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XUDV

Franklin U.S. Dividend Booster Index ETF
XUDV

7 hedge funds and large institutions have $30.7M invested in Franklin U.S. Dividend Booster Index ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

2,818% more capital invested

Capital invested by funds: $1.05M → $30.7M (+$29.6M)

250% more funds holding

Funds holding: 2 → 7 (+5)

3.99% more ownership

Funds ownership: 85.07% → 89.06% (+4%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
7
Holders Change
+5
Holders Change %
+250%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
–
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
+$19.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.85M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.04M
4
UBS Group
UBS Group
Switzerland
+$10.4K
5
PSFG
Park Square Financial Group
Georgia
+$3.93K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$676K
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$24
Name Holding Trade Value Shares
Change 		Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$20.9M +$19.9M +820,785 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.09M +$4.85M +199,887 New
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.25M +$4.04M +166,417 New
Citadel Advisors
4
Citadel Advisors
Florida
$375K -$676K -27,855 -65%
UBS Group
5
UBS Group
Switzerland
$11K +$10.4K +430 New
PSFG
6
Park Square Financial Group
Georgia
$4.13K +$3.93K +162 New
Fidelity Investments
7
Fidelity Investments
Massachusetts
$26 -$24 -1 -50%

XUDV Hedge Fund Activity: Q2 2025 in Review

7 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Franklin U.S. Dividend Booster Index ETF (XUDV) for Q2 2025, worth a combined $30.7M — up 2,818% from $1.05M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XUDV positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 2 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $19.9M. The largest seller was Citadel Advisors, cutting an estimated $676K.

  • 7 institutional investors held Franklin U.S. Dividend Booster Index ETF (XUDV) as of Q2 2025, up from 2 in Q1 2025.
  • Funds reported $30.7M of Franklin U.S. Dividend Booster Index ETF stock for Q2 2025, up 2,818% quarter-over-quarter.
  • 5 funds opened new Franklin U.S. Dividend Booster Index ETF positions in Q2 2025 and 0 closed out, a net change of +5 holders.
  • The largest Franklin U.S. Dividend Booster Index ETF buyer in Q2 2025 was AssetMark Inc, an estimated $19.9M added.
  • The largest Franklin U.S. Dividend Booster Index ETF seller in Q2 2025 was Citadel Advisors, an estimated $676K sold.

Based on aggregated 13F filings for Q2 2025.