Franklin US Equity Index ETF
USPX
15 hedge funds and large institutions have $997M invested in Franklin US Equity Index ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
15% more funds holding
Funds holding: 13 → 15 (+2)
9% more capital invested
Capital invested by funds: $914M → $997M (+$82.5M)
1.2% less ownership
Funds ownership: 92.1% → 90.9% (-1.2%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.6M |
| 2 |
JP Morgan Chase
New York
|
+$1.2M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$949K |
| 4 |
LPL Financial
San Diego,
California
|
+$486K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$225K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$6.86M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$3.01M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.93M |
| 5 |
GS
GTS Securities
New York
|
-$639K |
USPX Hedge Fund Activity: Q1 2024 in Review
15 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Franklin US Equity Index ETF (USPX) for Q1 2024, worth a combined $997M — up 9% from $914M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new USPX positions and 3 closed out — a net gain of 2 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Old Mission Capital, adding an estimated $1.6M. The largest seller was Bank of New York Mellon, cutting an estimated $6.86M.
- 15 institutional investors held Franklin US Equity Index ETF (USPX) as of Q1 2024, up from 13 in Q4 2023.
- Funds reported $997M of Franklin US Equity Index ETF stock for Q1 2024, up 9% quarter-over-quarter.
- 5 funds opened new Franklin US Equity Index ETF positions in Q1 2024 and 3 closed out, a net change of +2 holders.
- The largest Franklin US Equity Index ETF buyer in Q1 2024 was Old Mission Capital, an estimated $1.6M added.
- The largest Franklin US Equity Index ETF seller in Q1 2024 was Bank of New York Mellon, an estimated $6.86M sold.
Based on aggregated 13F filings for Q1 2024.