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Franklin US Equity Index ETF

24 hedge funds and large institutions have $1.15B invested in Franklin US Equity Index ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

41% more funds holding

Funds holding: 1724 (+7)

1.56% more ownership

Funds ownership: 99.34%100.9% (+1.6%)

3% more capital invested

Capital invested by funds: $1.12B → $1.15B (+$28.4M)

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
24
Holders Change
+7
Holders Change %
+41.18%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
3
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$970M -$31.8M -657,086 -3%
SA
2
Sanctuary Advisors
Indiana
$92.1M -$7.91M -163,403 -9%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$51.5M -$11.7M -241,601 -19%
JP Morgan Chase
4
JP Morgan Chase
New York
$15.5M -$864K -17,858 -5%
AI
5
Atria Investments
North Carolina
$12.9M -$3.06M -63,295 -20%
GS
6
GTS Securities
New York
$3.14M -$2.21M -45,616 -42%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.83M +$77.1K +1,593 +5%
Jane Street
8
Jane Street
New York
$1.61M +$1.32M +27,337 +587%
PAS
9
Park Avenue Securities
New York
$1.01M +$451K +9,313 +86%
Citadel Advisors
10
Citadel Advisors
Florida
$678K +$653K +13,483 New
Mariner
11
Mariner
Kansas
$394K +$379K +7,831 New
LPL Financial
12
LPL Financial
California
$272K -$185K -3,812 -41%
IPW
13
IronBridge Private Wealth
Texas
$261K +$251K +5,184 New
Osaic Holdings
14
Osaic Holdings
Arizona
$247K -$6.92K -143 -3%
KFI
15
Key Financial Inc
Pennsylvania
$142K
Bank of America
16
Bank of America
North Carolina
$76.4K
Morgan Stanley
17
Morgan Stanley
New York
$68.3K +$65.7K +1,358 New
RIL
18
Rothschild Investment LLC
Illinois
$56.3K +$54.2K +1,120 New
Citigroup
19
Citigroup
New York
$29.1K +$28.1K +580 New
TAM
20
Tucker Asset Management
Colorado
$23K
UBS Group
21
UBS Group
Switzerland
$3.47K +$3.34K +69 New
S
22
SignatureFD
Georgia
$770 +$726 +15 New
GRP
23
Global Retirement Partners
California
$503
Wells Fargo
24
Wells Fargo
California
$94
OMC
25
Old Mission Capital
Illinois
-$3.17M -66,444 Closed

USPX Hedge Fund Activity: Q3 2024 in Review

24 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Franklin US Equity Index ETF (USPX) for Q3 2024, worth a combined $1.15B — up 2.5% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new USPX positions and 1 closed out — a net gain of 7 holders — while 3 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, adding an estimated $1.32M. The largest seller was Franklin Resources, cutting an estimated $31.8M.

  • 24 institutional investors held Franklin US Equity Index ETF (USPX) as of Q3 2024, up from 17 in Q2 2024.
  • Funds reported $1.15B of Franklin US Equity Index ETF stock for Q3 2024, up 2.5% quarter-over-quarter.
  • 8 funds opened new Franklin US Equity Index ETF positions in Q3 2024 and 1 closed out, a net change of +7 holders.
  • The largest Franklin US Equity Index ETF buyer in Q3 2024 was Jane Street, an estimated $1.32M added.
  • The largest Franklin US Equity Index ETF seller in Q3 2024 was Franklin Resources, an estimated $31.8M sold.

Based on aggregated 13F filings for Q3 2024.