Franklin US Low Volatility High Dividend Index ETF
LVHD
44 hedge funds and large institutions have $477M invested in Franklin US Low Volatility High Dividend Index ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 5 closing their positions.
178% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 9
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
40% more capital invested
Capital invested by funds: $341M → $477M (+$135M)
0% more funds holding
Funds holding: 44 → 44 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
1.83% less ownership
Funds ownership: 80.49% → 78.66% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
+$140M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$7.86M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.91M |
| 4 |
Morgan Stanley
New York
|
+$2.9M |
| 5 |
CT
CPF Texas
Plano,
Texas
|
+$2.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.33M |
| 2 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$1.69M |
| 3 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
-$777K |
| 4 |
Citigroup
New York
|
-$642K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$394K |
LVHD Hedge Fund Activity: Q1 2018 in Review
44 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q1 2018, worth a combined $477M — up 40% from $341M a quarter earlier.
Fund positioning in LVHD was balanced in Q1 2018: 5 funds opened new positions, 5 closed out, 25 added to existing stakes and 9 trimmed.
The largest buyer was Edelman Financial Services, opening a new position worth an estimated $140M. The largest seller was Bank of America, cutting an estimated $3.33M.
- 44 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $477M of Franklin US Low Volatility High Dividend Index ETF stock for Q1 2018, up 40% quarter-over-quarter.
- 5 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q1 2018 and 5 closed out, a net change of 0 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q1 2018 was Edelman Financial Services, an estimated $140M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q1 2018 was Bank of America, an estimated $3.33M sold.
Based on aggregated 13F filings for Q1 2018.