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Franklin US Low Volatility High Dividend Index ETF
LVHD

79 hedge funds and large institutions have $628M invested in Franklin US Low Volatility High Dividend Index ETF in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

183% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 12

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

25% more funds holding

Funds holding: 63 → 79 (+16)

9% more capital invested

Capital invested by funds: $578M → $628M (+$50.3M)

2.28% less ownership

Funds ownership: 73.51% → 71.22% (-2.3%)

Holders
79
Holders Change
+16
Holders Change %
+25.4%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
22
Increased
34
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.63M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$7.78M
3
Bank of America
Bank of America
North Carolina
+$4.08M
4
HIM
Hanlon Investment Management
New Jersey
+$2.95M
5
LPL Financial
LPL Financial
California
+$2.92M

Top Sellers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
-$3.96M
2
Jane Street
Jane Street
New York
-$1.74M
3
Ameriprise
Ameriprise
Minnesota
-$1.59M
4
SVWAG
Sound View Wealth Advisors Group
Georgia
-$798K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$708K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$1.95M -$1.74M -51,830 -48%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.91M +$797K +23,761 +74%
AAS
28
Avantax Advisory Services
Texas
$1.82M +$368K +10,981 +26%
Goldman Sachs
29
Goldman Sachs
New York
$1.31M – – –
QWM
30
Quaker Wealth Management
New Jersey
$1.21M +$1.19M +35,515 New
CAC
31
Certified Advisory Corp
Florida
$1.18M +$149K +4,441 +15%
APA
32
American Portfolios Advisors
New York
$963K +$160K +4,758 +20%
Citadel Advisors
33
Citadel Advisors
Florida
$928K +$913K +27,216 New
SI
34
Stephens Inc
Arkansas
$753K -$36.9K -1,100 -5%
FHA
35
Flagship Harbor Advisors
Massachusetts
$637K -$39.7K -1,182 -6%
SW
36
SkyOak Wealth
Michigan
$586K +$577K +17,196 New
LNWWM
37
Laird Norton Wetherby Wealth Management
California
$535K – – –
Stifel Financial
38
Stifel Financial
Missouri
$506K +$163K +4,846 +48%
AF
39
Allworth Financial
California
$497K +$315K +9,376 +179%
CAN
40
Cetera Advisor Networks
California
$475K +$40.3K +1,200 +9%
WWM
41
Western Wealth Management
Colorado
$457K +$176K +5,236 +64%
SWP
42
Stratos Wealth Partners
Ohio
$429K +$422K +12,581 New
DC
43
Davenport & Co
Virginia
$427K +$421K +12,535 New
AF
44
Apexium Financial
Texas
$416K +$407K +12,140 New
AG
45
Advisor Group
Arizona
$409K +$10.1K +300 +3%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$397K -$708K -21,103 -64%
AFM
47
Andesa Financial Management
Pennsylvania
$384K – – –
PRWA
48
Platte River Wealth Advisors
Colorado
$365K +$362K +10,783 New
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$359K +$24.9K +742 +8%
SVWAG
50
Sound View Wealth Advisors Group
Georgia
$356K -$798K -23,778 -69%
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LVHD Hedge Fund Activity: Q4 2019 in Review

79 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q4 2019, worth a combined $628M — up 8.7% from $578M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LVHD positions and 6 closed out — a net gain of 16 holders — while 34 added to existing stakes and 12 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.63M. The largest seller was Financial Engines Advisors, cutting an estimated $3.96M.

  • 79 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q4 2019, up from 63 in Q3 2019.
  • Funds reported $628M of Franklin US Low Volatility High Dividend Index ETF stock for Q4 2019, up 8.7% quarter-over-quarter.
  • 22 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q4 2019 and 6 closed out, a net change of +16 holders.
  • The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q4 2019 was Morgan Stanley, an estimated $8.63M added.
  • The largest Franklin US Low Volatility High Dividend Index ETF seller in Q4 2019 was Financial Engines Advisors, an estimated $3.96M sold.

Based on aggregated 13F filings for Q4 2019.