Franklin US Low Volatility High Dividend Index ETF
LVHD
67 hedge funds and large institutions have $439M invested in Franklin US Low Volatility High Dividend Index ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 30 reducing their positions, and 16 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.35% less ownership
Funds ownership: 66.46% → 66.11% (-0.35%)
4% less capital invested
Capital invested by funds: $456M → $439M (-$16.1M)
11% less funds holding
Funds holding: 75 → 67 (-8)
44% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 16
47% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
XF
XML Financial
Bethesda,
Maryland
|
+$748K |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$666K |
| 3 |
AF
Allworth Financial
Folsom,
California
|
+$517K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$480K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$385K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$19.2M |
| 2 |
QI
QS Investors
New York
|
-$17.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$6.73M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$6.59M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.95M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
76
EPG Wealth Management
Atlanta,
Georgia
| – | -$57K | -2,206 | Closed |
|
|
NFG
77
Next Financial Group
Houston,
Texas
| – | -$55K | -2,148 | Closed |
|
|
SW
78
SVB Wealth
Boston,
Massachusetts
| – | -$14K | -582 | Closed |
|
79
Rockefeller Capital Management
New York
| – | -$7K | -285 | Closed |
|
|
BWM
80
Baystate Wealth Management
Boston,
Massachusetts
| – | -$5K | -187 | Closed |
|
|
PFGIA
81
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$4K | -182 | Closed |
|
|
BAMG
82
Brand Asset Management Group
Chesterfield,
Missouri
| – | -$2K | -60 | Closed |
|
LVHD Hedge Fund Activity: Q2 2020 in Review
67 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q2 2020, worth a combined $439M — down 3.5% from $456M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of LVHD and 9 opened new positions — a net loss of 7 holders — while 30 trimmed existing stakes and 16 added.
The largest buyer was XML Financial, adding an estimated $748K. The largest seller was Morgan Stanley, cutting an estimated $19.2M.
- 67 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q2 2020, down from 75 in Q1 2020.
- Funds reported $439M of Franklin US Low Volatility High Dividend Index ETF stock for Q2 2020, down 3.5% quarter-over-quarter.
- 9 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q2 2020 and 16 closed out, a net change of -7 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q2 2020 was XML Financial, an estimated $748K added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q2 2020 was Morgan Stanley, an estimated $19.2M sold.
Based on aggregated 13F filings for Q2 2020.