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Franklin US Equity Index ETF
USPX

13 hedge funds and large institutions have $914M invested in Franklin US Equity Index ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

20% more capital invested

Capital invested by funds: $761M → $914M (+$153M)

0.19% more ownership

Funds ownership: 91.9% → 92.1% (+0.19%)

0% more funds holding

Funds holding: 13 → 13 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
13
Holders Change
–
Holders Change %
0%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
8
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$58.3M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.12M
3
AI
Atria Investments
North Carolina
+$2.86M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.81M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$271K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$5.62M
2
LPL Financial
LPL Financial
California
-$380K
3
TRCT
Tower Research Capital (TRC)
New York
-$486

USPX Hedge Fund Activity: Q4 2023 in Review

13 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Franklin US Equity Index ETF (USPX) for Q4 2023, worth a combined $914M — up 20% from $761M a quarter earlier.

Fund positioning in USPX was balanced in Q4 2023: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 1 trimmed.

The largest buyer was Franklin Resources, adding an estimated $58.3M. The largest seller was JP Morgan Chase, cutting an estimated $5.62M.

  • 13 institutional investors held Franklin US Equity Index ETF (USPX) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $914M of Franklin US Equity Index ETF stock for Q4 2023, up 20% quarter-over-quarter.
  • 2 funds opened new Franklin US Equity Index ETF positions in Q4 2023 and 2 closed out, a net change of 0 holders.
  • The largest Franklin US Equity Index ETF buyer in Q4 2023 was Franklin Resources, an estimated $58.3M added.
  • The largest Franklin US Equity Index ETF seller in Q4 2023 was JP Morgan Chase, an estimated $5.62M sold.

Based on aggregated 13F filings for Q4 2023.