Franklin US Low Volatility High Dividend Index ETF
LVHD
95 hedge funds and large institutions have $398M invested in Franklin US Low Volatility High Dividend Index ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 35 increasing their positions, 46 reducing their positions, and 18 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less ownership
Funds ownership: 73.13% → 60.13% (-13%)
15% less funds holding
Funds holding: 112 → 95 (-17)
24% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 46
38% less capital invested
Capital invested by funds: $641M → $398M (-$243M)
94% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$3.66M |
| 2 |
AFG
Albion Financial Group
Salt Lake City,
Utah
|
+$2.65M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.57M |
| 4 |
GS
GTS Securities
New York
|
+$2.16M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
-$106M |
| 2 |
Morgan Stanley
New York
|
-$52.3M |
| 3 |
MCCA
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
-$44.4M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$8M |
| 5 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$6.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFWA
101
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| – | -$723K | -19,887 | Closed |
|
102
Millennium Management
New York
| – | -$617K | -16,966 | Closed |
|
|
AC
103
AlphaCore Capital
La Jolla,
California
| – | -$369K | -10,084 | Closed |
|
|
SIM
104
Stratos Investment Management
Beachwood,
Ohio
| – | -$245K | -6,743 | Closed |
|
105
Betterment LLC
New York
| – | -$230K | -6,324 | Closed |
|
|
SOS
106
Silver Oak Securities
Jackson,
Tennessee
| – | -$229K | -6,290 | Closed |
|
107
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$208K | -5,726 | Closed |
|
|
WWM
108
Western Wealth Management
Golden,
Colorado
| – | -$207K | -5,690 | Closed |
|
|
BBHC
109
Brown Brothers Harriman & Co
New York
| – | -$72.7K | -2,000 | Closed |
|
|
RFA
110
Resurgent Financial Advisors
Atlanta,
Georgia
| – | -$50.9K | -1,400 | Closed |
|
111
US Bancorp
Minneapolis,
Minnesota
| – | -$12.7K | -348 | Closed |
|
|
CFD
112
Creative Financial Designs
Kokomo,
Indiana
| – | -$9.36K | -258 | Closed |
|
|
AFWM
113
Abich Financial Wealth Management
Ashburn,
Virginia
| – | -$6.91K | -190 | Closed |
|
LVHD Hedge Fund Activity: Q1 2024 in Review
95 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q1 2024, worth a combined $398M — down 38% from $641M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of LVHD and 1 opened new positions — a net loss of 17 holders — while 46 trimmed existing stakes and 35 added.
The largest buyer was Citadel Advisors, adding an estimated $3.66M. The largest seller was Allworth Financial, cutting an estimated $106M.
- 95 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q1 2024, down from 112 in Q4 2023.
- Funds reported $398M of Franklin US Low Volatility High Dividend Index ETF stock for Q1 2024, down 38% quarter-over-quarter.
- 1 fund opened new Franklin US Low Volatility High Dividend Index ETF positions in Q1 2024 and 18 closed out, a net change of -17 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q1 2024 was Citadel Advisors, an estimated $3.66M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q1 2024 was Allworth Financial, an estimated $106M sold.
Based on aggregated 13F filings for Q1 2024.