Franklin US Equity Index ETF
USPX
13 hedge funds and large institutions have $761M invested in Franklin US Equity Index ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
30% more funds holding
Funds holding: 10 → 13 (+3)
4% less capital invested
Capital invested by funds: $789M → $761M (-$27.8M)
6.09% less ownership
Funds ownership: 97.99% → 91.9% (-6.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$9.16M |
| 2 |
JP Morgan Chase
New York
|
+$8.7M |
| 3 |
Bank of New York Mellon
New York
|
+$5.16M |
| 4 |
GS
GTS Securities
New York
|
+$417K |
| 5 |
LPL Financial
San Diego,
California
|
+$396K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$22.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$790K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$115K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$12.2K |
USPX Hedge Fund Activity: Q3 2023 in Review
13 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Franklin US Equity Index ETF (USPX) for Q3 2023, worth a combined $761M — down 3.5% from $789M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new USPX positions and 2 closed out — a net gain of 3 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Atria Investments, adding an estimated $9.16M. The largest seller was Franklin Resources, cutting an estimated $22.5M.
- 13 institutional investors held Franklin US Equity Index ETF (USPX) as of Q3 2023, up from 10 in Q2 2023.
- Funds reported $761M of Franklin US Equity Index ETF stock for Q3 2023, down 3.5% quarter-over-quarter.
- 5 funds opened new Franklin US Equity Index ETF positions in Q3 2023 and 2 closed out, a net change of +3 holders.
- The largest Franklin US Equity Index ETF buyer in Q3 2023 was Atria Investments, an estimated $9.16M added.
- The largest Franklin US Equity Index ETF seller in Q3 2023 was Franklin Resources, an estimated $22.5M sold.
Based on aggregated 13F filings for Q3 2023.