Franklin US Core Dividend Tilt Index ETF
UDIV
15 hedge funds and large institutions have $12.6M invested in Franklin US Core Dividend Tilt Index ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 4 closing their positions.
9% more capital invested
Capital invested by funds: $11.5M → $12.6M (+$1.05M)
1.05% more ownership
Funds ownership: 42.07% → 43.11% (+1%)
17% less funds holding
Funds holding: 18 → 15 (-3)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$263K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$195K |
| 3 |
LPL Financial
San Diego,
California
|
+$146K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$93.9K |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$73K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$216K |
| 2 |
Franklin Resources
San Mateo,
California
|
-$91.1K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
-$55.1K |
| 4 |
PWM
Prentice Wealth Management
Rochester,
New York
|
-$42.4K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$35K |
UDIV Hedge Fund Activity: Q4 2021 in Review
15 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Dividend Tilt Index ETF (UDIV) for Q4 2021, worth a combined $12.6M — up 9.1% from $11.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of UDIV and 1 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 5 added.
The largest buyer was Jane Street, adding an estimated $263K. The largest seller was Susquehanna International Group, cutting an estimated $216K.
- 15 institutional investors held Franklin US Core Dividend Tilt Index ETF (UDIV) as of Q4 2021, down from 18 in Q3 2021.
- Funds reported $12.6M of Franklin US Core Dividend Tilt Index ETF stock for Q4 2021, up 9.1% quarter-over-quarter.
- 1 fund opened new Franklin US Core Dividend Tilt Index ETF positions in Q4 2021 and 4 closed out, a net change of -3 holders.
- The largest Franklin US Core Dividend Tilt Index ETF buyer in Q4 2021 was Jane Street, an estimated $263K added.
- The largest Franklin US Core Dividend Tilt Index ETF seller in Q4 2021 was Susquehanna International Group, an estimated $216K sold.
Based on aggregated 13F filings for Q4 2021.