Franklin US Core Dividend Tilt Index ETF
UDIV
17 hedge funds and large institutions have $10M invested in Franklin US Core Dividend Tilt Index ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 17 → 17 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
10.35% less ownership
Funds ownership: 51.79% → 41.44% (-10%)
29% less capital invested
Capital invested by funds: $14M → $10M (-$4M)
78% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$975K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$936K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$372K |
| 4 |
Jane Street
New York
|
+$87.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$4.26M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.35M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$992K |
| 4 |
Franklin Resources
San Mateo,
California
|
-$230K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$74K |
UDIV Hedge Fund Activity: Q1 2023 in Review
17 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Dividend Tilt Index ETF (UDIV) for Q1 2023, worth a combined $10M — down 29% from $14M a quarter earlier.
Fund positioning in UDIV was balanced in Q1 2023: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 9 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $975K. The largest seller was Systelligence LLC, exiting entirely with an estimated $4.26M sold.
- 17 institutional investors held Franklin US Core Dividend Tilt Index ETF (UDIV) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $10M of Franklin US Core Dividend Tilt Index ETF stock for Q1 2023, down 29% quarter-over-quarter.
- 2 funds opened new Franklin US Core Dividend Tilt Index ETF positions in Q1 2023 and 2 closed out, a net change of 0 holders.
- The largest Franklin US Core Dividend Tilt Index ETF buyer in Q1 2023 was Old Mission Capital, an estimated $975K added.
- The largest Franklin US Core Dividend Tilt Index ETF seller in Q1 2023 was Systelligence LLC, an estimated $4.26M sold.
Based on aggregated 13F filings for Q1 2023.