Franklin US Low Volatility High Dividend Index ETF
LVHD
90 hedge funds and large institutions have $279M invested in Franklin US Low Volatility High Dividend Index ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
8% more funds holding
Funds holding: 83 → 90 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.16% less ownership
Funds ownership: 53.42% → 52.26% (-1.2%)
12% less capital invested
Capital invested by funds: $315M → $279M (-$36.7M)
25% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.31M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.17M |
| 3 |
GS
GTS Securities
Miami,
Florida
|
+$1.14M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.04M |
| 5 |
TWP
Triad Wealth Partners
Lawrence,
Kansas
|
+$622K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFG
Albion Financial Group
Salt Lake City,
Utah
|
-$12.1M |
| 2 |
Morgan Stanley
New York
|
-$2.69M |
| 3 |
Goldman Sachs
New York
|
-$2.22M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.62M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.14M |
LVHD Hedge Fund Activity: Q4 2024 in Review
90 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q4 2024, worth a combined $279M — down 12% from $315M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new LVHD positions and 6 closed out — a net gain of 9 holders — while 27 added to existing stakes and 36 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $1.31M. The largest seller was Albion Financial Group, cutting an estimated $12.1M.
- 90 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q4 2024, up from 83 in Q3 2024.
- Funds reported $279M of Franklin US Low Volatility High Dividend Index ETF stock for Q4 2024, down 12% quarter-over-quarter.
- 15 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q4 2024 and 6 closed out, a net change of +9 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q4 2024 was Jane Street, an estimated $1.31M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q4 2024 was Albion Financial Group, an estimated $12.1M sold.
Based on aggregated 13F filings for Q4 2024.