Franklin US Low Volatility High Dividend Index ETF
LVHD
82 hedge funds and large institutions have $416M invested in Franklin US Low Volatility High Dividend Index ETF in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 11 reducing their positions, and 12 closing their positions.
282% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 11
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
21% more capital invested
Capital invested by funds: $344M → $416M (+$71.8M)
6% more funds holding
Funds holding: 77 → 82 (+5)
0.07% more ownership
Funds ownership: 57.66% → 57.72% (+0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$45.2M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$28.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$23.5M |
| 4 |
AFG
Albion Financial Group
Salt Lake City,
Utah
|
+$23.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$8.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$47.5M |
| 2 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$2.25M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$2.25M |
| 4 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$2.01M |
| 5 |
Goldman Sachs
New York
|
-$1.25M |
LVHD Hedge Fund Activity: Q3 2022 in Review
82 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q3 2022, worth a combined $416M — up 21% from $344M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new LVHD positions and 12 closed out — a net gain of 5 holders — while 42 added to existing stakes and 11 trimmed.
The largest buyer was Franklin Resources, adding an estimated $45.2M. The largest seller was Gradient Investments, cutting an estimated $47.5M.
- 82 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q3 2022, up from 77 in Q2 2022.
- Funds reported $416M of Franklin US Low Volatility High Dividend Index ETF stock for Q3 2022, up 21% quarter-over-quarter.
- 17 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q3 2022 and 12 closed out, a net change of +5 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q3 2022 was Franklin Resources, an estimated $45.2M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q3 2022 was Gradient Investments, an estimated $47.5M sold.
Based on aggregated 13F filings for Q3 2022.