Franklin US Low Volatility High Dividend Index ETF
LVHD
50 hedge funds and large institutions have $501M invested in Franklin US Low Volatility High Dividend Index ETF in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 6 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 12
12% more capital invested
Capital invested by funds: $446M → $501M (+$55.3M)
0% more funds holding
Funds holding: 50 → 50 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
2.38% less ownership
Funds ownership: 80.94% → 78.57% (-2.4%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$8.94M |
| 2 |
Morgan Stanley
New York
|
+$4.01M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$3.88M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.97M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
-$11.6M |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
-$5.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.25M |
| 4 |
VF
Virtu Financial
New York
|
-$2.17M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VF
51
Virtu Financial
New York
| – | -$2.17M | -75,907 | Closed |
|
|
PFGIA
52
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$1.02M | -35,427 | Closed |
|
53
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$102K | -3,550 | Closed |
|
|
AIC
54
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$31K | -1,097 | Closed |
|
|
BFEC
55
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$18K | -632 | Closed |
|
|
RWA
56
River Wealth Advisors
Camp Hill,
Pennsylvania
| – | -$1K | -52 | Closed |
|
LVHD Hedge Fund Activity: Q1 2019 in Review
50 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q1 2019, worth a combined $501M — up 12% from $446M a quarter earlier.
Fund positioning in LVHD was balanced in Q1 2019: 6 funds opened new positions, 6 closed out, 27 added to existing stakes and 12 trimmed.
The largest buyer was Baird Financial Group, adding an estimated $8.94M. The largest seller was QS Investors, cutting an estimated $11.6M.
- 50 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $501M of Franklin US Low Volatility High Dividend Index ETF stock for Q1 2019, up 12% quarter-over-quarter.
- 6 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q1 2019 and 6 closed out, a net change of 0 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q1 2019 was Baird Financial Group, an estimated $8.94M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q1 2019 was QS Investors, an estimated $11.6M sold.
Based on aggregated 13F filings for Q1 2019.