Franklin US Low Volatility High Dividend Index ETF
LVHD
79 hedge funds and large institutions have $628M invested in Franklin US Low Volatility High Dividend Index ETF in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 6 closing their positions.
267% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 6
183% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 12
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
25% more funds holding
Funds holding: 63 → 79 (+16)
9% more capital invested
Capital invested by funds: $578M → $628M (+$50.3M)
2.28% less ownership
Funds ownership: 73.51% → 71.22% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.63M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$7.78M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.08M |
| 4 |
HIM
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
+$2.95M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$3.96M |
| 2 |
Jane Street
New York
|
-$1.74M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.59M |
| 4 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
-$798K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$708K |
LVHD Hedge Fund Activity: Q4 2019 in Review
79 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q4 2019, worth a combined $628M — up 8.7% from $578M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new LVHD positions and 6 closed out — a net gain of 16 holders — while 34 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.63M. The largest seller was Financial Engines Advisors, cutting an estimated $3.96M.
- 79 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q4 2019, up from 63 in Q3 2019.
- Funds reported $628M of Franklin US Low Volatility High Dividend Index ETF stock for Q4 2019, up 8.7% quarter-over-quarter.
- 22 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q4 2019 and 6 closed out, a net change of +16 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q4 2019 was Morgan Stanley, an estimated $8.63M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q4 2019 was Financial Engines Advisors, an estimated $3.96M sold.
Based on aggregated 13F filings for Q4 2019.