Franklin US Low Volatility High Dividend Index ETF
LVHD
103 hedge funds and large institutions have $744M invested in Franklin US Low Volatility High Dividend Index ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 8 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 37
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
1% less funds holding
Funds holding: 104 → 103 (-1)
1.61% less ownership
Funds ownership: 72.32% → 70.71% (-1.6%)
5% less capital invested
Capital invested by funds: $785M → $744M (-$40.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$20.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$10M |
| 3 |
Bank of New York Mellon
New York
|
+$8.6M |
| 4 |
MCCA
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
+$7.9M |
| 5 |
JP Morgan Chase
New York
|
+$4.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$58.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$19.4M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$6.44M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.01M |
| 5 |
Goldman Sachs
New York
|
-$3.18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
101
Creative Financial Designs
Kokomo,
Indiana
| $9.25K | +$73 | +2 | +0.8% |
|
|
GWSG
102
GPS Wealth Strategies Group
Centennial,
Colorado
| $1.72K | – | – | – |
|
|
TFA
103
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
|
104
Goldman Sachs
New York
| – | -$3.18M | -85,289 | Closed |
|
|
ASN
105
Advisory Services Network
Atlanta,
Georgia
| – | -$45.5K | -1,221 | Closed |
|
|
AAS
106
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$21.6K | -580 | Closed |
|
|
WP
107
WealthPLAN Partners
Omaha,
Nebraska
| – | -$13.6K | -365 | Closed |
|
|
IA
108
IFP Advisors
Tampa,
Florida
| – | -$8.87K | -300 | Closed |
|
|
C
109
Covestor
London,
United Kingdom
| – | -$9K | -236 | Closed |
|
|
CAL
110
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$6K | -150 | Closed |
|
|
ADL
111
Asset Dedication LLC
San Francisco,
California
| – | -$2K | -44 | Closed |
|
LVHD Hedge Fund Activity: Q2 2023 in Review
103 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q2 2023, worth a combined $744M — down 5.2% from $785M a quarter earlier.
Fund positioning in LVHD was balanced in Q2 2023: 8 funds opened new positions, 8 closed out, 43 added to existing stakes and 37 trimmed.
The largest buyer was Allworth Financial, adding an estimated $20.2M. The largest seller was Franklin Resources, cutting an estimated $58.7M.
- 103 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q2 2023, down from 104 in Q1 2023.
- Funds reported $744M of Franklin US Low Volatility High Dividend Index ETF stock for Q2 2023, down 5.2% quarter-over-quarter.
- 8 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q2 2023 and 8 closed out, a net change of 0 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q2 2023 was Allworth Financial, an estimated $20.2M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q2 2023 was Franklin Resources, an estimated $58.7M sold.
Based on aggregated 13F filings for Q2 2023.