Franklin US Core Dividend Tilt Index ETF
UDIV
19 hedge funds and large institutions have $9.23M invested in Franklin US Core Dividend Tilt Index ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 19 → 19 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
1.51% less ownership
Funds ownership: 44.49% → 42.97% (-1.5%)
14% less capital invested
Capital invested by funds: $10.7M → $9.23M (-$1.49M)
60% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$451K |
| 2 |
LPL Financial
San Diego,
California
|
+$170K |
| 3 |
Franklin Resources
San Mateo,
California
|
+$72.9K |
| 4 |
JP Morgan Chase
New York
|
+$47.7K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$22.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$837K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$527K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$186K |
| 4 |
Bank of New York Mellon
New York
|
-$145K |
| 5 |
Jane Street
New York
|
-$70.5K |
UDIV Hedge Fund Activity: Q3 2023 in Review
19 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Dividend Tilt Index ETF (UDIV) for Q3 2023, worth a combined $9.23M — down 14% from $10.7M a quarter earlier.
Fund positioning in UDIV was balanced in Q3 2023: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 10 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $451K. The largest seller was Susquehanna International Group, cutting an estimated $837K.
- 19 institutional investors held Franklin US Core Dividend Tilt Index ETF (UDIV) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $9.23M of Franklin US Core Dividend Tilt Index ETF stock for Q3 2023, down 14% quarter-over-quarter.
- 1 fund opened new Franklin US Core Dividend Tilt Index ETF positions in Q3 2023 and 1 closed out, a net change of 0 holders.
- The largest Franklin US Core Dividend Tilt Index ETF buyer in Q3 2023 was Osaic Holdings, an estimated $451K added.
- The largest Franklin US Core Dividend Tilt Index ETF seller in Q3 2023 was Susquehanna International Group, an estimated $837K sold.
Based on aggregated 13F filings for Q3 2023.