Franklin US Low Volatility High Dividend Index ETF
LVHD
74 hedge funds and large institutions have $527M invested in Franklin US Low Volatility High Dividend Index ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
7% more funds holding
Funds holding: 69 → 74 (+5)
6% more capital invested
Capital invested by funds: $496M → $527M (+$31.2M)
0.6% more ownership
Funds ownership: 70.24% → 70.84% (+0.6%)
15% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$11.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.4M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$2.94M |
| 4 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$984K |
| 5 |
AT
Arden Trust
Wilmington,
Delaware
|
+$909K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
-$5.24M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$2.53M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.43M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.4M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.06M |
LVHD Hedge Fund Activity: Q2 2021 in Review
74 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q2 2021, worth a combined $527M — up 6.3% from $496M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new LVHD positions and 6 closed out — a net gain of 5 holders — while 23 added to existing stakes and 27 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $11.9M. The largest seller was QS Investors, cutting an estimated $5.24M.
- 74 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q2 2021, up from 69 in Q1 2021.
- Funds reported $527M of Franklin US Low Volatility High Dividend Index ETF stock for Q2 2021, up 6.3% quarter-over-quarter.
- 11 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q2 2021 and 6 closed out, a net change of +5 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q2 2021 was Brinker Capital Investments, an estimated $11.9M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q2 2021 was QS Investors, an estimated $5.24M sold.
Based on aggregated 13F filings for Q2 2021.