XUDV

Franklin U.S. Dividend Booster Index ETF
XUDV

6 hedge funds and large institutions have $34.1M invested in Franklin U.S. Dividend Booster Index ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership: →

less funds holding

Funds holding: →

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
6
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$2.47M
2
+$145K
3
+$129K
4
Morgan Stanley
Morgan Stanley
New York
+$4.54K

Top Sellers

1
-$375K
2
-$343K
3
-$8.68K
4
PSFG
Park Square Financial Group
Georgia
-$4.13K
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$26
Name Holding Trade Value Shares
Change 		Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$21.6M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.49M
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.58M
Osaic Holdings
4
Osaic Holdings
Arizona
$2.47M
Morgan Stanley
5
Morgan Stanley
New York
$4.54K
UBS Group
6
UBS Group
Switzerland
$2.81K
Citadel Advisors
7
Citadel Advisors
Florida
–
PSFG
8
Park Square Financial Group
Georgia
–
Fidelity Investments
9
Fidelity Investments
Massachusetts
–