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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$17.4M |
| 2 |
Goldman Sachs
New York
|
+$8.1M |
| 3 |
Morgan Stanley
New York
|
+$3.82M |
| 4 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$2.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$34.9M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$17M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.59M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
-$2.08M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5K | +$4.48K | +115 | New |
|
|
TRCT
77
Tower Research Capital (TRC)
New York
| $5K | +$5.38K | +138 | New |
|
|
PA
78
PSI Advisors
Tampa,
Florida
| $3K | – | – | – |
|
|
ADL
79
Asset Dedication LLC
San Francisco,
California
| $2K | – | – | – |
|
|
SIM
80
Stratos Investment Management
Beachwood,
Ohio
| – | -$357K | -8,913 | Closed |
|
|
FHA
81
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$257K | -6,417 | Closed |
|
|
PFGIA
82
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$82K | -2,047 | Closed |
|
|
RWA
83
RGT Wealth Advisors
Dallas,
Texas
| – | -$37K | -912 | Closed |
|
|
BWM
84
Baystate Wealth Management
Boston,
Massachusetts
| – | -$20K | -500 | Closed |
|
|
SFPG
85
Stonebridge Financial Planning Group
Orlando,
Florida
| – | -$20K | -500 | Closed |
|
|
CA
86
CoreCap Advisors
Southfield,
Michigan
| – | -$1K | -36 | Closed |
|
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.