Franklin US Equity Index ETF
USPX
8 hedge funds and large institutions have $9.83M invested in Franklin US Equity Index ETF in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
12% less ownership
Funds ownership: 66.71% → 54.71% (-12%)
18% less capital invested
Capital invested by funds: $12M → $9.83M (-$2.19M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$447K |
| 2 |
Jane Street
New York
|
+$219K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$15.1K |
| 4 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$7.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$2.4M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$272K |
| 3 |
LPL Financial
San Diego,
California
|
-$180K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$9.06K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $6.87M | -$2.4M | -79,500 | -26% |
|
|
RFWA
2
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $1.23M | +$7.7K | +255 | +0.6% |
|
|
3
Jane Street
New York
| $803K | +$219K | +7,254 | +37% |
|
|
CWM
4
Cornerstone Wealth Management
St. Peters,
Missouri
| $500K | +$447K | +14,785 | New |
|
|
5
LPL Financial
San Diego,
California
| $316K | -$180K | -5,961 | -36% |
|
|
AG
6
Advisor Group
Phoenix,
Arizona
| $73K | -$9.06K | -300 | -11% |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $20K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $16K | +$15.1K | +500 | +1,163% |
|
|
9
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$272K | -9,049 | Closed |
|
USPX Hedge Fund Activity: Q2 2018 in Review
8 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Franklin US Equity Index ETF (USPX) for Q2 2018, worth a combined $9.83M — down 18% from $12M a quarter earlier.
Fund positioning in USPX was balanced in Q2 2018: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 3 trimmed.
The largest buyer was Cornerstone Wealth Management, opening a new position worth an estimated $447K. The largest seller was Franklin Resources, cutting an estimated $2.4M.
- 8 institutional investors held Franklin US Equity Index ETF (USPX) as of Q2 2018, unchanged from Q1 2018.
- Funds reported $9.83M of Franklin US Equity Index ETF stock for Q2 2018, down 18% quarter-over-quarter.
- 1 fund opened new Franklin US Equity Index ETF positions in Q2 2018 and 1 closed out, a net change of 0 holders.
- The largest Franklin US Equity Index ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $447K added.
- The largest Franklin US Equity Index ETF seller in Q2 2018 was Franklin Resources, an estimated $2.4M sold.
Based on aggregated 13F filings for Q2 2018.