Franklin US Low Volatility High Dividend Index ETF
LVHD
69 hedge funds and large institutions have $496M invested in Franklin US Low Volatility High Dividend Index ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 8 closing their positions.
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
3% less capital invested
Capital invested by funds: $513M → $496M (-$17.1M)
1% less funds holding
Funds holding: 70 → 69 (-1)
3.79% less ownership
Funds ownership: 74.03% → 70.24% (-3.8%)
30% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 27
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AT
Arden Trust
Wilmington,
Delaware
|
+$1.89M |
| 2 |
VF
Virtu Financial
New York
|
+$1.42M |
| 3 |
LPL Financial
San Diego,
California
|
+$549K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$537K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$469K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$25.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$11.2M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$6.42M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
-$4.74M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.97M |
LVHD Hedge Fund Activity: Q1 2021 in Review
69 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q1 2021, worth a combined $496M — down 3.3% from $513M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new LVHD positions and 8 closed out — a net gain of 1 holder — while 19 added to existing stakes and 27 trimmed.
The largest buyer was Arden Trust, adding an estimated $1.89M. The largest seller was Gradient Investments, cutting an estimated $25.8M.
- 69 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q1 2021, down from 70 in Q4 2020.
- Funds reported $496M of Franklin US Low Volatility High Dividend Index ETF stock for Q1 2021, down 3.3% quarter-over-quarter.
- 9 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q1 2021 and 8 closed out, a net change of +1 holder.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q1 2021 was Arden Trust, an estimated $1.89M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q1 2021 was Gradient Investments, an estimated $25.8M sold.
Based on aggregated 13F filings for Q1 2021.