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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
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$829M +$58.3M +1,493,880 +8%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$54.1M +$5.12M +131,243 +11%
AI
3
Atria Investments
North Carolina
$15.8M +$2.86M +73,344 +24%
JP Morgan Chase
4
JP Morgan Chase
New York
$11.1M -$5.62M -144,104 -35%
Citadel Advisors
5
Citadel Advisors
Florida
$1.93M +$1.81M +46,428 New
GS
6
GTS Securities
New York
$639K +$181K +4,642 +43%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$515K +$271K +6,956 +128%
OMC
8
Old Mission Capital
Illinois
$475K +$200K +5,122 +81%
Osaic Holdings
9
Osaic Holdings
Arizona
$185K +$2.77K +71 +2%
KFI
10
Key Financial Inc
Pennsylvania
$117K – – –
Bank of America
11
Bank of America
North Carolina
$64.1K +$45.2K +1,158 +303%
UBS Group
12
UBS Group
Switzerland
$4.29K +$4.02K +103 New
GRP
13
Global Retirement Partners
California
$416 – – –
Wells Fargo
14
Wells Fargo
California
$3 – – –
LPL Financial
15
LPL Financial
California
– -$380K -10,166 Closed
TRCT
16
Tower Research Capital (TRC)
New York
– -$486 -13 Closed

USPX Hedge Fund Activity: Q4 2023 in Review

13 of the 6,859 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.