Franklin US Low Volatility High Dividend Index ETF
LVHD
106 hedge funds and large institutions have $645M invested in Franklin US Low Volatility High Dividend Index ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 41 increasing their positions, 18 reducing their positions, and 7 closing their positions.
357% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 7
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
128% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 18
55% more capital invested
Capital invested by funds: $417M → $645M (+$228M)
29% more funds holding
Funds holding: 82 → 106 (+24)
8.71% more ownership
Funds ownership: 59.67% → 68.38% (+8.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$13.8M |
| 2 |
Morgan Stanley
New York
|
+$13.7M |
| 3 |
AFG
Albion Financial Group
Salt Lake City,
Utah
|
+$11M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$7.15M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$5.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.67M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.14M |
| 3 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$1.81M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
-$1.66M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.46M |
LVHD Hedge Fund Activity: Q4 2022 in Review
106 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q4 2022, worth a combined $645M — up 55% from $417M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new LVHD positions and 7 closed out — a net gain of 25 holders — while 41 added to existing stakes and 18 trimmed.
The largest buyer was Franklin Resources, adding an estimated $13.8M. The largest seller was Jane Street, exiting entirely with an estimated $2.67M sold.
- 106 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q4 2022, up from 82 in Q3 2022.
- Funds reported $645M of Franklin US Low Volatility High Dividend Index ETF stock for Q4 2022, up 55% quarter-over-quarter.
- 32 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q4 2022 and 7 closed out, a net change of +25 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q4 2022 was Franklin Resources, an estimated $13.8M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q4 2022 was Jane Street, an estimated $2.67M sold.
Based on aggregated 13F filings for Q4 2022.