Franklin US Low Volatility High Dividend Index ETF
LVHD
70 hedge funds and large institutions have $513M invested in Franklin US Low Volatility High Dividend Index ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 31 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
11% more funds holding
Funds holding: 63 → 70 (+7)
2.32% more ownership
Funds ownership: 71.71% → 74.03% (+2.3%)
3% more capital invested
Capital invested by funds: $498M → $513M (+$15M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
45% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.82M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.63M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$819K |
| 4 |
AT
Arden Trust
Wilmington,
Delaware
|
+$633K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$421K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.34M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$7.7M |
| 3 |
VF
Virtu Financial
New York
|
-$4.16M |
| 4 |
LPL Financial
San Diego,
California
|
-$3.06M |
| 5 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$1.94M |
LVHD Hedge Fund Activity: Q4 2020 in Review
70 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q4 2020, worth a combined $513M — up 3% from $498M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new LVHD positions and 5 closed out — a net gain of 7 holders — while 17 added to existing stakes and 31 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $1.82M. The largest seller was Morgan Stanley, cutting an estimated $8.34M.
- 70 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q4 2020, up from 63 in Q3 2020.
- Funds reported $513M of Franklin US Low Volatility High Dividend Index ETF stock for Q4 2020, up 3% quarter-over-quarter.
- 12 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q4 2020 and 5 closed out, a net change of +7 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q4 2020 was Goldman Sachs, an estimated $1.82M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q4 2020 was Morgan Stanley, an estimated $8.34M sold.
Based on aggregated 13F filings for Q4 2020.