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Franklin US Core Dividend Tilt Index ETF

18 hedge funds and large institutions have $20.6M invested in Franklin US Core Dividend Tilt Index ETF in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more capital invested

Capital invested by funds: $12.3M → $20.6M (+$8.23M)

16.24% more ownership

Funds ownership: 40.08%56.31% (+16%)

0% more funds holding

Funds holding: 1818 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
1
Systelligence LLC
Minnesota
$9.68M +$10.5M +304,745 New
LPL Financial
2
LPL Financial
California
$1.9M +$844K +24,558 +70%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.81M +$23.3K +677 +1%
PWM
4
Prentice Wealth Management
New York
$1.09M -$8.25K -240 -0.7%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.07M +$204K +5,943 +21%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$988K +$111K +3,231 +12%
Franklin Resources
7
Franklin Resources
California
$903K -$141K -4,093 -13%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$894K -$156K -4,535 -14%
APA
9
American Portfolios Advisors
New York
$757K -$25.4K -739 -3%
IFS
10
Ifrah Financial Services
Arkansas
$416K -$4.36K -127 -1%
Koshinski Asset Management
11
Koshinski Asset Management
Illinois
$321K -$3.92K -114 -1%
SWP
12
Stratos Wealth Partners
Ohio
$232K -$2.58K -75 -1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$231K -$21.5K -626 -8%
Bank of America
14
Bank of America
North Carolina
$161K -$756 -22 -0.4%
UBS Group
15
UBS Group
Switzerland
$73K +$10.4K +303 +15%
GRP
16
Global Retirement Partners
California
$30K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$16K
AIC
18
Archer Investment Corporation
Indiana
$547 +$584 +17 New
Jane Street
19
Jane Street
New York
-$588K -16,228 Closed
Stifel Financial
20
Stifel Financial
Missouri
-$208K -5,733 Closed

UDIV Hedge Fund Activity: Q2 2022 in Review

18 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Dividend Tilt Index ETF (UDIV) for Q2 2022, worth a combined $20.6M — up 67% from $12.3M a quarter earlier.

Fund positioning in UDIV was balanced in Q2 2022: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 9 trimmed.

The largest buyer was Systelligence LLC, opening a new position worth an estimated $10.5M. The largest seller was Jane Street, exiting entirely with an estimated $588K sold.

  • 18 institutional investors held Franklin US Core Dividend Tilt Index ETF (UDIV) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $20.6M of Franklin US Core Dividend Tilt Index ETF stock for Q2 2022, up 67% quarter-over-quarter.
  • 2 funds opened new Franklin US Core Dividend Tilt Index ETF positions in Q2 2022 and 2 closed out, a net change of 0 holders.
  • The largest Franklin US Core Dividend Tilt Index ETF buyer in Q2 2022 was Systelligence LLC, an estimated $10.5M added.
  • The largest Franklin US Core Dividend Tilt Index ETF seller in Q2 2022 was Jane Street, an estimated $588K sold.

Based on aggregated 13F filings for Q2 2022.