Franklin US Equity Index ETF
USPX
7 hedge funds and large institutions have $5.04M invested in Franklin US Equity Index ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
0% more funds holding
Funds holding: 7 → 7 (0)
9.94% less ownership
Funds ownership: 41.46% → 31.51% (-9.9%)
40% less capital invested
Capital invested by funds: $8.36M → $5.04M (-$3.31M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$1.96M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$20.8K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.91K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.03M |
| 2 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$1.6M |
| 3 |
Jane Street
New York
|
-$332K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $2.14M | +$1.96M | +62,695 | +354% |
|
|
2
Jane Street
New York
| $1.93M | -$332K | -10,591 | -13% |
|
|
3
Citadel Advisors
Miami,
Florida
| $863K | -$2.03M | -64,734 | -67% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $86K | +$101K | +3,225 | New |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $18K | +$20.8K | +663 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $2K | +$1.91K | +61 | New |
|
|
RFWA
7
RPg Family Wealth Advisory
Burlington,
Massachusetts
| – | -$1.6M | -47,682 | Closed |
|
USPX Hedge Fund Activity: Q1 2020 in Review
7 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Franklin US Equity Index ETF (USPX) for Q1 2020, worth a combined $5.04M — down 40% from $8.36M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new USPX positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Franklin Resources, adding an estimated $1.96M. The largest seller was Citadel Advisors, cutting an estimated $2.03M.
- 7 institutional investors held Franklin US Equity Index ETF (USPX) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $5.04M of Franklin US Equity Index ETF stock for Q1 2020, down 40% quarter-over-quarter.
- 3 funds opened new Franklin US Equity Index ETF positions in Q1 2020 and 1 closed out, a net change of +2 holders.
- The largest Franklin US Equity Index ETF buyer in Q1 2020 was Franklin Resources, an estimated $1.96M added.
- The largest Franklin US Equity Index ETF seller in Q1 2020 was Citadel Advisors, an estimated $2.03M sold.
Based on aggregated 13F filings for Q1 2020.