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Franklin US Low Volatility High Dividend Index ETF
LVHD

79 hedge funds and large institutions have $474M invested in Franklin US Low Volatility High Dividend Index ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 15

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

5% more funds holding

Funds holding: 75 → 79 (+4)

1.55% more ownership

Funds ownership: 65.74% → 67.29% (+1.5%)

8% less capital invested

Capital invested by funds: $514M → $474M (-$40M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
34
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$17.4M
2
Goldman Sachs
Goldman Sachs
New York
+$8.1M
3
Morgan Stanley
Morgan Stanley
New York
+$3.82M
4
WWM
Western Wealth Management
Colorado
+$2.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.75M

Top Sellers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
-$34.9M
2
Franklin Resources
Franklin Resources
California
-$17M
3
Wells Fargo
Wells Fargo
California
-$2.59M
4
CI
CX Institutional
Indiana
-$2.08M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
SRSA
51
S.R. Schill & Associates
Washington
$226K – – –
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$223K +$220K +5,638 New
AWA
53
Arkadios Wealth Advisors
Georgia
$222K -$789K -20,230 -78%
MIFH
54
Migdal Insurance & Financial Holdings
Israel
$215K – – –
EW
55
Element Wealth
Mississippi
$209K -$2.92K -75 -1%
GLA
56
Good Life Advisors
Pennsylvania
$208K +$205K +5,250 New
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$185K – – –
SPIA
58
Steward Partners Investment Advisory
New York
$149K – – –
IRC
59
Investors Research Corp
Georgia
$134K +$24.9K +640 +23%
AAP
60
Arax Advisory Partners
Colorado
$80K +$546 +14 +0.7%
AF
61
Advisornet Financial
Minnesota
$37K – – –
HR
62
Howe & Rusling
New York
$36K – – –
SIAP
63
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$33K +$234 +6 +0.7%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$26K – – –
FAG
65
Fortitude Advisory Group
Washington
$22K – – –
IA
66
IFP Advisors
Florida
$21K +$27.1K +694 New
EIP
67
Ellis Investment Partners
Pennsylvania
$19K – – –
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.9K +$17.5K +450 New
SWM
69
Spire Wealth Management
Virginia
$16K – – –
HIA
70
Harbor Investment Advisory
Maryland
$15K – – –
C
71
Covestor
United Kingdom
$15K +$156 +4 +1%
FPS
72
Fieldpoint Private Securities
Connecticut
$15K +$14.6K +375 New
VNA
73
Valley National Advisers
Pennsylvania
$14K +$78 +2 +0.6%
MCC
74
Money Concepts Capital
Florida
$9K +$8.77K +225 New
JPLA
75
Joseph P. Lucia & Associates
New York
$7K +$6.63K +170 New
1 2
3
4

LVHD Hedge Fund Activity: Q1 2022 in Review

79 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q1 2022, worth a combined $474M — down 7.8% from $514M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LVHD positions and 7 closed out — a net gain of 5 holders — while 34 added to existing stakes and 15 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $17.4M. The largest seller was Financial Engines Advisors, cutting an estimated $34.9M.

  • 79 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q1 2022, up from 75 in Q4 2021.
  • Funds reported $474M of Franklin US Low Volatility High Dividend Index ETF stock for Q1 2022, down 7.8% quarter-over-quarter.
  • 12 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q1 2022 and 7 closed out, a net change of +5 holders.
  • The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $17.4M added.
  • The largest Franklin US Low Volatility High Dividend Index ETF seller in Q1 2022 was Financial Engines Advisors, an estimated $34.9M sold.

Based on aggregated 13F filings for Q1 2022.