Franklin US Low Volatility High Dividend Index ETF
LVHD
27 hedge funds and large institutions have $53.4M invested in Franklin US Low Volatility High Dividend Index ETF in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
49.14% more ownership
Funds ownership: 0% → 49.14% (+49%)
32% more capital invested
Capital invested by funds: $40.6M → $53.4M (+$12.8M)
29% more funds holding
Funds holding: 21 → 27 (+6)
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.01M |
| 2 |
Morgan Stanley
New York
|
+$3.7M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.17M |
| 4 |
Jane Street
New York
|
+$1.12M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$352K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.9M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$520K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$379K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$344K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$158K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
US Bancorp
Minneapolis,
Minnesota
| $20K | +$19.7K | +709 | New |
|
27
Envestnet Asset Management
Chicago,
Illinois
| $11K | -$28.2K | -1,013 | -73% |
|
|
28
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$520K | -18,375 | Closed |
|
LVHD Hedge Fund Activity: Q4 2016 in Review
27 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q4 2016, worth a combined $53.4M — up 32% from $40.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LVHD positions and 1 closed out — a net gain of 6 holders — while 10 added to existing stakes and 9 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $9.01M. The largest seller was Bank of America, cutting an estimated $6.9M.
- 27 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q4 2016, up from 21 in Q3 2016.
- Funds reported $53.4M of Franklin US Low Volatility High Dividend Index ETF stock for Q4 2016, up 32% quarter-over-quarter.
- 7 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q4 2016 and 1 closed out, a net change of +6 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q4 2016 was Ameriprise, an estimated $9.01M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q4 2016 was Bank of America, an estimated $6.9M sold.
Based on aggregated 13F filings for Q4 2016.