Franklin US Low Volatility High Dividend Index ETF
LVHD
88 hedge funds and large institutions have $324M invested in Franklin US Low Volatility High Dividend Index ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 46 reducing their positions, and 12 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.87% less ownership
Funds ownership: 60.13% → 56.26% (-3.9%)
7% less funds holding
Funds holding: 95 → 88 (-7)
19% less capital invested
Capital invested by funds: $398M → $324M (-$73.8M)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
59% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$319K |
| 3 |
SC
Sykon Capital
Harrison,
New York
|
+$267K |
| 4 |
TWP
Triad Wealth Partners
Lawrence,
Kansas
|
+$146K |
| 5 |
Jane Street
New York
|
+$137K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
-$20.7M |
| 2 |
MCCA
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
-$8.04M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.8M |
| 5 |
TC
TAP Consulting
Kirkwood,
Missouri
|
-$3.51M |
LVHD Hedge Fund Activity: Q2 2024 in Review
88 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q2 2024, worth a combined $324M — down 19% from $398M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of LVHD and 8 opened new positions — a net loss of 4 holders — while 46 trimmed existing stakes and 19 added.
The largest buyer was Royal Bank of Canada, adding an estimated $2M. The largest seller was Allworth Financial, cutting an estimated $20.7M.
- 88 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q2 2024, down from 95 in Q1 2024.
- Funds reported $324M of Franklin US Low Volatility High Dividend Index ETF stock for Q2 2024, down 19% quarter-over-quarter.
- 8 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q2 2024 and 12 closed out, a net change of -4 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q2 2024 was Royal Bank of Canada, an estimated $2M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q2 2024 was Allworth Financial, an estimated $20.7M sold.
Based on aggregated 13F filings for Q2 2024.