% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $555K | +$383K | +13,812 | +225% |
|
|
SWP
5
Stratos Wealth Partners
Beachwood,
Ohio
| $406K | +$405K | +14,610 | New |
|
6
Cetera Investment Advisers
Schaumburg,
Illinois
| $238K | – | – | – |
|
|
7
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $171K | +$171K | +6,155 | New |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $35K | – | – | – |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| $11K | +$10.5K | +380 | New |
|
UDIV Hedge Fund Activity: Q2 2017 in Review
9 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Dividend Tilt Index ETF (UDIV) for Q2 2017, worth a combined $10.8M — down 51% from $22.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new UDIV positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was UBS Group, adding an estimated $870K. The largest seller was Susquehanna International Group, cutting an estimated $7.94M.
- 9 institutional investors held Franklin US Core Dividend Tilt Index ETF (UDIV) as of Q2 2017, up from 6 in Q1 2017.
- Funds reported $10.8M of Franklin US Core Dividend Tilt Index ETF stock for Q2 2017, down 51% quarter-over-quarter.
- 3 funds opened new Franklin US Core Dividend Tilt Index ETF positions in Q2 2017 and 0 closed out, a net change of +3 holders.
- The largest Franklin US Core Dividend Tilt Index ETF buyer in Q2 2017 was UBS Group, an estimated $870K added.
- The largest Franklin US Core Dividend Tilt Index ETF seller in Q2 2017 was Susquehanna International Group, an estimated $7.94M sold.
Based on aggregated 13F filings for Q2 2017.