Franklin US Low Volatility High Dividend Index ETF
LVHD
104 hedge funds and large institutions have $806M invested in Franklin US Low Volatility High Dividend Index ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 18 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 27
25% more capital invested
Capital invested by funds: $645M → $806M (+$161M)
3.94% more ownership
Funds ownership: 68.38% → 72.32% (+3.9%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2% less funds holding
Funds holding: 106 → 104 (-2)
11% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$104M |
| 2 |
AFG
Albion Financial Group
Salt Lake City,
Utah
|
+$40.9M |
| 3 |
BFWA
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
+$25.2M |
| 4 |
MCCA
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
+$12.1M |
| 5 |
Morgan Stanley
New York
|
+$5.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$27.6M |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
-$6.3M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$5.35M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.6M |
| 5 |
AT
Arden Trust
Wilmington,
Delaware
|
-$2.36M |
LVHD Hedge Fund Activity: Q1 2023 in Review
104 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q1 2023, worth a combined $806M — up 25% from $645M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of LVHD and 16 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 48 added.
The largest buyer was Allworth Financial, adding an estimated $104M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $27.6M.
- 104 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q1 2023, down from 106 in Q4 2022.
- Funds reported $806M of Franklin US Low Volatility High Dividend Index ETF stock for Q1 2023, up 25% quarter-over-quarter.
- 16 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q1 2023 and 18 closed out, a net change of -2 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q1 2023 was Allworth Financial, an estimated $104M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q1 2023 was JP Morgan Private Wealth Advisors, an estimated $27.6M sold.
Based on aggregated 13F filings for Q1 2023.