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 $2.22M invested in Legg Mason Emerging Markets Low Volatility High Dividend ETF in 2017 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
10% more capital invested
Capital invested by funds: $2.01M → $2.22M (+$210K)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$243K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$203K |
| 3 |
LPL Financial
San Diego,
California
|
+$162K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$399K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $1.57M | +$243K | +8,821 | +18% |
|
|
2
LPL Financial
San Diego,
California
| $403K | +$162K | +5,875 | +67% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $203K | +$203K | +7,367 | New |
|
|
IA
4
IFP Advisors
Tampa,
Florida
| $39K | – | – | – |
|
5
UBS Group
Zurich,
Switzerland
| $3K | – | – | – |
|
|
6
JP Morgan Chase
New York
| – | -$399K | -14,496 | Closed |
|
LVHE Hedge Fund Activity: Q4 2017 in Review
5 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Legg Mason Emerging Markets Low Volatility High Dividend ETF (LVHE) for Q4 2017, worth a combined $2.22M — up 10% from $2.01M a quarter earlier.
Fund positioning in LVHE was balanced in Q4 2017: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 0 trimmed.
The largest buyer was Bank of America, adding an estimated $243K. The largest seller was JP Morgan Chase, exiting entirely with an estimated $399K sold.
- 5 institutional investors held Legg Mason Emerging Markets Low Volatility High Dividend ETF (LVHE) as of Q4 2017, unchanged from Q3 2017.
- Funds reported $2.22M of Legg Mason Emerging Markets Low Volatility High Dividend ETF stock for Q4 2017, up 10% quarter-over-quarter.
- 1 fund opened new Legg Mason Emerging Markets Low Volatility High Dividend ETF positions in Q4 2017 and 1 closed out, a net change of 0 holders.
- The largest Legg Mason Emerging Markets Low Volatility High Dividend ETF buyer in Q4 2017 was Bank of America, an estimated $243K added.
- The largest Legg Mason Emerging Markets Low Volatility High Dividend ETF seller in Q4 2017 was JP Morgan Chase, an estimated $399K sold.
Based on aggregated 13F filings for Q4 2017.