Franklin US Low Volatility High Dividend Index ETF
LVHD
77 hedge funds and large institutions have $344M invested in Franklin US Low Volatility High Dividend Index ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 12 closing their positions.
112% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 17
3% less funds holding
Funds holding: 79 → 77 (-2)
9.64% less ownership
Funds ownership: 67.29% → 57.66% (-9.6%)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
27% less capital invested
Capital invested by funds: $474M → $344M (-$130M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$14.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$6.89M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.36M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.61M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$146M |
| 2 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$17.3M |
| 3 |
Goldman Sachs
New York
|
-$7.85M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
-$2.23M |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$1.92M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWA
76
TCI Wealth Advisors
Tucson,
Arizona
| $2K | +$1.67K | +43 | New |
|
|
TFA
77
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | +$117 | +3 | New |
|
|
SOS
78
Silver Oak Securities
Jackson,
Tennessee
| – | -$1.92M | -47,375 | Closed |
|
79
Citadel Advisors
Miami,
Florida
| – | -$1.78M | -44,866 | Closed |
|
80
Jane Street
New York
| – | -$1.08M | -27,178 | Closed |
|
|
VF
81
Virtu Financial
New York
| – | -$600K | -15,120 | Closed |
|
|
FTUS
82
Flow Traders U.S.
New York
| – | -$334K | -8,405 | Closed |
|
|
SWP
83
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$227K | -5,730 | Closed |
|
|
EW
84
Element Wealth
Ridgeland,
Mississippi
| – | -$209K | -5,263 | Closed |
|
85
Koshinski Asset Management
Decatur,
Illinois
| – | -$185K | -4,652 | Closed |
|
|
FAG
86
Fortitude Advisory Group
Gig Harbor,
Washington
| – | -$22K | -550 | Closed |
|
|
FPS
87
Fieldpoint Private Securities
Greenwich,
Connecticut
| – | -$15K | -375 | Closed |
|
|
MCC
88
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$9K | -225 | Closed |
|
|
TRCT
89
Tower Research Capital (TRC)
New York
| – | -$5K | -138 | Closed |
|
LVHD Hedge Fund Activity: Q2 2022 in Review
77 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q2 2022, worth a combined $344M — down 27% from $474M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of LVHD and 10 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 36 added.
The largest buyer was Osaic Holdings, adding an estimated $14.4M. The largest seller was Franklin Resources, cutting an estimated $146M.
- 77 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q2 2022, down from 79 in Q1 2022.
- Funds reported $344M of Franklin US Low Volatility High Dividend Index ETF stock for Q2 2022, down 27% quarter-over-quarter.
- 10 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q2 2022 and 12 closed out, a net change of -2 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q2 2022 was Osaic Holdings, an estimated $14.4M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q2 2022 was Franklin Resources, an estimated $146M sold.
Based on aggregated 13F filings for Q2 2022.