Franklin US Equity Index ETF
USPX
8 hedge funds and large institutions have $692M invested in Franklin US Equity Index ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
17% more capital invested
Capital invested by funds: $589M → $692M (+$103M)
1.03% less ownership
Funds ownership: 98.51% → 97.48% (-1%)
11% less funds holding
Funds holding: 9 → 8 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$58.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$404K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$70K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$348 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$945K |
| 2 |
Jane Street
New York
|
-$78.3K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$60.6K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$17.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $690M | +$58.6M | +1,685,340 | +10% |
|
|
2
Jane Street
New York
| $933K | -$78.3K | -2,254 | -8% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $616K | +$70K | +2,013 | +13% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $425K | -$60.6K | -1,744 | -13% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $415K | +$404K | +11,620 | New |
|
|
KFI
6
Key Financial Inc
West Chester,
Pennsylvania
| $101K | – | – | – |
|
|
7
Bank of America
Charlotte,
North Carolina
| $24.2K | +$348 | +10 | +1% |
|
|
GRP
8
Global Retirement Partners
San Rafael,
California
| $355 | – | – | – |
|
9
Wells Fargo
San Francisco,
California
| $35 | – | – | – |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$945K | -28,447 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$17.7K | -534 | Closed |
|
USPX Hedge Fund Activity: Q1 2023 in Review
8 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Franklin US Equity Index ETF (USPX) for Q1 2023, worth a combined $692M — up 17% from $589M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of USPX and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.
The largest buyer was Franklin Resources, adding an estimated $58.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $945K sold.
- 8 institutional investors held Franklin US Equity Index ETF (USPX) as of Q1 2023, down from 9 in Q4 2022.
- Funds reported $692M of Franklin US Equity Index ETF stock for Q1 2023, up 17% quarter-over-quarter.
- 1 fund opened new Franklin US Equity Index ETF positions in Q1 2023 and 2 closed out, a net change of -1 holder.
- The largest Franklin US Equity Index ETF buyer in Q1 2023 was Franklin Resources, an estimated $58.6M added.
- The largest Franklin US Equity Index ETF seller in Q1 2023 was Citadel Advisors, an estimated $945K sold.
Based on aggregated 13F filings for Q1 2023.