Franklin US Equity Index ETF
USPX
24 hedge funds and large institutions have $653M invested in Franklin US Equity Index ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
0% more funds holding
Funds holding: 24 → 24 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
43% less capital invested
Capital invested by funds: $1.15B → $653M (-$499M)
47.99% less ownership
Funds ownership: 100.9% → 52.92% (-48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.77M |
| 2 |
Bank of New York Mellon
New York
|
+$3.4M |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$2.01M |
| 4 |
Goldman Sachs
New York
|
+$1.1M |
| 5 |
JP Morgan Chase
New York
|
+$677K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$515M |
| 2 |
GS
GTS Securities
New York
|
-$2.4M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.83M |
| 4 |
Jane Street
New York
|
-$808K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$678K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Citadel Advisors
Miami,
Florida
| – | -$678K | -13,483 | Closed |
|
|
TAM
27
Tucker Asset Management
Littleton,
Colorado
| – | -$23K | -457 | Closed |
|
28
UBS Group
Zurich,
Switzerland
| – | -$3.47K | -69 | Closed |
|
USPX Hedge Fund Activity: Q4 2024 in Review
24 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin US Equity Index ETF (USPX) for Q4 2024, worth a combined $653M — down 43% from $1.15B a quarter earlier.
Fund positioning in USPX was balanced in Q4 2024: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.77M. The largest seller was Franklin Resources, cutting an estimated $515M.
- 24 institutional investors held Franklin US Equity Index ETF (USPX) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $653M of Franklin US Equity Index ETF stock for Q4 2024, down 43% quarter-over-quarter.
- 4 funds opened new Franklin US Equity Index ETF positions in Q4 2024 and 4 closed out, a net change of 0 holders.
- The largest Franklin US Equity Index ETF buyer in Q4 2024 was LPL Financial, an estimated $3.77M added.
- The largest Franklin US Equity Index ETF seller in Q4 2024 was Franklin Resources, an estimated $515M sold.
Based on aggregated 13F filings for Q4 2024.