Legg Mason Emerging Markets Low Volatility High Dividend ETF
LVHE
LVHE was delisted on the 15th of May, 2020.
7 hedge funds and large institutions have $2.57M invested in Legg Mason Emerging Markets Low Volatility High Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
17% more funds holding
Funds holding: 6 → 7 (+1)
32% less capital invested
Capital invested by funds: $3.78M → $2.57M (-$1.21M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$241K |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$220K |
| 3 |
LPL Financial
San Diego,
California
|
+$36.6K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$36K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$16.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$683K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$580K |
| 3 |
Jane Street
New York
|
-$576K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $865K | -$576K | -21,664 | -40% |
|
|
2
LPL Financial
San Diego,
California
| $632K | +$36.6K | +1,375 | +6% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $305K | -$683K | -25,668 | -69% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $267K | +$16.6K | +624 | +7% |
|
|
5
Citadel Advisors
Miami,
Florida
| $238K | +$241K | +9,047 | New |
|
|
AAS
6
Avantax Advisory Services
Dallas,
Texas
| $218K | +$220K | +8,281 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $44K | +$36K | +1,355 | +411% |
|
|
8
Ameriprise
Minneapolis,
Minnesota
| – | -$580K | -22,535 | Closed |
|
LVHE Hedge Fund Activity: Q1 2019 in Review
7 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Legg Mason Emerging Markets Low Volatility High Dividend ETF (LVHE) for Q1 2019, worth a combined $2.57M — down 32% from $3.78M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new LVHE positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $241K. The largest seller was Bank of America, cutting an estimated $683K.
- 7 institutional investors held Legg Mason Emerging Markets Low Volatility High Dividend ETF (LVHE) as of Q1 2019, up from 6 in Q4 2018.
- Funds reported $2.57M of Legg Mason Emerging Markets Low Volatility High Dividend ETF stock for Q1 2019, down 32% quarter-over-quarter.
- 2 funds opened new Legg Mason Emerging Markets Low Volatility High Dividend ETF positions in Q1 2019 and 1 closed out, a net change of +1 holder.
- The largest Legg Mason Emerging Markets Low Volatility High Dividend ETF buyer in Q1 2019 was Citadel Advisors, an estimated $241K added.
- The largest Legg Mason Emerging Markets Low Volatility High Dividend ETF seller in Q1 2019 was Bank of America, an estimated $683K sold.
Based on aggregated 13F filings for Q1 2019.