Franklin US Low Volatility High Dividend Index ETF
LVHD
31 hedge funds and large institutions have $61.3M invested in Franklin US Low Volatility High Dividend Index ETF in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
157% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 7
14% more capital invested
Capital invested by funds: $53.8M → $61.3M (+$7.53M)
11% more funds holding
Funds holding: 28 → 31 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7.91% less ownership
Funds ownership: 47.63% → 39.73% (-7.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.36M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.98M |
| 3 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$1.21M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.11M |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$819K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.23M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$459K |
| 3 |
Jane Street
New York
|
-$438K |
| 4 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$105K |
| 5 |
VF
Virtu Financial
New York
|
-$79.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAN
26
Cetera Advisor Networks
El Segundo,
California
| $255K | +$31.1K | +1,038 | +14% |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $208K | +$25K | +832 | +14% |
|
28
Envestnet Asset Management
Chicago,
Illinois
| $78K | +$65.4K | +2,179 | +500% |
|
|
YWP
29
YorkBridge Wealth Partners
New York
| $30K | – | – | – |
|
|
LTFS
30
Ladenburg Thalmann Financial Services
Miami,
Florida
| $10K | +$9.75K | +325 | New |
|
31
US Bancorp
Minneapolis,
Minnesota
| $3K | – | – | – |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| – | -$9K | -300 | Closed |
|
LVHD Hedge Fund Activity: Q2 2017 in Review
31 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q2 2017, worth a combined $61.3M — up 14% from $53.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LVHD positions and 1 closed out — a net gain of 3 holders — while 18 added to existing stakes and 7 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.36M. The largest seller was Ameriprise, cutting an estimated $2.23M.
- 31 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q2 2017, up from 28 in Q1 2017.
- Funds reported $61.3M of Franklin US Low Volatility High Dividend Index ETF stock for Q2 2017, up 14% quarter-over-quarter.
- 4 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q2 2017 and 1 closed out, a net change of +3 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q2 2017 was Raymond James Financial Services Advisors, an estimated $2.36M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q2 2017 was Ameriprise, an estimated $2.23M sold.
Based on aggregated 13F filings for Q2 2017.