Franklin US Core Dividend Tilt Index ETF
UDIV
17 hedge funds and large institutions have $15M invested in Franklin US Core Dividend Tilt Index ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
13% more funds holding
Funds holding: 15 → 17 (+2)
2% less capital invested
Capital invested by funds: $15.2M → $15M (-$252K)
3.25% less ownership
Funds ownership: 57.22% → 53.97% (-3.2%)
78% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$1.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$255K |
| 3 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$204K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$105K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$138 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.04M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$385K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$343K |
| 4 |
Franklin Resources
San Mateo,
California
|
-$304K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
-$236K |
UDIV Hedge Fund Activity: Q2 2021 in Review
17 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Dividend Tilt Index ETF (UDIV) for Q2 2021, worth a combined $15M — down 1.7% from $15.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new UDIV positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 9 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $1.2M. The largest seller was Susquehanna International Group, cutting an estimated $1.04M.
- 17 institutional investors held Franklin US Core Dividend Tilt Index ETF (UDIV) as of Q2 2021, up from 15 in Q1 2021.
- Funds reported $15M of Franklin US Core Dividend Tilt Index ETF stock for Q2 2021, down 1.7% quarter-over-quarter.
- 3 funds opened new Franklin US Core Dividend Tilt Index ETF positions in Q2 2021 and 1 closed out, a net change of +2 holders.
- The largest Franklin US Core Dividend Tilt Index ETF buyer in Q2 2021 was Stifel Financial, an estimated $1.2M added.
- The largest Franklin US Core Dividend Tilt Index ETF seller in Q2 2021 was Susquehanna International Group, an estimated $1.04M sold.
Based on aggregated 13F filings for Q2 2021.