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Franklin US Core Dividend Tilt Index ETF

36 hedge funds and large institutions have $46M invested in Franklin US Core Dividend Tilt Index ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

31% more capital invested

Capital invested by funds: $35.1M → $46M (+$10.9M)

9% more funds holding

Funds holding: 3336 (+3)

3.63% more ownership

Funds ownership: 69.74%73.36% (+3.6%)

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
20
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
1
CreativeOne Wealth
Kansas
$19.5M +$2.27M +51,049 +14%
LPL Financial
2
LPL Financial
California
$6.88M +$697K +15,691 +12%
AWA
3
Arkadios Wealth Advisors
Georgia
$2.54M -$757K -17,049 -24%
Raymond James Financial
4
Raymond James Financial
Florida
$2.53M +$2.33M +52,433 New
SA
5
Sanctuary Advisors
Indiana
$2.06M +$45.2K +1,018 +2%
VF
6
Virtu Financial
New York
$1.31M +$1.2M +27,099 New
Citadel Advisors
7
Citadel Advisors
Florida
$1.29M +$761K +17,135 +177%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.28M +$62.7K +1,412 +6%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.13M +$418K +9,413 +67%
AAS
10
Avantax Advisory Services
Texas
$895K +$383K +8,612 +87%
JP Morgan Chase
11
JP Morgan Chase
New York
$874K -$59.7K -1,344 -7%
Franklin Resources
12
Franklin Resources
California
$758K -$97.5K -2,195 -12%
PRI
13
Prepared Retirement Institute
Pennsylvania
$741K +$395K +8,898 +138%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$739K +$25.9K +584 +4%
Bank of America
15
Bank of America
North Carolina
$462K +$287K +6,467 +208%
AI
16
Atria Investments
North Carolina
$433K +$78.9K +1,777 +25%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$388K +$3.64K +82 +1%
TCWM
18
Total Clarity Wealth Management
Illinois
$319K +$22.3K +502 +8%
IWC
19
Integrated Wealth Concepts
Massachusetts
$311K +$45.3K +1,020 +19%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$257K +$27.5K +618 +13%
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$248K
SWP
22
Stratos Wealth Partners
Ohio
$232K
Truist Financial
23
Truist Financial
North Carolina
$201K +$185K +4,170 New
Osaic Holdings
24
Osaic Holdings
Arizona
$193K -$462K -10,407 -72%
MWA
25
Medallion Wealth Advisors
Connecticut
$82K +$10.7K +240 +16%

UDIV Hedge Fund Activity: Q2 2025 in Review

36 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Dividend Tilt Index ETF (UDIV) for Q2 2025, worth a combined $46M — up 31% from $35.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new UDIV positions and 2 closed out — a net gain of 3 holders — while 20 added to existing stakes and 6 trimmed.

The largest buyer was Raymond James Financial, opening a new position worth an estimated $2.33M. The largest seller was Harbour Investments, cutting an estimated $1.03M.

  • 36 institutional investors held Franklin US Core Dividend Tilt Index ETF (UDIV) as of Q2 2025, up from 33 in Q1 2025.
  • Funds reported $46M of Franklin US Core Dividend Tilt Index ETF stock for Q2 2025, up 31% quarter-over-quarter.
  • 5 funds opened new Franklin US Core Dividend Tilt Index ETF positions in Q2 2025 and 2 closed out, a net change of +3 holders.
  • The largest Franklin US Core Dividend Tilt Index ETF buyer in Q2 2025 was Raymond James Financial, an estimated $2.33M added.
  • The largest Franklin US Core Dividend Tilt Index ETF seller in Q2 2025 was Harbour Investments, an estimated $1.03M sold.

Based on aggregated 13F filings for Q2 2025.