Franklin US Equity Index ETF
USPX
6 hedge funds and large institutions have $9.01M invested in Franklin US Equity Index ETF in 2019 Q2 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 3 closing their positions.
16.3% less ownership
Funds ownership: 64.58% → 48.29% (-16%)
33% less funds holding
Funds holding: 9 → 6 (-3)
44% less capital invested
Capital invested by funds: $16M → $9.01M (-$6.95M)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$880K |
| 2 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$67.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$6.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.43M |
| 3 |
LPL Financial
San Diego,
California
|
-$290K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$26K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$6.18K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $3.8M | +$880K | +28,489 | +30% |
|
|
2
Franklin Resources
San Mateo,
California
| $3.69M | -$6.2M | -200,750 | -63% |
|
|
RFWA
3
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $1.41M | +$67.3K | +2,178 | +5% |
|
|
AG
4
Advisor Group
Phoenix,
Arizona
| $72K | -$6.18K | -200 | -8% |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $29K | -$1.08K | -35 | -4% |
|
6
UBS Group
Zurich,
Switzerland
| $13K | -$2.96K | -96 | -19% |
|
|
7
Citadel Advisors
Miami,
Florida
| – | -$1.43M | -46,304 | Closed |
|
|
8
LPL Financial
San Diego,
California
| – | -$290K | -9,380 | Closed |
|
|
9
Bank of America
Charlotte,
North Carolina
| – | -$26K | -850 | Closed |
|
USPX Hedge Fund Activity: Q2 2019 in Review
6 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Franklin US Equity Index ETF (USPX) for Q2 2019, worth a combined $9.01M — down 44% from $16M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of USPX and 0 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 2 added.
The largest buyer was Jane Street, adding an estimated $880K. The largest seller was Franklin Resources, cutting an estimated $6.2M.
- 6 institutional investors held Franklin US Equity Index ETF (USPX) as of Q2 2019, down from 9 in Q1 2019.
- Funds reported $9.01M of Franklin US Equity Index ETF stock for Q2 2019, down 44% quarter-over-quarter.
- 0 funds opened new Franklin US Equity Index ETF positions in Q2 2019 and 3 closed out, a net change of -3 holders.
- The largest Franklin US Equity Index ETF buyer in Q2 2019 was Jane Street, an estimated $880K added.
- The largest Franklin US Equity Index ETF seller in Q2 2019 was Franklin Resources, an estimated $6.2M sold.
Based on aggregated 13F filings for Q2 2019.