Franklin U.S. Dividend Booster Index ETF
XUDV
11 hedge funds and large institutions have $53.6M invested in Franklin U.S. Dividend Booster Index ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
10% more funds holding
Funds holding: 10 → 11 (+1)
9% more capital invested
Capital invested by funds: $49M → $53.6M (+$4.55M)
0.05% more ownership
Funds ownership: 92.54% → 92.58% (+0.05%)
83% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.19M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$703K |
| 3 |
RF
Rossby Financial
Melbourne,
Florida
|
+$102K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$225K |
| 2 |
AssetMark Inc
Concord,
California
|
-$213K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$206K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$11.4K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.73K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
AssetMark Inc
Concord,
California
| $22.6M | -$213K | -7,540 | -0.9% |
|
2
Franklin Resources
San Mateo,
California
| $16.6M | – | – | – |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $5.58M | -$225K | -7,958 | -4% |
|
|
4
Cetera Investment Advisers
Schaumburg,
Illinois
| $4.68M | -$206K | -7,298 | -4% |
|
|
5
Raymond James Financial
St Petersburg,
Florida
| $1.82M | +$703K | +24,896 | +63% |
|
|
6
Citadel Advisors
Miami,
Florida
| $1.19M | +$1.19M | +42,161 | New |
|
|
IA
7
Invested Advisors
State College,
Pennsylvania
| $590K | -$1.58K | -56 | -0.3% |
|
|
AAS
8
Ameritas Advisory Services
Lincoln,
Nebraska
| $313K | -$932 | -33 | -0.3% |
|
|
RF
9
Rossby Financial
Melbourne,
Florida
| $101K | +$102K | +3,594 | New |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $6K | -$3.73K | -132 | -39% |
|
|
CA
11
CoreCap Advisors
Southfield,
Michigan
| $3.61K | – | – | – |
|
|
12
Wells Fargo
San Francisco,
California
| – | -$11.4K | -429 | Closed |
|
XUDV Hedge Fund Activity: Q1 2026 in Review
11 of the 8,141 institutional investors tracked by Wall St. Rank reported a position in Franklin U.S. Dividend Booster Index ETF (XUDV) for Q1 2026, worth a combined $53.6M — up 9.3% from $49M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new XUDV positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 6 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.19M. The largest seller was Envestnet Asset Management, cutting an estimated $225K.
- 11 institutional investors held Franklin U.S. Dividend Booster Index ETF (XUDV) as of Q1 2026, up from 10 in Q4 2025.
- Funds reported $53.6M of Franklin U.S. Dividend Booster Index ETF stock for Q1 2026, up 9.3% quarter-over-quarter.
- 2 funds opened new Franklin U.S. Dividend Booster Index ETF positions in Q1 2026 and 1 closed out, a net change of +1 holder.
- The largest Franklin U.S. Dividend Booster Index ETF buyer in Q1 2026 was Citadel Advisors, an estimated $1.19M added.
- The largest Franklin U.S. Dividend Booster Index ETF seller in Q1 2026 was Envestnet Asset Management, an estimated $225K sold.
Based on aggregated 13F filings for Q1 2026.