Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FRANKLIN TEMPLETON ETF TR (USPX)

29 + 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
↓ -2
Streak
1Q ▼
Buyers last Q
58%

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 — 94% of 3.0Y peak

94% of all-time peak
29 funds currently hold this stock — 94% of the 3.0-year high of 31 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 — 58% buying

15 buying11 selling
Last quarter: 15 funds bought or added vs 11 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: 7 → 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 → 7 → 5 → 6 → 3 new funds/Q
New funds entering each quarter: 7 → 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 11 reduced or exited (6 trimmed, 5 sold completely) — a 58% 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: -2 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

-- --

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

Is It Too Late to Buy FRANKLIN TEMPLETON ETF TR (USPX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much USPX has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 51d ago
USPX
+14.0%
SPY
+14.0%

USPX outperformed SPY by +0.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
USPX
+0.3%
SPY
+0.3%

Since the filing became public, USPX outperformed SPY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: USPX
29 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 29 31 -6.45%
13F Shares 16M 16M 0.22%
Total Value $918M $964M -4.81%
New Positions 3 6 -3
Increased Positions 12 13 -1
Closed Positions 5 2 +3
Reduced Positions 6 7 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: USPX

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

29 + 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 institutional holders of USPX — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sequent Planning LLC 5.14% 373,851 $21.3M
2 Sanctuary Advisors, LLC 0.66% 2,140,419 $121.7M
3 FRANKLIN RESOURCES INC 0.16% 11,711,192 $666.0M
4 Latitude Advisors, LLC 0.13% 4,969 $283K
5 Atria Investments, Inc 0.06% 97,668 $5.6M
6 Medallion Wealth Advisors, LLC 0.04% 1,945 $95K
7 Key FInancial Inc 0.02% 2,232 $127K
8 GTS SECURITIES LLC 0.01% 6,365 $362K
9 PARK AVENUE SECURITIES LLC 0.01% 26,566 $2K
10 Bogart Wealth, LLC 0.01% 2,543 $145K
11 OSAIC HOLDINGS, INC. 0.01% 61,850 $3.5M
12 ROTHSCHILD INVESTMENT LLC 0.00% 1,120 $64K
13 Larson Financial Group LLC 0.00% 1,780 $101K
14 LPL Financial LLC 0.00% 188,602 $10.7M
15 Cetera Investment Advisers 0.00% 16,359 $930K
16 Mariner, LLC 0.00% 6,378 $363K
17 CITADEL ADVISORS LLC 0.00% 39,656 $2.3M
18 GOLDMAN SACHS GROUP INC 0.00% 50,000 $2.8M
19 HUNTINGTON NATIONAL BANK 0.00% 899 $51K
20 ENVESTNET ASSET MANAGEMENT INC 0.00% 13,676 $778K
21 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% 480 $27K
22 Jackson, Grant Investment Advisers, Inc. 0.00% 2 —
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 5,479 $312K
24 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% 895 $51K
25 CITIGROUP INC 0.00% 732 $42K
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 — 58% buying: Last quarter: 15 funds bought or added vs 11 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.

Is it too late to buy FRANKLIN TEMPLETON ETF TR (USPX) following the 2026 Q1 hedge fund 13F filings?

As of today, USPX has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), USPX has gained +14.0% vs +14.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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