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Franklin US Low Volatility High Dividend Index ETF
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Overview Fund Activity

75 hedge funds and large institutions have $456M invested in Franklin US Low Volatility High Dividend Index ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-4
Holders Change %
-5.06%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
12
Increased
27
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$20.1M
2
Morgan Stanley
Morgan Stanley
New York
+$9.14M
3
GI
Gradient Investments
Minnesota
+$7.96M
4
Ameriprise
Ameriprise
Minnesota
+$5.23M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.57M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$34.6M
2
CI
CX Institutional
Indiana
-$11.9M
3
PAG
Private Advisor Group
New Jersey
-$4.58M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.62M
5
HIM
Hanlon Investment Management
New Jersey
-$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCP
51
Verus Capital Partners
Arizona
$201K +$465 +18 +0.2%
KWM
52
Kingsview Wealth Management
Oregon
$201K +$201K +7,817 New
SPIA
53
Steward Partners Investment Advisory
New York
$193K +$10.3K +400 +6%
HR
54
Howe & Rusling
New York
$111K -$2.91M -113,259 -96%
GWM
55
Geneos Wealth Management
Colorado
$84K +$2.55K +100 +3%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$70K -$22.7K -883 -24%
EWM
57
EPG Wealth Management
Georgia
$57K -$2.82K -109 -5%
NFG
58
Next Financial Group
Texas
$55K +$14K +545 +34%
AAP
59
Arax Advisory Partners
Colorado
$49K +$49K +1,915 New
SIAP
60
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$46K – – –
SFPG
61
Stonebridge Financial Planning Group
Florida
$46K +$18.9K +700 +70%
TCM
62
Tradewinds Capital Management
Washington
$37K – – –
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$36K +$14.3K +556 +66%
AF
64
Advisornet Financial
Minnesota
$23K +$157 +6 +0.7%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$21K – – –
IRC
66
Investors Research Corp
Georgia
$19K +$19K +728 New
JCM
67
Jacobi Capital Management
Pennsylvania
$18K – – –
SW
68
SVB Wealth
Massachusetts
$14K +$9.69K +403 +225%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$13K +$13K +517 New
EIP
70
Ellis Investment Partners
Pennsylvania
$12K – – –
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$7K +$7K +285 New
BWM
72
Baystate Wealth Management
Massachusetts
$5K +$5K +187 New
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$2.99K -136 -43%
BAMG
74
Brand Asset Management Group
Missouri
$2K +$2K +60 New
HIM
75
Hanlon Investment Management
New Jersey
– -$3M -87,904 Closed
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