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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.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $30.7M → $34.1M (+$3.45M)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

9.23% less ownership

Funds ownership: 89.06% → 79.83% (-9.2%)

14% less funds holding

Funds holding: 7 → 6 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
6
Holders Change
-1
Holders Change %
-14.29%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$2.44M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$143K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$128K
4
Morgan Stanley
Morgan Stanley
New York
+$4.47K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$375K
2
AssetMark Inc
AssetMark Inc
California
-$338K
3
UBS Group
UBS Group
Switzerland
-$8.55K
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 -$338K -12,843 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.49M +$143K +5,438 +3%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.58M +$128K +4,846 +3%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.47M +$2.44M +92,539 New
Morgan Stanley
5
Morgan Stanley
New York
$4.54K +$4.47K +170 New
UBS Group
6
UBS Group
Switzerland
$2.81K -$8.55K -325 -76%
Citadel Advisors
7
Citadel Advisors
Florida
– -$375K -14,679 Closed
PSFG
8
Park Square Financial Group
Georgia
– -$4.13K -162 Closed
Fidelity Investments
9
Fidelity Investments
Massachusetts
– -$26 -1 Closed

XUDV Hedge Fund Activity: Q3 2025 in Review

6 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Franklin U.S. Dividend Booster Index ETF (XUDV) for Q3 2025, worth a combined $34.1M — up 11% from $30.7M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of XUDV and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.

The largest buyer was Osaic Holdings, opening a new position worth an estimated $2.44M. The largest seller was Citadel Advisors, exiting entirely with an estimated $375K sold.

  • 6 institutional investors held Franklin U.S. Dividend Booster Index ETF (XUDV) as of Q3 2025, down from 7 in Q2 2025.
  • Funds reported $34.1M of Franklin U.S. Dividend Booster Index ETF stock for Q3 2025, up 11% quarter-over-quarter.
  • 2 funds opened new Franklin U.S. Dividend Booster Index ETF positions in Q3 2025 and 3 closed out, a net change of -1 holder.
  • The largest Franklin U.S. Dividend Booster Index ETF buyer in Q3 2025 was Osaic Holdings, an estimated $2.44M added.
  • The largest Franklin U.S. Dividend Booster Index ETF seller in Q3 2025 was Citadel Advisors, an estimated $375K sold.

Based on aggregated 13F filings for Q3 2025.