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Franklin US Low Volatility High Dividend Index ETF
LVHD

110 hedge funds and large institutions have $626M invested in Franklin US Low Volatility High Dividend Index ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

7% more funds holding

Funds holding: 103 → 110 (+7)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

2.4% less ownership

Funds ownership: 70.71% → 68.31% (-2.4%)

16% less capital invested

Capital invested by funds: $744M → $626M (-$118M)

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
39
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
+$8.19M
2
LPL Financial
LPL Financial
California
+$4.67M
3
AI
Atria Investments
North Carolina
+$1.8M
4
Two Sigma Investments
Two Sigma Investments
New York
+$1.4M
5
FAIM
Financial Advocates Investment Management
Washington
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
MCCA
Mill Creek Capital Advisors
Pennsylvania
-$50.6M
2
Morgan Stanley
Morgan Stanley
New York
-$8.37M
3
XF
XML Financial
Maryland
-$7.62M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.53M
5
Bank of America
Bank of America
North Carolina
-$3.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$759K +$8.82K +243 +1%
KAS
52
Kestra Advisory Services
Texas
$747K +$94.8K +2,612 +13%
Millennium Management
53
Millennium Management
New York
$741K +$794K +21,860 New
GFG
54
Goldstone Financial Group
Illinois
$727K +$256K +7,064 +49%
SIM
55
Stratos Investment Management
Ohio
$705K +$389K +10,711 +106%
AF
56
Apexium Financial
Texas
$684K -$22.5K -621 -3%
AWS
57
Atria Wealth Solutions
New York
$633K -$201K -5,546 -23%
FHC
58
First Heartland Consultants
Missouri
$598K +$66.2K +1,825 +12%
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$598K +$472 +13 +0.1%
TGAM
60
TBH Global Asset Management
Tennessee
$572K -$18.5K -511 -3%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$535K +$573K +15,783 New
LNWWM
62
Laird Norton Wetherby Wealth Management
California
$532K – – –
HFM
63
Hartford Financial Management
Connecticut
$506K – – –
PCA
64
Pallas Capital Advisors
Massachusetts
$495K +$45.9K +1,264 +9%
SI
65
Stephens Inc
Arkansas
$471K +$26.9K +740 +6%
EH
66
Equitable Holdings
New York
$436K -$54.9K -1,513 -11%
Mariner
67
Mariner
Kansas
$436K -$319K -8,791 -41%
Betterment LLC
68
Betterment LLC
New York
$370K +$5.52K +152 +1%
SF
69
Synovus Financial
Georgia
$356K – – –
AWA
70
Arkadios Wealth Advisors
Georgia
$307K +$1.67K +46 +0.5%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$307K +$285K +7,856 +646%
GLA
72
Good Life Advisors
Pennsylvania
$292K -$16.6K -458 -5%
JMPWA
73
JP Morgan Private Wealth Advisors
California
$290K -$18.5K -511 -6%
IWM
74
IHT Wealth Management
Illinois
$272K – – –
NP
75
Nilsine Partners
Colorado
$265K +$283K +7,807 New
1 2
3
4 5

LVHD Hedge Fund Activity: Q3 2023 in Review

110 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q3 2023, worth a combined $626M — down 16% from $744M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LVHD positions and 9 closed out — a net gain of 7 holders — while 39 added to existing stakes and 40 trimmed.

The largest buyer was Allworth Financial, adding an estimated $8.19M. The largest seller was Mill Creek Capital Advisors, cutting an estimated $50.6M.

  • 110 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q3 2023, up from 103 in Q2 2023.
  • Funds reported $626M of Franklin US Low Volatility High Dividend Index ETF stock for Q3 2023, down 16% quarter-over-quarter.
  • 16 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q3 2023 and 9 closed out, a net change of +7 holders.
  • The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q3 2023 was Allworth Financial, an estimated $8.19M added.
  • The largest Franklin US Low Volatility High Dividend Index ETF seller in Q3 2023 was Mill Creek Capital Advisors, an estimated $50.6M sold.

Based on aggregated 13F filings for Q3 2023.