Franklin US Low Volatility High Dividend Index ETF
LVHD
28 hedge funds and large institutions have $53.8M invested in Franklin US Low Volatility High Dividend Index ETF in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 2 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
4% more funds holding
Funds holding: 27 → 28 (+1)
1% more capital invested
Capital invested by funds: $53.4M → $53.8M (+$368K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.51% less ownership
Funds ownership: 49.14% → 47.63% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.46M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.29M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.28M |
| 4 |
VF
Virtu Financial
New York
|
+$642K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$367K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.6M |
| 2 |
HFM
Harvest Fund Management
Beijing,
China
|
-$1.14M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$595K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$249K |
| 5 |
Jane Street
New York
|
-$131K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Envestnet Asset Management
Chicago,
Illinois
| $13K | +$1.91K | +65 | +18% |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $9K | +$8.82K | +300 | New |
|
28
US Bancorp
Minneapolis,
Minnesota
| $3K | -$17.5K | -596 | -84% |
|
|
HFM
29
Harvest Fund Management
Beijing,
China
| – | -$1.14M | -39,981 | Closed |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$249K | -8,742 | Closed |
|
LVHD Hedge Fund Activity: Q1 2017 in Review
28 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q1 2017, worth a combined $53.8M — up 0.69% from $53.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LVHD positions and 2 closed out — a net gain of 2 holders — while 15 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.46M. The largest seller was Ameriprise, cutting an estimated $4.6M.
- 28 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q1 2017, up from 27 in Q4 2016.
- Funds reported $53.8M of Franklin US Low Volatility High Dividend Index ETF stock for Q1 2017, up 0.69% quarter-over-quarter.
- 4 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q1 2017 and 2 closed out, a net change of +2 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q1 2017 was Morgan Stanley, an estimated $1.46M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q1 2017 was Ameriprise, an estimated $4.6M sold.
Based on aggregated 13F filings for Q1 2017.