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Franklin US Low Volatility High Dividend Index ETF
LVHD

78 hedge funds and large institutions have $473M invested in Franklin US Low Volatility High Dividend Index ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 15

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

4% more funds holding

Funds holding: 75 → 78 (+3)

0.94% less ownership

Funds ownership: 65.74% → 64.81% (-0.94%)

8% less capital invested

Capital invested by funds: $514M → $473M (-$40.3M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
33
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$8.1M
2
Morgan Stanley
Morgan Stanley
New York
+$3.82M
3
WWM
Western Wealth Management
Colorado
+$2.6M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.75M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
-$34.9M
2
Franklin Resources
Franklin Resources
California
-$17M
3
Wells Fargo
Wells Fargo
California
-$2.59M
4
CI
CX Institutional
Indiana
-$2.08M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.37M

LVHD Hedge Fund Activity: Q1 2022 in Review

78 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q1 2022, worth a combined $473M — down 7.8% from $514M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LVHD positions and 7 closed out — a net gain of 5 holders — while 33 added to existing stakes and 15 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $8.1M. The largest seller was Financial Engines Advisors, cutting an estimated $34.9M.

  • 78 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q1 2022, up from 75 in Q4 2021.
  • Funds reported $473M of Franklin US Low Volatility High Dividend Index ETF stock for Q1 2022, down 7.8% quarter-over-quarter.
  • 12 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q1 2022 and 7 closed out, a net change of +5 holders.
  • The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q1 2022 was Goldman Sachs, an estimated $8.1M added.
  • The largest Franklin US Low Volatility High Dividend Index ETF seller in Q1 2022 was Financial Engines Advisors, an estimated $34.9M sold.

Based on aggregated 13F filings for Q1 2022.