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Franklin US Low Volatility High Dividend Index ETF
LVHD

44 hedge funds and large institutions have $341M invested in Franklin US Low Volatility High Dividend Index ETF in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

29% more funds holding

Funds holding: 34 → 44 (+10)

17% more capital invested

Capital invested by funds: $291M → $341M (+$50.1M)

5.06% more ownership

Funds ownership: 75.43% → 80.49% (+5.1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
44
Holders Change
+10
Holders Change %
+29.41%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
21
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$12.5M
2
AW
ACG Wealth
Georgia
+$7.91M
3
Morgan Stanley
Morgan Stanley
New York
+$4.33M
4
Ameriprise
Ameriprise
Minnesota
+$4.06M
5
LPL Financial
LPL Financial
California
+$1.92M

Top Sellers

Rank Fund Capital Flow
1
QI
QS Investors
New York
-$4.07M
2
Jane Street
Jane Street
New York
-$1.6M
3
ICOA
Investment Centers of America
North Dakota
-$770K
4
PAG
Private Advisor Group
New Jersey
-$751K
5
Citadel Advisors
Citadel Advisors
Florida
-$562K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
26
Andesa Financial Management
Pennsylvania
$777K +$768K +24,713 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$734K -$243K -7,813 -25%
MI
28
Moneywise Inc
Virginia
$637K -$89.9K -2,893 -13%
CWM
29
Cornerstone Wealth Management
Missouri
$555K +$43.9K +1,413 +9%
AG
30
Advisor Group
Arizona
$429K +$25.5K +821 +6%
Jane Street
31
Jane Street
New York
$396K -$1.6M -51,465 -80%
UCFA
32
United Capital Financial Advisors
Texas
$382K +$376K +12,100 New
IA
33
IFP Advisors
Florida
$353K +$132K +4,238 +61%
CAN
34
Cetera Advisor Networks
California
$351K +$67K +2,155 +24%
Wells Fargo
35
Wells Fargo
California
$318K -$150K -4,818 -32%
GFPC
36
Global Financial Private Capital
Florida
$307K +$302K +9,724 New
ACI
37
Alpha Cubed Investments
California
$256K +$252K +8,108 New
SWP
38
Stratos Wealth Partners
Ohio
$88K +$87.1K +2,803 New
APA
39
American Portfolios Advisors
New York
$60.9K +$60K +1,930 New
YWP
40
YorkBridge Wealth Partners
New York
$30K – – –
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$20K +$10K +323 +99%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$14K +$124 +4 +0.9%
US Bancorp
43
US Bancorp
Minnesota
$3K – – –
ICOA
44
Investment Centers of America
North Dakota
– -$770K -25,450 Closed
Citadel Advisors
45
Citadel Advisors
Florida
– -$562K -18,568 Closed
GFP
46
Gryphon Financial Partners
Ohio
– +$311 +10 New
1
2

LVHD Hedge Fund Activity: Q4 2017 in Review

44 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q4 2017, worth a combined $341M — up 17% from $291M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LVHD positions and 2 closed out — a net gain of 10 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was UBS Group, adding an estimated $12.5M. The largest seller was QS Investors, cutting an estimated $4.07M.

  • 44 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q4 2017, up from 34 in Q3 2017.
  • Funds reported $341M of Franklin US Low Volatility High Dividend Index ETF stock for Q4 2017, up 17% quarter-over-quarter.
  • 12 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q4 2017 and 2 closed out, a net change of +10 holders.
  • The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q4 2017 was UBS Group, an estimated $12.5M added.
  • The largest Franklin US Low Volatility High Dividend Index ETF seller in Q4 2017 was QS Investors, an estimated $4.07M sold.

Based on aggregated 13F filings for Q4 2017.