Franklin US Equity Index ETF
USPX
5 hedge funds and large institutions have $10.6M invested in Franklin US Equity Index ETF in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.
537% more capital invested
Capital invested by funds: $1.67M → $10.6M (+$8.94M)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
63.44% more ownership
Funds ownership: 6.25% → 69.69% (+63%)
25% more funds holding
Funds holding: 4 → 5 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$9.14M |
| 2 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$54.6K |
| 3 |
LPL Financial
San Diego,
California
|
+$20.5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$17.2K |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$1.95K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $9.18M | +$9.14M | +352,090 | +3,565% |
|
|
RFWA
2
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $1.15M | +$54.6K | +2,102 | +5% |
|
|
3
LPL Financial
San Diego,
California
| $258K | +$20.5K | +790 | +8% |
|
|
4
UBS Group
Zurich,
Switzerland
| $17K | +$17.2K | +664 | New |
|
|
5
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $2K | +$1.95K | +75 | New |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$2K | -76 | Closed |
|
USPX Hedge Fund Activity: Q4 2016 in Review
5 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Franklin US Equity Index ETF (USPX) for Q4 2016, worth a combined $10.6M — up 537% from $1.67M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new USPX positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Franklin Resources, adding an estimated $9.14M. The largest seller was Ladenburg Thalmann Financial Services, exiting entirely with an estimated $2K sold.
- 5 institutional investors held Franklin US Equity Index ETF (USPX) as of Q4 2016, up from 4 in Q3 2016.
- Funds reported $10.6M of Franklin US Equity Index ETF stock for Q4 2016, up 537% quarter-over-quarter.
- 2 funds opened new Franklin US Equity Index ETF positions in Q4 2016 and 1 closed out, a net change of +1 holder.
- The largest Franklin US Equity Index ETF buyer in Q4 2016 was Franklin Resources, an estimated $9.14M added.
- The largest Franklin US Equity Index ETF seller in Q4 2016 was Ladenburg Thalmann Financial Services, an estimated $2K sold.
Based on aggregated 13F filings for Q4 2016.