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Franklin US Low Volatility High Dividend Index ETF
LVHD

75 hedge funds and large institutions have $514M invested in Franklin US Low Volatility High Dividend Index ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

6% more funds holding

Funds holding: 71 → 75 (+4)

4% more capital invested

Capital invested by funds: $494M → $514M (+$19.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.12% less ownership

Funds ownership: 68.86% → 65.74% (-3.1%)

Holders
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
27
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$6.88M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.56M
3
Jane Street
Jane Street
New York
+$1.51M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.25M
5
Morgan Stanley
Morgan Stanley
New York
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$27.2M
2
AT
Arden Trust
Delaware
-$17.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.23M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$993K
5
Wells Fargo
Wells Fargo
California
-$402K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFG Advisory
Georgia
$1.55M +$27.7K +731 +2%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.49M +$212K +5,613 +18%
AWA
28
Arkadios Wealth Advisors
Georgia
$1.03M -$51.4K -1,358 -5%
Ameriprise
29
Ameriprise
Minnesota
$937K -$307K -8,110 -26%
VF
30
Virtu Financial
New York
$928K +$167K +4,419 +24%
Citigroup
31
Citigroup
New York
$773K +$38.5K +1,016 +6%
SI
32
Stephens Inc
Arkansas
$767K -$37.9K -1,000 -5%
LNWWM
33
Laird Norton Wetherby Wealth Management
California
$629K – – –
FTUS
34
Flow Traders U.S.
New York
$576K -$215K -5,687 -28%
MML Investors Services
35
MML Investors Services
Massachusetts
$483K +$47.5K +1,256 +12%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$475K +$37.8K +998 +9%
SF
37
Synovus Financial
Georgia
$421K – – –
CIAS
38
CFS Investment Advisory Services
New Jersey
$411K -$56.8K -1,500 -13%
CAN
39
Cetera Advisor Networks
California
$388K – – –
Stifel Financial
40
Stifel Financial
Missouri
$358K +$8.37K +221 +3%
SIM
41
Stratos Investment Management
Ohio
$357K +$78.4K +2,072 +30%
DC
42
Davenport & Co
Virginia
$306K – – –
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$272K +$257K +6,793 New
FHA
44
Flagship Harbor Advisors
Massachusetts
$257K +$7.27K +192 +3%
WWM
45
Western Wealth Management
Colorado
$255K +$242K +6,386 New
APA
46
American Portfolios Advisors
New York
$255K -$15.7K -416 -6%
SWP
47
Stratos Wealth Partners
Ohio
$249K – – –
SB
48
Strategic Blueprint
Georgia
$243K -$6.81K -180 -3%
PFS
49
Prospera Financial Services
Texas
$231K +$218K +5,751 New
SRSA
50
S.R. Schill & Associates
Washington
$228K -$5.34K -141 -2%
1
2
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LVHD Hedge Fund Activity: Q4 2021 in Review

75 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q4 2021, worth a combined $514M — up 3.9% from $494M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LVHD positions and 7 closed out — a net gain of 4 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Gradient Investments, adding an estimated $6.88M. The largest seller was Franklin Resources, cutting an estimated $27.2M.

  • 75 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q4 2021, up from 71 in Q3 2021.
  • Funds reported $514M of Franklin US Low Volatility High Dividend Index ETF stock for Q4 2021, up 3.9% quarter-over-quarter.
  • 11 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q4 2021 and 7 closed out, a net change of +4 holders.
  • The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q4 2021 was Gradient Investments, an estimated $6.88M added.
  • The largest Franklin US Low Volatility High Dividend Index ETF seller in Q4 2021 was Franklin Resources, an estimated $27.2M sold.

Based on aggregated 13F filings for Q4 2021.