Franklin US Core Dividend Tilt Index ETF
UDIV
18 hedge funds and large institutions have $11.5M invested in Franklin US Core Dividend Tilt Index ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
6% more funds holding
Funds holding: 17 → 18 (+1)
11.9% less ownership
Funds ownership: 53.97% → 42.07% (-12%)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
23% less capital invested
Capital invested by funds: $15M → $11.5M (-$3.43M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$278K |
| 2 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$257K |
| 3 |
LPL Financial
San Diego,
California
|
+$160K |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
+$129K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$71.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.72M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$1.21M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$278K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$39.6K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$30.7K |
UDIV Hedge Fund Activity: Q3 2021 in Review
18 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Dividend Tilt Index ETF (UDIV) for Q3 2021, worth a combined $11.5M — down 23% from $15M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new UDIV positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 7 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $278K. The largest seller was Susquehanna International Group, cutting an estimated $2.72M.
- 18 institutional investors held Franklin US Core Dividend Tilt Index ETF (UDIV) as of Q3 2021, up from 17 in Q2 2021.
- Funds reported $11.5M of Franklin US Core Dividend Tilt Index ETF stock for Q3 2021, down 23% quarter-over-quarter.
- 2 funds opened new Franklin US Core Dividend Tilt Index ETF positions in Q3 2021 and 1 closed out, a net change of +1 holder.
- The largest Franklin US Core Dividend Tilt Index ETF buyer in Q3 2021 was Cambridge Investment Research Advisors, an estimated $278K added.
- The largest Franklin US Core Dividend Tilt Index ETF seller in Q3 2021 was Susquehanna International Group, an estimated $2.72M sold.
Based on aggregated 13F filings for Q3 2021.