Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Franklin Templeton ETF Tr (USPX)

36 + Investors. Track Smart Money conviction in USPX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
56%

Smart Money Signals — USPX

Based on 29 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their USPX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
29 funds currently hold this stock — 91% of the 3.0-year high of 32 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +32% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+32% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

15 buying12 selling
Last quarter: 15 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 5 → 6 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 34% long-term, 28% new

■ 34% conviction (2yr+) ■ 38% medium ■ 28% new
Of the 29 current holders: 10 (34%) held >2 years, 11 held 1–2 years, and 8 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

4 → 8 → 5 → 6 → 3 new funds/Q
New funds entering each quarter: 8 → 5 → 6 → 3. USPX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 34% veterans, 34% new entrants

■ 34% veterans ■ 31% 1-2yr ■ 34% new
Of 29 current holders: 10 (34%) held 2+ years, 9 held 1–2 years, 10 (34%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 83% AUM from top-100 funds

83% from top-100 AUM funds
11 of 29 holders are among the 100 largest funds by AUM, controlling 83% of total institutional value in USPX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — USPX

In 2026 Q1, 15 hedge funds were net buyers of USPX (3 opened a new position, 12 added to an existing one), while 12 reduced or exited (6 trimmed, 6 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 83% of total institutional value in USPX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 29.

Hedge Fund Ownership: USPX

How many hedge funds hold USPX — quarterly history vs. share price
Quarterly hedge fund ownership of USPX vs. share price

Market Analysis: USPX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: USPX

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: USPX
36 + Investors

Track Smart Money conviction in USPX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 36 29 24.14%
13F Shares 17M 16M 7.05%
Total Value $1.13B $918M 22.87%
New Positions 12 3 +9
Increased Positions 9 12 -3
Closed Positions 5 6 -1
Reduced Positions 6 6 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: USPX

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Institutional Holders (2026 Q2)

36 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in USPX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 USPX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sequent Planning LLC 5.72% 409,988 $26.8M
2 Sanctuary Advisors, LLC 0.65% 2,141,932 $139.9M
3 Franklin Resources Inc 0.17% 12,036,298 $786.0M
4 Latitude Advisors, LLC 0.13% 4,969 $324K
5 Atria Investments, Inc 0.09% 130,864 $8.5M
6 RFG Advisory, LLC 0.07% 65,040 $4.2M
7 Second Line Capital, LLC 0.06% 4,966 $325K
8 TOWER TRUST & INVESTMENT Co 0.05% 1,252 $82K
9 Key FInancial Inc 0.02% 2,232 $146K
10 Clearstead Advisors, LLC 0.01% 9,392 $613K
11 Bogart Wealth, LLC 0.01% 2,543 $166K
12 Osaic Holdings, INC. 0.00% 53,628 $3.5M
13 Larson Financial Group LLC 0.00% 1,780 $116K
14 Rothschild Investment LLC 0.00% 1,120 $73K
15 LPL Financial LLC 0.00% 183,477 $12.0M
16 Private Advisor Group, LLC 0.00% 7,834 $512K
17 Ameriprise Financial Inc 0.00% 173,851 $11.3M
18 Aptus Capital Advisors, LLC 0.00% 4,966 $324K
19 Jpmorgan Chase & Co 0.00% 508,733 $32.9M
20 CoreCap Advisors, LLC 0.00% 567 $37K
21 Cetera Investment Advisers 0.00% 17,590 $1.1M
22 Goldman Sachs Group Inc 0.00% 50,000 $3.3M
23 Huntington National Bank 0.00% 699 $46K
24 Envestnet Asset Management Inc 0.00% 7,830 $511K
25 O'shaughnessy Asset Management, LLC 0.00% 397 $26K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Franklin Templeton ETF Tr (USPX)

What does the Smart Money Trend signal show for USPX?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their USPX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for USPX?

Slight buying edge — 56% buying: Last quarter: 15 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for USPX holders?

Elite ownership — 83% AUM from top-100 funds: 11 of 29 holders are among the 100 largest funds by AUM, controlling 83% of total institutional value in USPX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held USPX?

Mixed — 34% long-term, 28% new: Of the 29 current holders: 10 (34%) held >2 years, 11 held 1–2 years, and 8 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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