Franklin US Equity Index ETF
USPX
9 hedge funds and large institutions have $8.67M invested in Franklin US Equity Index ETF in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
13% more funds holding
Funds holding: 8 → 9 (+1)
6.64% more ownership
Funds ownership: 46.04% → 52.69% (+6.6%)
0% less capital invested
Capital invested by funds: $8.67M → $8.67M (-$2.08K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.35M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$196K |
| 3 |
Jane Street
New York
|
+$54K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$14.8K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.02K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$500K |
| 2 |
LPL Financial
San Diego,
California
|
-$24.7K |
| 3 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$2.93K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Franklin Resources
San Mateo,
California
| $4.99M | – | – | – |
|
|
2
Citadel Advisors
Miami,
Florida
| $1.27M | +$1.35M | +46,414 | New |
|
|
RFWA
3
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $1.12M | -$2.93K | -101 | -0.2% |
|
|
4
Jane Street
New York
| $745K | +$54K | +1,858 | +7% |
|
|
5
LPL Financial
San Diego,
California
| $247K | -$24.7K | -850 | -9% |
|
|
6
Bank of America
Charlotte,
North Carolina
| $185K | +$196K | +6,755 | New |
|
|
AG
7
Advisor Group
Phoenix,
Arizona
| $69K | +$1.02K | +35 | +1% |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $27K | +$14.8K | +510 | +111% |
|
9
UBS Group
Zurich,
Switzerland
| $14K | – | – | – |
|
|
CWM
10
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$500K | -14,770 | Closed |
|
USPX Hedge Fund Activity: Q4 2018 in Review
9 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Franklin US Equity Index ETF (USPX) for Q4 2018, worth a combined $8.67M — down 0.02% from $8.67M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new USPX positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.35M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $500K sold.
- 9 institutional investors held Franklin US Equity Index ETF (USPX) as of Q4 2018, up from 8 in Q3 2018.
- Funds reported $8.67M of Franklin US Equity Index ETF stock for Q4 2018, down 0.02% quarter-over-quarter.
- 2 funds opened new Franklin US Equity Index ETF positions in Q4 2018 and 1 closed out, a net change of +1 holder.
- The largest Franklin US Equity Index ETF buyer in Q4 2018 was Citadel Advisors, an estimated $1.35M added.
- The largest Franklin US Equity Index ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $500K sold.
Based on aggregated 13F filings for Q4 2018.