Franklin US Low Volatility High Dividend Index ETF
LVHD
63 hedge funds and large institutions have $498M invested in Franklin US Low Volatility High Dividend Index ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 29 reducing their positions, and 9 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
13% more capital invested
Capital invested by funds: $439M → $498M (+$58.6M)
5.6% more ownership
Funds ownership: 66.11% → 71.71% (+5.6%)
6% less funds holding
Funds holding: 67 → 63 (-4)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
48% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$41.2M |
| 2 |
AT
Arden Trust
Wilmington,
Delaware
|
+$19M |
| 3 |
QI
QS Investors
New York
|
+$18.9M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
+$5.29M |
| 5 |
VF
Virtu Financial
New York
|
+$3.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$20.4M |
| 2 |
Morgan Stanley
New York
|
-$8.23M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$3.76M |
| 4 |
LPL Financial
San Diego,
California
|
-$3.75M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.85M |
LVHD Hedge Fund Activity: Q3 2020 in Review
63 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q3 2020, worth a combined $498M — up 13% from $439M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of LVHD and 6 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 15 added.
The largest buyer was Gradient Investments, adding an estimated $41.2M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $20.4M.
- 63 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q3 2020, down from 67 in Q2 2020.
- Funds reported $498M of Franklin US Low Volatility High Dividend Index ETF stock for Q3 2020, up 13% quarter-over-quarter.
- 6 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q3 2020 and 9 closed out, a net change of -3 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q3 2020 was Gradient Investments, an estimated $41.2M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q3 2020 was Raymond James Financial Services Advisors, an estimated $20.4M sold.
Based on aggregated 13F filings for Q3 2020.