Franklin US Low Volatility High Dividend Index ETF
LVHD
44 hedge funds and large institutions have $341M invested in Franklin US Low Volatility High Dividend Index ETF in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
133% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 9
29% more funds holding
Funds holding: 34 → 44 (+10)
17% more capital invested
Capital invested by funds: $291M → $341M (+$50.1M)
5.06% more ownership
Funds ownership: 75.43% → 80.49% (+5.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$12.5M |
| 2 |
AW
ACG Wealth
Atlanta,
Georgia
|
+$7.91M |
| 3 |
Morgan Stanley
New York
|
+$4.33M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.06M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
-$4.07M |
| 2 |
Jane Street
New York
|
-$1.6M |
| 3 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$770K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$751K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$562K |
LVHD Hedge Fund Activity: Q4 2017 in Review
44 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q4 2017, worth a combined $341M — up 17% from $291M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new LVHD positions and 2 closed out — a net gain of 10 holders — while 21 added to existing stakes and 9 trimmed.
The largest buyer was UBS Group, adding an estimated $12.5M. The largest seller was QS Investors, cutting an estimated $4.07M.
- 44 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q4 2017, up from 34 in Q3 2017.
- Funds reported $341M of Franklin US Low Volatility High Dividend Index ETF stock for Q4 2017, up 17% quarter-over-quarter.
- 12 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q4 2017 and 2 closed out, a net change of +10 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q4 2017 was UBS Group, an estimated $12.5M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q4 2017 was QS Investors, an estimated $4.07M sold.
Based on aggregated 13F filings for Q4 2017.