Franklin US Low Volatility High Dividend Index ETF
LVHD
34 hedge funds and large institutions have $291M invested in Franklin US Low Volatility High Dividend Index ETF in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 1 closing their positions.
375% more capital invested
Capital invested by funds: $61.3M → $291M (+$230M)
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
55% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 11
35.7% more ownership
Funds ownership: 39.73% → 75.43% (+36%)
10% more funds holding
Funds holding: 31 → 34 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
+$220M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.39M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.4M |
| 4 |
Jane Street
New York
|
+$1.3M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$693K |
| 2 |
VF
Virtu Financial
New York
|
-$576K |
| 3 |
Morgan Stanley
New York
|
-$425K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$201K |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$90.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
26
Advisor Group
Phoenix,
Arizona
| $387K | -$31.4K | -1,043 | -8% |
|
|
CAN
27
Cetera Advisor Networks
El Segundo,
California
| $271K | +$14.9K | +495 | +6% |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $211K | +$392 | +13 | +0.2% |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $101K | +$100K | +3,326 | New |
|
30
Citigroup
New York
| $40K | +$39.6K | +1,315 | New |
|
|
YWP
31
YorkBridge Wealth Partners
New York
| $30K | – | – | – |
|
32
Envestnet Asset Management
Chicago,
Illinois
| $13K | -$65.7K | -2,179 | -83% |
|
|
LTFS
33
Ladenburg Thalmann Financial Services
Miami,
Florida
| $10K | – | – | – |
|
34
US Bancorp
Minneapolis,
Minnesota
| $3K | -$844 | -28 | -25% |
|
|
VF
35
Virtu Financial
New York
| – | -$576K | -19,195 | Closed |
|
LVHD Hedge Fund Activity: Q3 2017 in Review
34 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 Q3 2017, worth a combined $291M — up 375% from $61.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LVHD positions and 1 closed out — a net gain of 3 holders — while 17 added to existing stakes and 11 trimmed.
The largest buyer was QS Investors, opening a new position worth an estimated $220M. The largest seller was MML Investors Services, cutting an estimated $693K.
- 34 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q3 2017, up from 31 in Q2 2017.
- Funds reported $291M of Franklin US Low Volatility High Dividend Index ETF stock for Q3 2017, up 375% quarter-over-quarter.
- 4 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q3 2017 and 1 closed out, a net change of +3 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q3 2017 was QS Investors, an estimated $220M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q3 2017 was MML Investors Services, an estimated $693K sold.
Based on aggregated 13F filings for Q3 2017.