Franklin U.S. Dividend Booster Index ETF
XUDV
10 hedge funds and large institutions have $49M invested in Franklin U.S. Dividend Booster Index ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
67% more funds holding
Funds holding: 6 → 10 (+4)
44% more capital invested
Capital invested by funds: $34.1M → $49M (+$14.9M)
12.71% more ownership
Funds ownership: 79.83% → 92.54% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$15.6M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.05M |
| 3 |
IA
Invested Advisors
State College,
Pennsylvania
|
+$555K |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$294K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$46.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.47M |
| 2 |
Morgan Stanley
New York
|
-$4.54K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.81K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
AssetMark Inc
Concord,
California
| $21.4M | +$39.9K | +1,510 | +0.2% |
|
|
2
Franklin Resources
San Mateo,
California
| $15.6M | +$15.6M | +590,000 | New |
|
3
Envestnet Asset Management
Chicago,
Illinois
| $5.45M | +$10.8K | +409 | +0.2% |
|
|
4
Cetera Investment Advisers
Schaumburg,
Illinois
| $4.58M | +$46.8K | +1,769 | +1% |
|
|
5
Raymond James Financial
St Petersburg,
Florida
| $1.05M | +$1.05M | +39,584 | New |
|
|
IA
6
Invested Advisors
State College,
Pennsylvania
| $556K | +$555K | +20,980 | New |
|
|
AAS
7
Ameritas Advisory Services
Lincoln,
Nebraska
| $294K | +$294K | +11,109 | New |
|
8
Wells Fargo
San Francisco,
California
| $11.4K | +$11.3K | +429 | New |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $9K | +$8.94K | +338 | New |
|
|
CA
10
CoreCap Advisors
Southfield,
Michigan
| $3.39K | +$3.39K | +128 | New |
|
|
11
Osaic Holdings
Scottsdale,
Arizona
| – | -$2.47M | -92,539 | Closed |
|
|
12
Morgan Stanley
New York
| – | -$4.54K | -170 | Closed |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$2.81K | -105 | Closed |
|
XUDV Hedge Fund Activity: Q4 2025 in Review
10 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in Franklin U.S. Dividend Booster Index ETF (XUDV) for Q4 2025, worth a combined $49M — up 44% from $34.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new XUDV positions and 3 closed out — a net gain of 4 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Franklin Resources, opening a new position worth an estimated $15.6M. The largest seller was Osaic Holdings, exiting entirely with an estimated $2.47M sold.
- 10 institutional investors held Franklin U.S. Dividend Booster Index ETF (XUDV) as of Q4 2025, up from 6 in Q3 2025.
- Funds reported $49M of Franklin U.S. Dividend Booster Index ETF stock for Q4 2025, up 44% quarter-over-quarter.
- 7 funds opened new Franklin U.S. Dividend Booster Index ETF positions in Q4 2025 and 3 closed out, a net change of +4 holders.
- The largest Franklin U.S. Dividend Booster Index ETF buyer in Q4 2025 was Franklin Resources, an estimated $15.6M added.
- The largest Franklin U.S. Dividend Booster Index ETF seller in Q4 2025 was Osaic Holdings, an estimated $2.47M sold.
Based on aggregated 13F filings for Q4 2025.