Franklin US Equity Index ETF
USPX
10 hedge funds and large institutions have $789M invested in Franklin US Equity Index ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
25% more funds holding
Funds holding: 8 → 10 (+2)
14% more capital invested
Capital invested by funds: $692M → $789M (+$96.9M)
0.51% more ownership
Funds ownership: 97.48% → 97.99% (+0.51%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$37.9M |
| 2 |
JP Morgan Chase
New York
|
+$6.81M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$2.59M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$745K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$108K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$11.6M |
| 2 |
Jane Street
New York
|
-$933K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$616K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$415K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$281K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $738M | -$11.6M | -318,325 | -2% |
|
|
2
Bank of New York Mellon
New York
| $40.2M | +$37.9M | +1,035,827 | New |
|
|
3
JP Morgan Chase
New York
| $7.22M | +$6.81M | +186,172 | New |
|
|
AI
4
Atria Investments
Charlotte,
North Carolina
| $2.75M | +$2.59M | +70,864 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| $790K | +$745K | +20,363 | New |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $164K | -$281K | -7,670 | -64% |
|
|
7
UBS Group
Zurich,
Switzerland
| $115K | +$108K | +2,955 | New |
|
|
KFI
8
Key Financial Inc
West Chester,
Pennsylvania
| $110K | – | – | – |
|
9
Bank of America
Charlotte,
North Carolina
| $27K | +$586 | +16 | +2% |
|
|
GRP
10
Global Retirement Partners
San Rafael,
California
| $388 | – | – | – |
|
11
Wells Fargo
San Francisco,
California
| $11 | – | – | – |
|
|
12
Jane Street
New York
| – | -$933K | -26,134 | Closed |
|
|
OMC
13
Old Mission Capital
Chicago,
Illinois
| – | -$616K | -17,257 | Closed |
|
|
14
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$415K | -11,620 | Closed |
|
USPX Hedge Fund Activity: Q2 2023 in Review
10 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Franklin US Equity Index ETF (USPX) for Q2 2023, worth a combined $789M — up 14% from $692M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new USPX positions and 3 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $37.9M. The largest seller was Franklin Resources, cutting an estimated $11.6M.
- 10 institutional investors held Franklin US Equity Index ETF (USPX) as of Q2 2023, up from 8 in Q1 2023.
- Funds reported $789M of Franklin US Equity Index ETF stock for Q2 2023, up 14% quarter-over-quarter.
- 5 funds opened new Franklin US Equity Index ETF positions in Q2 2023 and 3 closed out, a net change of +2 holders.
- The largest Franklin US Equity Index ETF buyer in Q2 2023 was Bank of New York Mellon, an estimated $37.9M added.
- The largest Franklin US Equity Index ETF seller in Q2 2023 was Franklin Resources, an estimated $11.6M sold.
Based on aggregated 13F filings for Q2 2023.