Franklin US Core Dividend Tilt Index ETF
UDIV
22 hedge funds and large institutions have $48.3M invested in Franklin US Core Dividend Tilt Index ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 0 closing their positions.
423% more capital invested
Capital invested by funds: $9.23M → $48.3M (+$39.1M)
36.33% more ownership
Funds ownership: 42.97% → 79.3% (+36%)
16% more funds holding
Funds holding: 19 → 22 (+3)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$34.5M |
| 2 |
Jane Street
New York
|
+$414K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$397K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$195K |
| 5 |
LPL Financial
San Diego,
California
|
+$151K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$153K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$112K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$73.7K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$51.3K |
| 5 |
Bank of New York Mellon
New York
|
-$26.7K |
UDIV Hedge Fund Activity: Q4 2023 in Review
22 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Dividend Tilt Index ETF (UDIV) for Q4 2023, worth a combined $48.3M — up 423% from $9.23M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new UDIV positions and 0 closed out — a net gain of 3 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was Franklin Resources, adding an estimated $34.5M. The largest seller was Osaic Holdings, cutting an estimated $153K.
- 22 institutional investors held Franklin US Core Dividend Tilt Index ETF (UDIV) as of Q4 2023, up from 19 in Q3 2023.
- Funds reported $48.3M of Franklin US Core Dividend Tilt Index ETF stock for Q4 2023, up 423% quarter-over-quarter.
- 3 funds opened new Franklin US Core Dividend Tilt Index ETF positions in Q4 2023 and 0 closed out, a net change of +3 holders.
- The largest Franklin US Core Dividend Tilt Index ETF buyer in Q4 2023 was Franklin Resources, an estimated $34.5M added.
- The largest Franklin US Core Dividend Tilt Index ETF seller in Q4 2023 was Osaic Holdings, an estimated $153K sold.
Based on aggregated 13F filings for Q4 2023.