Franklin US Low Volatility High Dividend Index ETF
LVHD
83 hedge funds and large institutions have $315M invested in Franklin US Low Volatility High Dividend Index ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 37 reducing their positions, and 10 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $324M → $315M (-$8.41M)
2.84% less ownership
Funds ownership: 56.26% → 53.42% (-2.8%)
6% less funds holding
Funds holding: 88 → 83 (-5)
30% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 37
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$925K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$765K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$690K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$340K |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$212K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFG
Albion Financial Group
Salt Lake City,
Utah
|
-$30.1M |
| 2 |
LPL Financial
San Diego,
California
|
-$10.3M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.21M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.15M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.68M |
LVHD Hedge Fund Activity: Q3 2024 in Review
83 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q3 2024, worth a combined $315M — down 2.6% from $324M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of LVHD and 5 opened new positions — a net loss of 5 holders — while 37 trimmed existing stakes and 26 added.
The largest buyer was Goldman Sachs, adding an estimated $925K. The largest seller was Albion Financial Group, cutting an estimated $30.1M.
- 83 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q3 2024, down from 88 in Q2 2024.
- Funds reported $315M of Franklin US Low Volatility High Dividend Index ETF stock for Q3 2024, down 2.6% quarter-over-quarter.
- 5 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q3 2024 and 10 closed out, a net change of -5 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q3 2024 was Goldman Sachs, an estimated $925K added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q3 2024 was Albion Financial Group, an estimated $30.1M sold.
Based on aggregated 13F filings for Q3 2024.