Franklin US Low Volatility High Dividend Index ETF
LVHD
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.
4% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 26
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
4.76% less ownership
Funds ownership: 71.22% → 66.46% (-4.8%)
5% less funds holding
Funds holding: 79 → 75 (-4)
27% less capital invested
Capital invested by funds: $628M → $456M (-$172M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$24.6M |
| 2 |
Morgan Stanley
New York
|
+$11.2M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$9.75M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.4M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$42.4M |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
-$14.5M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$5.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.43M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$3.58M |
LVHD Hedge Fund Activity: Q1 2020 in Review
75 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q1 2020, worth a combined $456M — down 27% from $628M a quarter earlier.
Fund positioning in LVHD was balanced in Q1 2020: 12 funds opened new positions, 12 closed out, 27 added to existing stakes and 26 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $24.6M. The largest seller was Financial Engines Advisors, cutting an estimated $42.4M.
- 75 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q1 2020, down from 79 in Q4 2019.
- Funds reported $456M of Franklin US Low Volatility High Dividend Index ETF stock for Q1 2020, down 27% quarter-over-quarter.
- 12 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q1 2020 and 12 closed out, a net change of 0 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q1 2020 was Raymond James Financial Services Advisors, an estimated $24.6M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q1 2020 was Financial Engines Advisors, an estimated $42.4M sold.
Based on aggregated 13F filings for Q1 2020.