Franklin US Core Dividend Tilt Index ETF
UDIV
17 hedge funds and large institutions have $14M invested in Franklin US Core Dividend Tilt Index ETF in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 2 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
6% less funds holding
Funds holding: 18 → 17 (-1)
12.66% less ownership
Funds ownership: 64.45% → 51.79% (-13%)
47% less capital invested
Capital invested by funds: $26.6M → $14M (-$12.6M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$517K |
| 2 |
LPL Financial
San Diego,
California
|
+$435K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$420K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$209K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$55K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$13.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.12M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$207K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$196K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
-$13.7K |
UDIV Hedge Fund Activity: Q4 2022 in Review
17 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Dividend Tilt Index ETF (UDIV) for Q4 2022, worth a combined $14M — down 47% from $26.6M a quarter earlier.
Fund positioning in UDIV was balanced in Q4 2022: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 5 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $517K. The largest seller was Systelligence LLC, cutting an estimated $13.6M.
- 17 institutional investors held Franklin US Core Dividend Tilt Index ETF (UDIV) as of Q4 2022, down from 18 in Q3 2022.
- Funds reported $14M of Franklin US Core Dividend Tilt Index ETF stock for Q4 2022, down 47% quarter-over-quarter.
- 2 funds opened new Franklin US Core Dividend Tilt Index ETF positions in Q4 2022 and 2 closed out, a net change of 0 holders.
- The largest Franklin US Core Dividend Tilt Index ETF buyer in Q4 2022 was Cetera Investment Advisers, an estimated $517K added.
- The largest Franklin US Core Dividend Tilt Index ETF seller in Q4 2022 was Systelligence LLC, an estimated $13.6M sold.
Based on aggregated 13F filings for Q4 2022.