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 |
USPX Hedge Fund Activity: Q2 2023 in Review
10 of the 6,383 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.