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Franklin US Low Volatility High Dividend Index ETF
LVHD

112 hedge funds and large institutions have $593M invested in Franklin US Low Volatility High Dividend Index ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

2% more funds holding

Funds holding: 110 → 112 (+2)

0.6% less ownership

Funds ownership: 68.31% → 67.71% (-0.6%)

5% less capital invested

Capital invested by funds: $626M → $593M (-$32.6M)

34% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 50

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
15
Increased
33
Reduced
50
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
+$934K
2
KAS
Kestra Advisory Services
Texas
+$777K
3
GS
GTS Securities
Florida
+$644K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$461K
5
Wells Fargo
Wells Fargo
California
+$445K

Top Sellers

Rank Fund Capital Flow
1
BFWA
Benchmark Financial Wealth Advisors
Florida
-$21M
2
MCCA
Mill Creek Capital Advisors
Pennsylvania
-$17.8M
3
Morgan Stanley
Morgan Stanley
New York
-$9.1M
4
AF
Allworth Financial
California
-$5.77M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.46M

LVHD Hedge Fund Activity: Q4 2023 in Review

112 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q4 2023, worth a combined $593M — down 5.2% from $626M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new LVHD positions and 12 closed out — a net gain of 3 holders — while 33 added to existing stakes and 50 trimmed.

The largest buyer was Tennessee Valley Asset Management Partners, adding an estimated $934K. The largest seller was Benchmark Financial Wealth Advisors, cutting an estimated $21M.

  • 112 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q4 2023, up from 110 in Q3 2023.
  • Funds reported $593M of Franklin US Low Volatility High Dividend Index ETF stock for Q4 2023, down 5.2% quarter-over-quarter.
  • 15 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q4 2023 and 12 closed out, a net change of +3 holders.
  • The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q4 2023 was Tennessee Valley Asset Management Partners, an estimated $934K added.
  • The largest Franklin US Low Volatility High Dividend Index ETF seller in Q4 2023 was Benchmark Financial Wealth Advisors, an estimated $21M sold.

Based on aggregated 13F filings for Q4 2023.