Franklin US Low Volatility High Dividend Index ETF
LVHD
44 hedge funds and large institutions have $464M invested in Franklin US Low Volatility High Dividend Index ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 21 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
0.53% more ownership
Funds ownership: 78.66% → 79.19% (+0.53%)
0% more funds holding
Funds holding: 44 → 44 (0)
3% less capital invested
Capital invested by funds: $477M → $464M (-$12.9M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
67% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
+$2.7M |
| 2 |
Morgan Stanley
New York
|
+$521K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$434K |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$428K |
| 5 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
+$261K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$7.48M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.94M |
| 3 |
Jane Street
New York
|
-$1.78M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.47M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.34M |
LVHD Hedge Fund Activity: Q2 2018 in Review
44 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q2 2018, worth a combined $464M — down 2.7% from $477M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new LVHD positions and 6 closed out — a net gain of 3 holders — while 7 added to existing stakes and 21 trimmed.
The largest buyer was Edelman Financial Services, adding an estimated $2.7M. The largest seller was ACG Wealth, cutting an estimated $7.48M.
- 44 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q2 2018, unchanged from Q1 2018.
- Funds reported $464M of Franklin US Low Volatility High Dividend Index ETF stock for Q2 2018, down 2.7% quarter-over-quarter.
- 9 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q2 2018 and 6 closed out, a net change of +3 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q2 2018 was Edelman Financial Services, an estimated $2.7M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q2 2018 was ACG Wealth, an estimated $7.48M sold.
Based on aggregated 13F filings for Q2 2018.