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Franklin US Low Volatility High Dividend Index ETF
LVHD

79 hedge funds and large institutions have $474M invested in Franklin US Low Volatility High Dividend Index ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 15

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

5% more funds holding

Funds holding: 75 → 79 (+4)

1.55% more ownership

Funds ownership: 65.74% → 67.29% (+1.5%)

8% less capital invested

Capital invested by funds: $514M → $474M (-$40M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
34
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$17.4M
2
Goldman Sachs
Goldman Sachs
New York
+$8.1M
3
Morgan Stanley
Morgan Stanley
New York
+$3.82M
4
WWM
Western Wealth Management
Colorado
+$2.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.75M

Top Sellers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
-$34.9M
2
Franklin Resources
Franklin Resources
California
-$17M
3
Wells Fargo
Wells Fargo
California
-$2.59M
4
CI
CX Institutional
Indiana
-$2.08M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$1.61M +$27.8K +713 +2%
IA
27
IFG Advisory
Georgia
$1.56M +$24.1K +618 +2%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.49M +$13.6K +349 +0.9%
Ameriprise
29
Ameriprise
Minnesota
$1.22M +$282K +7,246 +31%
Jane Street
30
Jane Street
New York
$1.08M -$497K -12,742 -32%
Citigroup
31
Citigroup
New York
$1M +$233K +5,976 +31%
Stifel Financial
32
Stifel Financial
Missouri
$807K +$444K +11,381 +127%
SI
33
Stephens Inc
Arkansas
$760K – – –
LNWWM
34
Laird Norton Wetherby Wealth Management
California
$623K – – –
VF
35
Virtu Financial
New York
$600K -$315K -8,072 -35%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$572K +$99.6K +2,555 +22%
MML Investors Services
37
MML Investors Services
Massachusetts
$511K +$31.7K +812 +7%
SF
38
Synovus Financial
Georgia
$418K – – –
CAN
39
Cetera Advisor Networks
California
$387K +$2.34K +60 +0.6%
FTUS
40
Flow Traders U.S.
New York
$334K -$233K -5,971 -42%
CIAS
41
CFS Investment Advisory Services
New Jersey
$315K +$17.4M +446,063 +4,267%
DC
42
Davenport & Co
Virginia
$306K +$1.95K +50 +0.7%
CT
43
Cambridge Trust
Massachusetts
$287K +$282K +7,238 New
GWM
44
Geneos Wealth Management
Colorado
$276K +$117K +2,990 +75%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$270K – – –
APA
46
American Portfolios Advisors
New York
$250K -$2.07K -53 -0.8%
SB
47
Strategic Blueprint
Georgia
$241K – – –
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$238K -$1.37M -35,179 -85%
PFS
49
Prospera Financial Services
Texas
$229K +$858 +22 +0.4%
SWP
50
Stratos Wealth Partners
Ohio
$227K -$19.5K -500 -8%
1
2
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LVHD Hedge Fund Activity: Q1 2022 in Review

79 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q1 2022, worth a combined $474M — down 7.8% from $514M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LVHD positions and 7 closed out — a net gain of 5 holders — while 34 added to existing stakes and 15 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $17.4M. The largest seller was Financial Engines Advisors, cutting an estimated $34.9M.

  • 79 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q1 2022, up from 75 in Q4 2021.
  • Funds reported $474M of Franklin US Low Volatility High Dividend Index ETF stock for Q1 2022, down 7.8% quarter-over-quarter.
  • 12 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q1 2022 and 7 closed out, a net change of +5 holders.
  • The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $17.4M added.
  • The largest Franklin US Low Volatility High Dividend Index ETF seller in Q1 2022 was Financial Engines Advisors, an estimated $34.9M sold.

Based on aggregated 13F filings for Q1 2022.