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LVHD Franklin U.S. Low Volatility High

Fund · US stocks (broad)

HEFT has owned Franklin U.S. Low Volatility High since Jun 9, 2026, across 1 separate holding period. Today it is 2.7% of HEFT, against a peak of 6.1%. That's 1.7× the size of a typical HEFT position (median 1.6%). The latest big move was on Sep 28, 2026: HEFT cut it (4.7% to 2.5%).

Our daily record for Hedgeye Asset Management's funds starts Nov 21, 2025. We can't see what they held before then, so "first held" means the first day in our record, not necessarily the day they first bought it.

Held now inHEFT at 2.67%

First held in our dataJun 9, 2026

Since bought+4.7%HEFT bought Jun 9, 2026 · S&P 500 +3.1%

Big moves2

Position size by fund vs price

Shaded areas: position size in each fund (left axis). Line: share price (right axis). Shading at zero means the fund didn't own it.

Big moves in LVHD

Date	Fund	Ticker	Name	Action	Position size	Since	Status
Sep 28, 2026	HEFT	LVHD	Franklin U.S. Low Volatility High	Sold	4.7% → 2.5%	—	Held · 2.7%
Jun 9, 2026	HEFT	LVHD	Franklin U.S. Low Volatility High	Bought	0.0% → 2.5%	+4.7% +1.6 vs S&P	Held · 2.7%