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Franklin US Equity Index ETF

31 hedge funds and large institutions have $964M invested in Franklin US Equity Index ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

7% more funds holding

Funds holding: 2931 (+2)

5% more capital invested

Capital invested by funds: $919M → $964M (+$45.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.77% less ownership

Funds ownership: 64.01%58.24% (-5.8%)

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
14
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$691M +$23.8M +401,364 +4%
SA
2
Sanctuary Advisors
Indiana
$119M +$4.5M +75,801 +4%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$78.7M +$140K +2,364 +0.2%
JP Morgan Chase
4
JP Morgan Chase
New York
$27.4M +$1.63M +27,413 +6%
SP
5
Sequent Planning
Nebraska
$19.3M +$2.58M +43,489 +16%
LPL Financial
6
LPL Financial
California
$11.4M +$632K +10,642 +6%
AI
7
Atria Investments
North Carolina
$4.27M +$1.72M +29,037 +68%
Citadel Advisors
8
Citadel Advisors
Florida
$3.24M +$1.28M +21,497 +66%
Goldman Sachs
9
Goldman Sachs
New York
$2.99M -$9.5M -160,013 -76%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.61M +$1.6M +27,000 New
PAS
11
Park Avenue Securities
New York
$1.35M +$80.7K +1,359 +6%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.28M -$347K -5,844 -21%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$795K +$2.38K +40 +0.3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$771K +$1.31K +22 +0.2%
Mariner
15
Mariner
Kansas
$395K +$2.79K +47 +0.7%
GS
16
GTS Securities
New York
$363K -$1.49M -25,098 -80%
LA
17
Latitude Advisors
Florida
$296K +$891 +15 +0.3%
BWL
18
Bogart Wealth LLC
Virginia
$152K +$151K +2,543 New
Bank of America
19
Bank of America
North Carolina
$139K -$24K -405 -15%
KFI
20
Key Financial Inc
Pennsylvania
$133K -$1.6K -27 -1%
MWA
21
Medallion Wealth Advisors
Connecticut
$116K
LFG
22
Larson Financial Group
Missouri
$106K +$106K +1,780 New
RIL
23
Rothschild Investment LLC
Illinois
$67K
HNB
24
Huntington National Bank
Ohio
$53.7K
Fidelity Investments
25
Fidelity Investments
Massachusetts
$51.5K -$1.9K -32 -4%

USPX Hedge Fund Activity: Q4 2025 in Review

31 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Franklin US Equity Index ETF (USPX) for Q4 2025, worth a combined $964M — up 5% from $919M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new USPX positions and 3 closed out — a net gain of 2 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was Franklin Resources, adding an estimated $23.8M. The largest seller was Goldman Sachs, cutting an estimated $9.5M.

  • 31 institutional investors held Franklin US Equity Index ETF (USPX) as of Q4 2025, up from 29 in Q3 2025.
  • Funds reported $964M of Franklin US Equity Index ETF stock for Q4 2025, up 5% quarter-over-quarter.
  • 5 funds opened new Franklin US Equity Index ETF positions in Q4 2025 and 3 closed out, a net change of +2 holders.
  • The largest Franklin US Equity Index ETF buyer in Q4 2025 was Franklin Resources, an estimated $23.8M added.
  • The largest Franklin US Equity Index ETF seller in Q4 2025 was Goldman Sachs, an estimated $9.5M sold.

Based on aggregated 13F filings for Q4 2025.