Franklin US Equity Index ETF
USPX
6 hedge funds and large institutions have $11.7M invested in Franklin US Equity Index ETF in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
100% more funds holding
Funds holding: 3 → 6 (+3)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
8.92% less ownership
Funds ownership: 78.88% → 69.96% (-8.9%)
32% less capital invested
Capital invested by funds: $17.2M → $11.7M (-$5.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$38.3K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$16.7K |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$8.47K |
| 4 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$1.56K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$834 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$5.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $10.1M | -$5.94M | -213,660 | -37% |
|
|
RFWA
2
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $1.22M | +$1.56K | +56 | +0.1% |
|
|
3
LPL Financial
San Diego,
California
| $349K | +$38.3K | +1,380 | +12% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $17K | +$16.7K | +600 | New |
|
|
5
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $9K | +$8.47K | +305 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $1K | +$834 | +30 | New |
|
USPX Hedge Fund Activity: Q2 2017 in Review
6 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Franklin US Equity Index ETF (USPX) for Q2 2017, worth a combined $11.7M — down 32% from $17.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new USPX positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, adding an estimated $38.3K. The largest seller was Franklin Resources, cutting an estimated $5.94M.
- 6 institutional investors held Franklin US Equity Index ETF (USPX) as of Q2 2017, up from 3 in Q1 2017.
- Funds reported $11.7M of Franklin US Equity Index ETF stock for Q2 2017, down 32% quarter-over-quarter.
- 3 funds opened new Franklin US Equity Index ETF positions in Q2 2017 and 0 closed out, a net change of +3 holders.
- The largest Franklin US Equity Index ETF buyer in Q2 2017 was LPL Financial, an estimated $38.3K added.
- The largest Franklin US Equity Index ETF seller in Q2 2017 was Franklin Resources, an estimated $5.94M sold.
Based on aggregated 13F filings for Q2 2017.