Franklin US Low Volatility High Dividend Index ETF
LVHD
50 hedge funds and large institutions have $622M invested in Franklin US Low Volatility High Dividend Index ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
33% more capital invested
Capital invested by funds: $466M → $622M (+$156M)
25.79% more ownership
Funds ownership: 79.5% → 105.29% (+26%)
11% more funds holding
Funds holding: 45 → 50 (+5)
24% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 21
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$136M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$13.4M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$4.63M |
| 4 |
Jane Street
New York
|
+$1.05M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$873K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
-$4.13M |
| 2 |
Morgan Stanley
New York
|
-$2.32M |
| 3 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
-$2.3M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.88M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
SEI Investments
Oaks,
Pennsylvania
| – | -$11K | -383 | Closed |
|
52
US Bancorp
Minneapolis,
Minnesota
| – | -$3K | -85 | Closed |
|
LVHD Hedge Fund Activity: Q3 2018 in Review
50 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q3 2018, worth a combined $622M — up 33% from $466M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LVHD positions and 2 closed out — a net gain of 5 holders — while 16 added to existing stakes and 21 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $136M. The largest seller was QS Investors, cutting an estimated $4.13M.
- 50 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q3 2018, up from 45 in Q2 2018.
- Funds reported $622M of Franklin US Low Volatility High Dividend Index ETF stock for Q3 2018, up 33% quarter-over-quarter.
- 7 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q3 2018 and 2 closed out, a net change of +5 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $136M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q3 2018 was QS Investors, an estimated $4.13M sold.
Based on aggregated 13F filings for Q3 2018.