Franklin US Core Dividend Tilt Index ETF
UDIV
19 hedge funds and large institutions have $10.7M invested in Franklin US Core Dividend Tilt Index ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
12% more funds holding
Funds holding: 17 → 19 (+2)
7% more capital invested
Capital invested by funds: $10M → $10.7M (+$699K)
3.05% more ownership
Funds ownership: 41.44% → 44.49% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$559K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$509K |
| 3 |
LPL Financial
San Diego,
California
|
+$318K |
| 4 |
JP Morgan Chase
New York
|
+$204K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$51.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.3M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$210K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
-$72.6K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$41.3K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$10.4K |
UDIV Hedge Fund Activity: Q2 2023 in Review
19 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Dividend Tilt Index ETF (UDIV) for Q2 2023, worth a combined $10.7M — up 7% from $10M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new UDIV positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $559K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.3M sold.
- 19 institutional investors held Franklin US Core Dividend Tilt Index ETF (UDIV) as of Q2 2023, up from 17 in Q1 2023.
- Funds reported $10.7M of Franklin US Core Dividend Tilt Index ETF stock for Q2 2023, up 7% quarter-over-quarter.
- 3 funds opened new Franklin US Core Dividend Tilt Index ETF positions in Q2 2023 and 1 closed out, a net change of +2 holders.
- The largest Franklin US Core Dividend Tilt Index ETF buyer in Q2 2023 was Bank of New York Mellon, an estimated $559K added.
- The largest Franklin US Core Dividend Tilt Index ETF seller in Q2 2023 was Citadel Advisors, an estimated $1.3M sold.
Based on aggregated 13F filings for Q2 2023.