Franklin US Equity Index ETF
USPX
9 hedge funds and large institutions have $16M invested in Franklin US Equity Index ETF in 2019 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
84% more capital invested
Capital invested by funds: $8.67M → $16M (+$7.3M)
11.9% more ownership
Funds ownership: 52.69% → 64.58% (+12%)
0% more funds holding
Funds holding: 9 → 9 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$4.08M |
| 2 |
Jane Street
New York
|
+$1.97M |
| 3 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$74K |
| 4 |
LPL Financial
San Diego,
California
|
+$11.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$176K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $9.87M | +$4.08M | +137,300 | +75% |
|
|
2
Jane Street
New York
| $2.89M | +$1.97M | +66,392 | +244% |
|
|
3
Citadel Advisors
Miami,
Florida
| $1.43M | -$3.27K | -110 | -0.2% |
|
|
RFWA
4
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $1.34M | +$74K | +2,491 | +6% |
|
|
5
LPL Financial
San Diego,
California
| $290K | +$11.3K | +381 | +4% |
|
|
AG
6
Advisor Group
Phoenix,
Arizona
| $77K | – | – | – |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $30K | – | – | – |
|
|
8
Bank of America
Charlotte,
North Carolina
| $26K | -$176K | -5,905 | -87% |
|
9
UBS Group
Zurich,
Switzerland
| $16K | – | – | – |
|
USPX Hedge Fund Activity: Q1 2019 in Review
9 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Franklin US Equity Index ETF (USPX) for Q1 2019, worth a combined $16M — up 84% from $8.67M a quarter earlier.
Fund positioning in USPX was balanced in Q1 2019: 0 funds opened new positions, 0 closed out, 4 added to existing stakes and 2 trimmed.
The largest buyer was Franklin Resources, adding an estimated $4.08M. The largest seller was Bank of America, cutting an estimated $176K.
- 9 institutional investors held Franklin US Equity Index ETF (USPX) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $16M of Franklin US Equity Index ETF stock for Q1 2019, up 84% quarter-over-quarter.
- 0 funds opened new Franklin US Equity Index ETF positions in Q1 2019 and 0 closed out.
- The largest Franklin US Equity Index ETF buyer in Q1 2019 was Franklin Resources, an estimated $4.08M added.
- The largest Franklin US Equity Index ETF seller in Q1 2019 was Bank of America, an estimated $176K sold.
Based on aggregated 13F filings for Q1 2019.