Franklin US Low Volatility High Dividend Index ETF
LVHD
59 hedge funds and large institutions have $521M invested in Franklin US Low Volatility High Dividend Index ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
62% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 13
18% more funds holding
Funds holding: 50 → 59 (+9)
4% more capital invested
Capital invested by funds: $501M → $521M (+$20.2M)
1.76% less ownership
Funds ownership: 78.57% → 76.81% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.23M |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
+$4.04M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.97M |
| 5 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$2.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$6.26M |
| 2 |
QI
QS Investors
New York
|
-$6.18M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$3.77M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.4M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
51
Next Financial Group
Houston,
Texas
| $33K | +$32.7K | +1,030 | New |
|
|
YWP
52
YorkBridge Wealth Partners
New York
| $32K | – | – | – |
|
53
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $26K | – | – | – |
|
|
JCM
54
Jacobi Capital Management
Pittston,
Pennsylvania
| $22K | – | – | – |
|
|
EIP
55
Ellis Investment Partners
Berwyn,
Pennsylvania
| $16K | +$15.9K | +500 | New |
|
|
BWM
56
BerganKDV Wealth Management
Bloomington,
Minnesota
| $13K | – | – | – |
|
|
CIAS
57
Capital Investment Advisory Services
Raleigh,
North Carolina
| $5K | – | – | – |
|
|
PFGIA
58
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $4K | +$4.32K | +136 | New |
|
|
GWM
59
Geneos Wealth Management
Englewood,
Colorado
| $3K | – | – | – |
|
|
CWG
60
Cornerstone Wealth Group
Huntersville,
North Carolina
| – | -$6.26M | -196,804 | Closed |
|
|
AUB
61
Atlantic Union Bankshares
Glen Allen,
Virginia
| – | -$279K | -8,769 | Closed |
|
|
TRCT
62
Tower Research Capital (TRC)
New York
| – | -$1K | -46 | Closed |
|
LVHD Hedge Fund Activity: Q2 2019 in Review
59 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q2 2019, worth a combined $521M — up 4% from $501M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new LVHD positions and 3 closed out — a net gain of 11 holders — while 21 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.23M. The largest seller was Cornerstone Wealth Group, exiting entirely with an estimated $6.26M sold.
- 59 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q2 2019, up from 50 in Q1 2019.
- Funds reported $521M of Franklin US Low Volatility High Dividend Index ETF stock for Q2 2019, up 4% quarter-over-quarter.
- 14 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q2 2019 and 3 closed out, a net change of +11 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q2 2019 was Morgan Stanley, an estimated $9.23M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q2 2019 was Cornerstone Wealth Group, an estimated $6.26M sold.
Based on aggregated 13F filings for Q2 2019.