Franklin US Low Volatility High Dividend Index ETF
LVHD
15 hedge funds and large institutions have $31.4M invested in Franklin US Low Volatility High Dividend Index ETF in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, reducing their positions, and 3 closing their positions.
4,213% more capital inflows, than outflows
Capital inflows: $23.6M | Capital outflows: $548K
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
36% more funds holding
Funds holding: 11 → 15 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$13.6M |
| 2 |
Morgan Stanley
New York
|
+$2.56M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.65M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.16M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$519K |
| 2 |
American International Group
New York
|
-$26K |
| 3 |
Tower Research Capital (TRC)
New York
|
-$3K |
LVHD Hedge Fund Activity: Q2 2016 in Review
15 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q2 2016, worth a combined $31.4M — up 286% from $8.12M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new LVHD positions and 3 closed out — a net gain of 5 holders — while 7 added to existing stakes and 0 trimmed.
The largest buyer was Bank of America, adding an estimated $13.6M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $519K sold.
- 15 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q2 2016, up from 11 in Q1 2016.
- Funds reported $31.4M of Franklin US Low Volatility High Dividend Index ETF stock for Q2 2016, up 286% quarter-over-quarter.
- 8 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q2 2016 and 3 closed out, a net change of +5 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q2 2016 was Bank of America, an estimated $13.6M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q2 2016 was Janney Montgomery Scott, an estimated $519K sold.
Based on aggregated 13F filings for Q2 2016.