We are live on ! Find out more
USPX icon

Franklin US Equity Index ETF

24 hedge funds and large institutions have $653M invested in Franklin US Equity Index ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

43% less capital invested

Capital invested by funds: $1.15B → $653M (-$499M)

47.99% less ownership

Funds ownership: 100.9%52.92% (-48%)

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$461M -$515M -9,971,258 -53%
SA
2
Sanctuary Advisors
Indiana
$95.6M +$2.01M +38,940 +2%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$56M +$3.4M +65,806 +6%
JP Morgan Chase
4
JP Morgan Chase
New York
$16.5M +$677K +13,094 +4%
AI
5
Atria Investments
North Carolina
$13.5M +$370K +7,159 +3%
LPL Financial
6
LPL Financial
California
$4.02M +$3.77M +72,968 +1,350%
Goldman Sachs
7
Goldman Sachs
New York
$1.09M +$1.1M +21,274 New
PAS
8
Park Avenue Securities
New York
$1.06M +$25.5K +493 +2%
Jane Street
9
Jane Street
New York
$840K -$808K -15,640 -49%
GS
10
GTS Securities
New York
$826K -$2.4M -46,462 -74%
Mariner
11
Mariner
Kansas
$533K +$132K +2,546 +33%
IPW
12
IronBridge Private Wealth
Texas
$266K
Osaic Holdings
13
Osaic Holdings
Arizona
$254K +$1.55K +30 +0.6%
LA
14
Latitude Advisors
Florida
$252K +$254K +4,908 New
KFI
15
Key Financial Inc
Pennsylvania
$128K -$17.3K -335 -12%
Morgan Stanley
16
Morgan Stanley
New York
$95.4K +$25.9K +501 +37%
MWA
17
Medallion Wealth Advisors
Connecticut
$95.3K +$101K +1,945 New
Bank of America
18
Bank of America
North Carolina
$79.4K +$1.29K +25 +2%
RIL
19
Rothschild Investment LLC
Illinois
$57.5K
Citigroup
20
Citigroup
New York
$29.8K
S
21
SignatureFD
Georgia
$789
GRP
22
Global Retirement Partners
California
$513
Wells Fargo
23
Wells Fargo
California
$74 -$52 -1 -50%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$51 +$52 +1 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$1.83M -36,475 Closed

USPX Hedge Fund Activity: Q4 2024 in Review

24 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin US Equity Index ETF (USPX) for Q4 2024, worth a combined $653M — down 43% from $1.15B a quarter earlier.

Fund positioning in USPX was balanced in Q4 2024: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 5 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.77M. The largest seller was Franklin Resources, cutting an estimated $515M.

  • 24 institutional investors held Franklin US Equity Index ETF (USPX) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $653M of Franklin US Equity Index ETF stock for Q4 2024, down 43% quarter-over-quarter.
  • 4 funds opened new Franklin US Equity Index ETF positions in Q4 2024 and 4 closed out, a net change of 0 holders.
  • The largest Franklin US Equity Index ETF buyer in Q4 2024 was LPL Financial, an estimated $3.77M added.
  • The largest Franklin US Equity Index ETF seller in Q4 2024 was Franklin Resources, an estimated $515M sold.

Based on aggregated 13F filings for Q4 2024.