Franklin US Core Dividend Tilt Index ETF
UDIV
17 hedge funds and large institutions have $14.7M invested in Franklin US Core Dividend Tilt Index ETF in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 3 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 2
74% more capital invested
Capital invested by funds: $8.46M → $14.7M (+$6.28M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
11.4% more ownership
Funds ownership: 48.47% → 59.87% (+11%)
6% more funds holding
Funds holding: 16 → 17 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.62M |
| 2 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
+$1.61M |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
+$552K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$245K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$149K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.43M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$212K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$124K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$21K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$13K |
UDIV Hedge Fund Activity: Q4 2019 in Review
17 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Dividend Tilt Index ETF (UDIV) for Q4 2019, worth a combined $14.7M — up 74% from $8.46M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UDIV positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $4.62M. The largest seller was Jane Street, exiting entirely with an estimated $1.43M sold.
- 17 institutional investors held Franklin US Core Dividend Tilt Index ETF (UDIV) as of Q4 2019, up from 16 in Q3 2019.
- Funds reported $14.7M of Franklin US Core Dividend Tilt Index ETF stock for Q4 2019, up 74% quarter-over-quarter.
- 4 funds opened new Franklin US Core Dividend Tilt Index ETF positions in Q4 2019 and 3 closed out, a net change of +1 holder.
- The largest Franklin US Core Dividend Tilt Index ETF buyer in Q4 2019 was Susquehanna International Group, an estimated $4.62M added.
- The largest Franklin US Core Dividend Tilt Index ETF seller in Q4 2019 was Jane Street, an estimated $1.43M sold.
Based on aggregated 13F filings for Q4 2019.