Franklin US Equity Index ETF
USPX
8 hedge funds and large institutions have $1.46M invested in Franklin US Equity Index ETF in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
60% more funds holding
Funds holding: 5 → 8 (+3)
55% more capital invested
Capital invested by funds: $942K → $1.46M (+$514K)
2.99% more ownership
Funds ownership: 7.16% → 10.16% (+3%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$391K |
| 2 |
KFI
Key Financial Inc
West Chester,
Pennsylvania
|
+$74.9K |
| 3 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$5.02K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$69 |
| 5 |
Wells Fargo
San Francisco,
California
|
+$34 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$36.6K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$23K |
| 3 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$13K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $851K | -$36.6K | -1,065 | -4% |
|
|
2
Jane Street
New York
| $408K | +$391K | +11,368 | New |
|
3
Osaic Holdings
Scottsdale,
Arizona
| $99K | – | – | – |
|
|
KFI
4
Key Financial Inc
West Chester,
Pennsylvania
| $78K | +$74.9K | +2,179 | New |
|
|
D
5
Diversified
Wilmington,
Delaware
| $15K | +$15.4K | +447 | New |
|
|
APA
6
American Portfolios Advisors
Holbrook,
New York
| $5.24K | +$5.02K | +146 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$23K | -700 | Closed |
|
|
CAL
8
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$13K | -400 | Closed |
|
|
9
Wells Fargo
San Francisco,
California
| – | +$34 | +1 | New |
|
|
10
Bank of America
Charlotte,
North Carolina
| – | +$69 | +2 | +100% |
|
USPX Hedge Fund Activity: Q4 2020 in Review
8 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Franklin US Equity Index ETF (USPX) for Q4 2020, worth a combined $1.46M — up 55% from $942K a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new USPX positions and 2 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $391K. The largest seller was Franklin Resources, cutting an estimated $36.6K.
- 8 institutional investors held Franklin US Equity Index ETF (USPX) as of Q4 2020, up from 5 in Q3 2020.
- Funds reported $1.46M of Franklin US Equity Index ETF stock for Q4 2020, up 55% quarter-over-quarter.
- 5 funds opened new Franklin US Equity Index ETF positions in Q4 2020 and 2 closed out, a net change of +3 holders.
- The largest Franklin US Equity Index ETF buyer in Q4 2020 was Jane Street, an estimated $391K added.
- The largest Franklin US Equity Index ETF seller in Q4 2020 was Franklin Resources, an estimated $36.6K sold.
Based on aggregated 13F filings for Q4 2020.