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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.44M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$143K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$128K |
| 4 |
Morgan Stanley
New York
|
+$4.47K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$375K |
| 2 |
AssetMark Inc
Concord,
California
|
-$338K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$8.55K |
| 4 |
PSFG
Park Square Financial Group
Roswell,
Georgia
|
-$4.13K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$26 |
XUDV Hedge Fund Activity: Q3 2025 in Review
6 of the 7,643 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.