Franklin US Equity Index ETF
USPX
7 hedge funds and large institutions have $11.9M invested in Franklin US Equity Index ETF in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
17% more funds holding
Funds holding: 6 → 7 (+1)
1% more capital invested
Capital invested by funds: $11.7M → $11.9M (+$132K)
2.47% less ownership
Funds ownership: 69.96% → 67.49% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$861K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$77.2K |
| 3 |
LPL Financial
San Diego,
California
|
+$34.4K |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$28.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$1.39M |
| 2 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$39.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $9.21M | -$1.39M | -48,495 | -13% |
|
|
RFWA
2
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $1.24M | -$39.6K | -1,384 | -3% |
|
|
3
UBS Group
Zurich,
Switzerland
| $884K | +$861K | +30,122 | +100,407% |
|
|
4
LPL Financial
San Diego,
California
| $401K | +$34.4K | +1,204 | +10% |
|
|
AG
5
Advisor Group
Phoenix,
Arizona
| $79K | +$77.2K | +2,700 | New |
|
|
6
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $39K | +$28.9K | +1,010 | +331% |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $18K | – | – | – |
|
USPX Hedge Fund Activity: Q3 2017 in Review
7 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Franklin US Equity Index ETF (USPX) for Q3 2017, worth a combined $11.9M — up 1.1% from $11.7M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new USPX positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was UBS Group, adding an estimated $861K. The largest seller was Franklin Resources, cutting an estimated $1.39M.
- 7 institutional investors held Franklin US Equity Index ETF (USPX) as of Q3 2017, up from 6 in Q2 2017.
- Funds reported $11.9M of Franklin US Equity Index ETF stock for Q3 2017, up 1.1% quarter-over-quarter.
- 1 fund opened new Franklin US Equity Index ETF positions in Q3 2017 and 0 closed out, a net change of +1 holder.
- The largest Franklin US Equity Index ETF buyer in Q3 2017 was UBS Group, an estimated $861K added.
- The largest Franklin US Equity Index ETF seller in Q3 2017 was Franklin Resources, an estimated $1.39M sold.
Based on aggregated 13F filings for Q3 2017.