Franklin US Core Dividend Tilt Index ETF
UDIV
14 hedge funds and large institutions have $9.88M invested in Franklin US Core Dividend Tilt Index ETF in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
6.91% less ownership
Funds ownership: 59.87% → 52.96% (-6.9%)
18% less funds holding
Funds holding: 17 → 14 (-3)
33% less capital invested
Capital invested by funds: $14.7M → $9.88M (-$4.86M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$637K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$329K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
+$126K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$65.2K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$26.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$1.65M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.27M |
| 3 |
LPL Financial
San Diego,
California
|
-$256K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$31.4K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$27.3K |
UDIV Hedge Fund Activity: Q1 2020 in Review
14 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Dividend Tilt Index ETF (UDIV) for Q1 2020, worth a combined $9.88M — down 33% from $14.7M a quarter earlier.
Fund positioning in UDIV was balanced in Q1 2020: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 4 trimmed.
The largest buyer was Franklin Resources, adding an estimated $637K. The largest seller was Camarda Financial Advisors, exiting entirely with an estimated $1.65M sold.
- 14 institutional investors held Franklin US Core Dividend Tilt Index ETF (UDIV) as of Q1 2020, down from 17 in Q4 2019.
- Funds reported $9.88M of Franklin US Core Dividend Tilt Index ETF stock for Q1 2020, down 33% quarter-over-quarter.
- 2 funds opened new Franklin US Core Dividend Tilt Index ETF positions in Q1 2020 and 2 closed out, a net change of 0 holders.
- The largest Franklin US Core Dividend Tilt Index ETF buyer in Q1 2020 was Franklin Resources, an estimated $637K added.
- The largest Franklin US Core Dividend Tilt Index ETF seller in Q1 2020 was Camarda Financial Advisors, an estimated $1.65M sold.
Based on aggregated 13F filings for Q1 2020.