Legg Mason Emerging Markets Low Volatility High Dividend ETF
LVHE
LVHE was delisted on the 15th of May, 2020.
5 hedge funds and large institutions have $2.01M invested in Legg Mason Emerging Markets Low Volatility High Dividend ETF in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
25% more funds holding
Funds holding: 4 → 5 (+1)
5% less capital invested
Capital invested by funds: $2.12M → $2.01M (-$113K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$241K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$54.5K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$27.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.25K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$467K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $1.33M | +$54.5K | +1,985 | +4% |
|
|
2
JP Morgan Chase
New York
| $399K | -$467K | -17,019 | -54% |
|
|
3
LPL Financial
San Diego,
California
| $241K | +$241K | +8,765 | New |
|
|
IA
4
IFP Advisors
Tampa,
Florida
| $39K | +$27.2K | +990 | +229% |
|
|
5
UBS Group
Zurich,
Switzerland
| $3K | +$2.25K | +82 | +432% |
|
LVHE Hedge Fund Activity: Q3 2017 in Review
5 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Legg Mason Emerging Markets Low Volatility High Dividend ETF (LVHE) for Q3 2017, worth a combined $2.01M — down 5.3% from $2.12M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new LVHE positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $241K. The largest seller was JP Morgan Chase, cutting an estimated $467K.
- 5 institutional investors held Legg Mason Emerging Markets Low Volatility High Dividend ETF (LVHE) as of Q3 2017, up from 4 in Q2 2017.
- Funds reported $2.01M of Legg Mason Emerging Markets Low Volatility High Dividend ETF stock for Q3 2017, down 5.3% quarter-over-quarter.
- 1 fund opened new Legg Mason Emerging Markets Low Volatility High Dividend ETF positions in Q3 2017 and 0 closed out, a net change of +1 holder.
- The largest Legg Mason Emerging Markets Low Volatility High Dividend ETF buyer in Q3 2017 was LPL Financial, an estimated $241K added.
- The largest Legg Mason Emerging Markets Low Volatility High Dividend ETF seller in Q3 2017 was JP Morgan Chase, an estimated $467K sold.
Based on aggregated 13F filings for Q3 2017.