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Franklin US Low Volatility High Dividend Index ETF
LVHD

70 hedge funds and large institutions have $513M invested in Franklin US Low Volatility High Dividend Index ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

11% more funds holding

Funds holding: 63 → 70 (+7)

2.32% more ownership

Funds ownership: 71.71% → 74.03% (+2.3%)

3% more capital invested

Capital invested by funds: $498M → $513M (+$15M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

45% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 31

Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
1.24%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
12
Increased
17
Reduced
31
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$1.82M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.63M
3
UBS Group
UBS Group
Switzerland
+$819K
4
AT
Arden Trust
Delaware
+$633K
5
Wells Fargo
Wells Fargo
California
+$421K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$8.34M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$7.7M
3
VF
Virtu Financial
New York
-$4.16M
4
LPL Financial
LPL Financial
California
-$3.06M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
-$1.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.27M -$161K -5,111 -12%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.23M -$64.8K -2,060 -5%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.22M +$94.5K +3,002 +9%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$935K -$24.4K -774 -3%
MFG
30
Magnus Financial Group
New York
$778K – – –
SI
31
Stephens Inc
Arkansas
$559K -$94.4K -3,000 -15%
LNWWM
32
Laird Norton Wetherby Wealth Management
California
$509K – – –
FHA
33
Flagship Harbor Advisors
Massachusetts
$320K -$26K -825 -8%
M&T Bank
34
M&T Bank
New York
$310K +$7.9K +251 +3%
FTUS
35
Flow Traders U.S.
New York
$296K +$287K +9,128 New
APA
36
American Portfolios Advisors
New York
$288K -$311K -9,881 -53%
DC
37
Davenport & Co
Virginia
$288K -$8.18K -260 -3%
CAN
38
Cetera Advisor Networks
California
$285K -$84.4K -2,681 -23%
WWM
39
Western Wealth Management
Colorado
$273K -$4.72K -150 -2%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$246K -$968K -30,763 -80%
GHA
41
GW Henssler & Associates
Georgia
$229K – – –
SPIA
42
Steward Partners Investment Advisory
New York
$221K -$6.29K -200 -3%
AW
43
ACG Wealth
Georgia
$214K -$9.47K -301 -4%
SB
44
Strategic Blueprint
Georgia
$209K +$203K +6,451 New
SWP
45
Stratos Wealth Partners
Ohio
$202K -$236K -7,500 -55%
CAAS
46
Capital Asset Advisory Services
Michigan
$151K +$146K +4,637 New
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$131K +$127K +4,046 New
MIFH
48
Migdal Insurance & Financial Holdings
Israel
$130K -$1.94M -61,688 -94%
APWA
49
Atlas Private Wealth Advisors
New Jersey
$115K – – –
GWM
50
Geneos Wealth Management
Colorado
$115K – – –
1
2
3

LVHD Hedge Fund Activity: Q4 2020 in Review

70 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q4 2020, worth a combined $513M — up 3% from $498M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LVHD positions and 5 closed out — a net gain of 7 holders — while 17 added to existing stakes and 31 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.82M. The largest seller was Morgan Stanley, cutting an estimated $8.34M.

  • 70 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q4 2020, up from 63 in Q3 2020.
  • Funds reported $513M of Franklin US Low Volatility High Dividend Index ETF stock for Q4 2020, up 3% quarter-over-quarter.
  • 12 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q4 2020 and 5 closed out, a net change of +7 holders.
  • The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q4 2020 was Goldman Sachs, an estimated $1.82M added.
  • The largest Franklin US Low Volatility High Dividend Index ETF seller in Q4 2020 was Morgan Stanley, an estimated $8.34M sold.

Based on aggregated 13F filings for Q4 2020.