Franklin US Equity Index ETF
USPX
3 hedge funds and large institutions have $17.2M invested in Franklin US Equity Index ETF in 2017 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
63% more capital invested
Capital invested by funds: $10.6M → $17.2M (+$6.63M)
9.19% more ownership
Funds ownership: 69.69% → 78.88% (+9.2%)
40% less funds holding
Funds holding: 5 → 3 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$5.73M |
| 2 |
LPL Financial
San Diego,
California
|
+$27K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$44.2K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$17K |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $15.7M | +$5.73M | +214,300 | +59% |
|
|
RFWA
2
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $1.19M | -$44.2K | -1,654 | -4% |
|
|
3
LPL Financial
San Diego,
California
| $302K | +$27K | +1,010 | +10% |
|
|
4
UBS Group
Zurich,
Switzerland
| – | -$17K | -664 | Closed |
|
|
5
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$2K | -75 | Closed |
|
USPX Hedge Fund Activity: Q1 2017 in Review
3 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Franklin US Equity Index ETF (USPX) for Q1 2017, worth a combined $17.2M — up 63% from $10.6M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of USPX and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 2 added.
The largest buyer was Franklin Resources, adding an estimated $5.73M. The largest seller was RPg Family Wealth Advisory, cutting an estimated $44.2K.
- 3 institutional investors held Franklin US Equity Index ETF (USPX) as of Q1 2017, down from 5 in Q4 2016.
- Funds reported $17.2M of Franklin US Equity Index ETF stock for Q1 2017, up 63% quarter-over-quarter.
- 0 funds opened new Franklin US Equity Index ETF positions in Q1 2017 and 2 closed out, a net change of -2 holders.
- The largest Franklin US Equity Index ETF buyer in Q1 2017 was Franklin Resources, an estimated $5.73M added.
- The largest Franklin US Equity Index ETF seller in Q1 2017 was RPg Family Wealth Advisory, an estimated $44.2K sold.
Based on aggregated 13F filings for Q1 2017.