Franklin US Low Volatility High Dividend Index ETF
LVHD
50 hedge funds and large institutions have $446M invested in Franklin US Low Volatility High Dividend Index ETF in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 5 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 15
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
2% more funds holding
Funds holding: 49 → 50 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
21.77% less ownership
Funds ownership: 102.71% → 80.94% (-22%)
26% less capital invested
Capital invested by funds: $605M → $446M (-$160M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$136M |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
+$9.65M |
| 3 |
Morgan Stanley
New York
|
+$3.59M |
| 4 |
HR
Howe & Rusling
Rochester,
New York
|
+$2.72M |
| 5 |
VF
Virtu Financial
New York
|
+$2.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$124M |
| 2 |
QI
QS Investors
New York
|
-$12.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$7.04M |
| 4 |
Jane Street
New York
|
-$1.27M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$722K |
LVHD Hedge Fund Activity: Q4 2018 in Review
50 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q4 2018, worth a combined $446M — down 26% from $605M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LVHD positions and 5 closed out — a net gain of 2 holders — while 22 added to existing stakes and 15 trimmed.
The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $136M. The largest seller was Envestnet Asset Management, cutting an estimated $124M.
- 50 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q4 2018, up from 49 in Q3 2018.
- Funds reported $446M of Franklin US Low Volatility High Dividend Index ETF stock for Q4 2018, down 26% quarter-over-quarter.
- 7 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q4 2018 and 5 closed out, a net change of +2 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $136M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q4 2018 was Envestnet Asset Management, an estimated $124M sold.
Based on aggregated 13F filings for Q4 2018.