Franklin US Low Volatility High Dividend Index ETF
LVHD
63 hedge funds and large institutions have $578M invested in Franklin US Low Volatility High Dividend Index ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 13 reducing their positions, and 5 closing their positions.
138% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 13
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
11% more capital invested
Capital invested by funds: $521M → $578M (+$56.6M)
7% more funds holding
Funds holding: 59 → 63 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3.3% less ownership
Funds ownership: 76.81% → 73.51% (-3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$19.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.26M |
| 3 |
Jane Street
New York
|
+$2.38M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.14M |
| 5 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$2.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
-$12.5M |
| 2 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$415K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$396K |
| 4 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
-$298K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$153K |
LVHD Hedge Fund Activity: Q3 2019 in Review
63 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q3 2019, worth a combined $578M — up 11% from $521M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new LVHD positions and 5 closed out — a net gain of 4 holders — while 31 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $19.9M. The largest seller was QS Investors, cutting an estimated $12.5M.
- 63 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q3 2019, up from 59 in Q2 2019.
- Funds reported $578M of Franklin US Low Volatility High Dividend Index ETF stock for Q3 2019, up 11% quarter-over-quarter.
- 9 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q3 2019 and 5 closed out, a net change of +4 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q3 2019 was Morgan Stanley, an estimated $19.9M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q3 2019 was QS Investors, an estimated $12.5M sold.
Based on aggregated 13F filings for Q3 2019.