Franklin US Equity Index ETF
USPX
8 hedge funds and large institutions have $12M invested in Franklin US Equity Index ETF in 2018 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.
5% less capital invested
Capital invested by funds: $12.6M → $12M (-$576K)
1.98% less ownership
Funds ownership: 68.69% → 66.71% (-2%)
11% less funds holding
Funds holding: 9 → 8 (-1)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$75.3K |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$44.4K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$1.61K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$301K |
| 2 |
Franklin Resources
San Mateo,
California
|
-$112K |
| 3 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$45.4K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$12.4K |
| 5 |
Jane Street
New York
|
-$10.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $9.32M | -$112K | -3,625 | -1% |
|
|
RFWA
2
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $1.23M | -$45.4K | -1,464 | -3% |
|
|
3
Jane Street
New York
| $593K | -$10.6K | -343 | -2% |
|
|
4
LPL Financial
San Diego,
California
| $498K | +$75.3K | +2,430 | +17% |
|
|
5
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $272K | +$44.4K | +1,432 | +19% |
|
|
AG
6
Advisor Group
Phoenix,
Arizona
| $83K | -$12.4K | -400 | -13% |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $20K | +$1.61K | +52 | +9% |
|
8
UBS Group
Zurich,
Switzerland
| $1K | -$4.25K | -137 | -76% |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$301K | -9,841 | Closed |
|
USPX Hedge Fund Activity: Q1 2018 in Review
8 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Franklin US Equity Index ETF (USPX) for Q1 2018, worth a combined $12M — down 4.6% from $12.6M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of USPX and 0 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 3 added.
The largest buyer was LPL Financial, adding an estimated $75.3K. The largest seller was Citadel Advisors, exiting entirely with an estimated $301K sold.
- 8 institutional investors held Franklin US Equity Index ETF (USPX) as of Q1 2018, down from 9 in Q4 2017.
- Funds reported $12M of Franklin US Equity Index ETF stock for Q1 2018, down 4.6% quarter-over-quarter.
- 0 funds opened new Franklin US Equity Index ETF positions in Q1 2018 and 1 closed out, a net change of -1 holder.
- The largest Franklin US Equity Index ETF buyer in Q1 2018 was LPL Financial, an estimated $75.3K added.
- The largest Franklin US Equity Index ETF seller in Q1 2018 was Citadel Advisors, an estimated $301K sold.
Based on aggregated 13F filings for Q1 2018.