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Franklin US Low Volatility High Dividend Index ETF
LVHD

104 hedge funds and large institutions have $785M invested in Franklin US Low Volatility High Dividend Index ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 27

22% more capital invested

Capital invested by funds: $645M → $785M (+$139M)

3.94% more ownership

Funds ownership: 68.38% → 72.32% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2% less funds holding

Funds holding: 106 → 104 (-2)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

Holders
104
Holders Change
-2
Holders Change %
-1.89%
% of All Funds
1.66%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
48
Reduced
27
Closed
18
Calls
$500K
Puts
–
Net Calls
+$500K
Net Calls Change
+$66K

Top Buyers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
+$104M
2
AFG
Albion Financial Group
Utah
+$40.9M
3
BFWA
Benchmark Financial Wealth Advisors
Florida
+$25.2M
4
MCCA
Mill Creek Capital Advisors
Pennsylvania
+$12.1M
5
Morgan Stanley
Morgan Stanley
New York
+$5.96M

Top Sellers

Rank Fund Capital Flow
1
JMPWA
JP Morgan Private Wealth Advisors
California
-$27.6M
2
CI
CX Institutional
Indiana
-$6.3M
3
Franklin Resources
Franklin Resources
California
-$5.35M
4
UBS Group
UBS Group
Switzerland
-$2.6M
5
AT
Arden Trust
Delaware
-$2.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$3.67M +$3.35M +89,226 +959%
Goldman Sachs
27
Goldman Sachs
New York
$3.18M -$360K -9,575 -10%
Ameriprise
28
Ameriprise
Minnesota
$3.15M +$331K +8,819 +12%
FAIM
29
Financial Advocates Investment Management
Washington
$2.36M +$1.59M +42,301 +201%
Stifel Financial
30
Stifel Financial
Missouri
$2.36M +$98.2K +2,615 +4%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.12M +$551K +14,663 +35%
SWM
32
Spire Wealth Management
Virginia
$1.79M +$1.19M +31,677 +194%
IA
33
IFG Advisory
Georgia
$1.7M +$289K +7,701 +20%
HAS
34
HBW Advisory Services
California
$1.62M -$239K -6,362 -13%
MML Investors Services
35
MML Investors Services
Massachusetts
$1.43M +$156K +4,140 +12%
CI
36
CX Institutional
Indiana
$1.39M -$6.3M -167,675 -82%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.3M +$1.31M +34,913 New
CAN
38
Cetera Advisor Networks
California
$1.3M +$274K +7,298 +26%
CWM
39
Centurion Wealth Management
Virginia
$1.3M +$70.8K +1,886 +6%
JSL
40
JT Stratford LLC
Georgia
$1.23M +$339K +9,018 +38%
TVAMP
41
Tennessee Valley Asset Management Partners
Tennessee
$1.11M -$16.8K -448 -1%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1.09M -$99K -2,636 -8%
Citigroup
43
Citigroup
New York
$1.03M +$45.3K +1,205 +5%
AL
44
ADE LLC
Maryland
$824K +$864 +23 +0.1%
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$823K -$47.5K -1,264 -5%
AF
46
Apexium Financial
Texas
$776K – – –
LNC
47
Lincoln National Corp
Pennsylvania
$750K +$13.6K +363 +2%
IWC
48
Integrated Wealth Concepts
Massachusetts
$701K +$53.6K +1,426 +8%
3F
49
360 Financial
Minnesota
$666K +$66.9K +1,782 +11%
Citadel Advisors
50
Citadel Advisors
Florida
$638K +$642K +17,102 New
1
2
3 4 5

LVHD Hedge Fund Activity: Q1 2023 in Review

104 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q1 2023, worth a combined $785M — up 22% from $645M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of LVHD and 16 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 48 added.

The largest buyer was Allworth Financial, adding an estimated $104M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $27.6M.

  • 104 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q1 2023, down from 106 in Q4 2022.
  • Funds reported $785M of Franklin US Low Volatility High Dividend Index ETF stock for Q1 2023, up 22% quarter-over-quarter.
  • 16 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q1 2023 and 18 closed out, a net change of -2 holders.
  • The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q1 2023 was Allworth Financial, an estimated $104M added.
  • The largest Franklin US Low Volatility High Dividend Index ETF seller in Q1 2023 was JP Morgan Private Wealth Advisors, an estimated $27.6M sold.

Based on aggregated 13F filings for Q1 2023.