Franklin US Core Dividend Tilt Index ETF
UDIV
9 hedge funds and large institutions have $9.36M invested in Franklin US Core Dividend Tilt Index ETF in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.
16.48% more ownership
Funds ownership: 38.77% → 55.25% (+16%)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
13% less capital invested
Capital invested by funds: $10.8M → $9.36M (-$1.42M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$289K |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$42.6K |
| 3 |
Franklin Resources
San Mateo,
California
|
+$37.3K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$11.3K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$7.06K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.83M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$81.8K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$22.6K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$6.92K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.64K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $5.62M | +$37.3K | +1,320 | +0.7% |
|
|
2
UBS Group
Zurich,
Switzerland
| $1.99M | -$81.8K | -2,895 | -4% |
|
|
LTFS
3
Ladenburg Thalmann Financial Services
Miami,
Florida
| $852K | +$289K | +10,222 | +51% |
|
|
SWP
4
Stratos Wealth Partners
Beachwood,
Ohio
| $390K | -$22.6K | -800 | -5% |
|
|
5
Cetera Investment Advisers
Schaumburg,
Illinois
| $235K | -$6.92K | -245 | -3% |
|
|
6
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $216K | +$42.6K | +1,509 | +25% |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $29K | -$6.64K | -235 | -19% |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $18K | +$7.06K | +250 | +66% |
|
|
AG
9
Advisor Group
Phoenix,
Arizona
| $11K | +$11.3K | +400 | New |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.83M | -65,753 | Closed |
|
UDIV Hedge Fund Activity: Q3 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 Q3 2017, worth a combined $9.36M — down 13% from $10.8M a quarter earlier.
Fund positioning in UDIV was balanced in Q3 2017: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 4 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $289K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.83M sold.
- 9 institutional investors held Franklin US Core Dividend Tilt Index ETF (UDIV) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $9.36M of Franklin US Core Dividend Tilt Index ETF stock for Q3 2017, down 13% quarter-over-quarter.
- 1 fund opened new Franklin US Core Dividend Tilt Index ETF positions in Q3 2017 and 1 closed out, a net change of 0 holders.
- The largest Franklin US Core Dividend Tilt Index ETF buyer in Q3 2017 was Ladenburg Thalmann Financial Services, an estimated $289K added.
- The largest Franklin US Core Dividend Tilt Index ETF seller in Q3 2017 was Susquehanna International Group, an estimated $1.83M sold.
Based on aggregated 13F filings for Q3 2017.