Franklin US Equity Index ETF
USPX
9 hedge funds and large institutions have $589M invested in Franklin US Equity Index ETF in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
42% more capital invested
Capital invested by funds: $415M → $589M (+$175M)
0% more funds holding
Funds holding: 9 → 9 (0)
9.49% less ownership
Funds ownership: 108% → 98.51% (-9.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$148M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$952K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$510K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$352K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$7.46K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$343K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$33 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $586M | +$148M | +4,416,025 | +33% |
|
|
2
Citadel Advisors
Miami,
Florida
| $945K | +$952K | +28,447 | New |
|
|
3
Jane Street
New York
| $943K | -$343K | -10,259 | -27% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $507K | +$510K | +15,244 | New |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $453K | +$352K | +10,516 | +336% |
|
|
KFI
6
Key Financial Inc
West Chester,
Pennsylvania
| $88.1K | – | – | – |
|
7
Bank of America
Charlotte,
North Carolina
| $22.2K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $17.7K | +$7.46K | +223 | +72% |
|
|
GRP
9
Global Retirement Partners
San Rafael,
California
| $332 | – | – | – |
|
|
10
Wells Fargo
San Francisco,
California
| – | -$33 | -1 | Closed |
|
USPX Hedge Fund Activity: Q4 2022 in Review
9 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Franklin US Equity Index ETF (USPX) for Q4 2022, worth a combined $589M — up 42% from $415M 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 1 trimmed.
The largest buyer was Franklin Resources, adding an estimated $148M. The largest seller was Jane Street, cutting an estimated $343K.
- 9 institutional investors held Franklin US Equity Index ETF (USPX) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $589M of Franklin US Equity Index ETF stock for Q4 2022, up 42% quarter-over-quarter.
- 2 funds opened new Franklin US Equity Index ETF positions in Q4 2022 and 1 closed out, a net change of +1 holder.
- The largest Franklin US Equity Index ETF buyer in Q4 2022 was Franklin Resources, an estimated $148M added.
- The largest Franklin US Equity Index ETF seller in Q4 2022 was Jane Street, an estimated $343K sold.
Based on aggregated 13F filings for Q4 2022.