Franklin US Low Volatility High Dividend Index ETF
LVHD
71 hedge funds and large institutions have $494M invested in Franklin US Low Volatility High Dividend Index ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 8 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 20
1.98% less ownership
Funds ownership: 70.84% → 68.86% (-2%)
4% less funds holding
Funds holding: 74 → 71 (-3)
6% less capital invested
Capital invested by funds: $527M → $494M (-$32.8M)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$190M |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
+$961K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$931K |
| 4 |
LPL Financial
San Diego,
California
|
+$763K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$555K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$11.9M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$3.53M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.33M |
| 4 |
AT
Arden Trust
Wilmington,
Delaware
|
-$645K |
| 5 |
Citigroup
New York
|
-$578K |
LVHD Hedge Fund Activity: Q3 2021 in Review
71 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q3 2021, worth a combined $494M — down 6.2% from $527M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of LVHD and 7 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 24 added.
The largest buyer was Franklin Resources, opening a new position worth an estimated $190M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $11.9M sold.
- 71 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q3 2021, down from 74 in Q2 2021.
- Funds reported $494M of Franklin US Low Volatility High Dividend Index ETF stock for Q3 2021, down 6.2% quarter-over-quarter.
- 7 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q3 2021 and 8 closed out, a net change of -1 holder.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q3 2021 was Franklin Resources, an estimated $190M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q3 2021 was Brinker Capital Investments, an estimated $11.9M sold.
Based on aggregated 13F filings for Q3 2021.