Franklin International Low Volatility High Dividend Index ETF
LVHI
150 hedge funds and large institutions have $838M invested in Franklin International Low Volatility High Dividend Index ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 73 increasing their positions, 31 reducing their positions, and 12 closing their positions.
150% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 12
135% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 31
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
35% more capital invested
Capital invested by funds: $620M → $838M (+$217M)
12% more funds holding
Funds holding: 134 → 150 (+16)
2.57% more ownership
Funds ownership: 60.55% → 63.12% (+2.6%)
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$50.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$16.1M |
| 3 |
LPL Financial
San Diego,
California
|
+$11.6M |
| 4 |
FAM
Frontier Asset Management
Sheridan,
Wyoming
|
+$11.6M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$7.11M |
Top Sellers
| 1 |
Jane Street
New York
|
-$2.12M |
| 2 |
Morgan Stanley
New York
|
-$2.1M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.85M |
| 4 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$1.33M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$1.31M |
LVHI Hedge Fund Activity: Q3 2024 in Review
150 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q3 2024, worth a combined $838M — up 35% from $620M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new LVHI positions and 12 closed out — a net gain of 18 holders — while 73 added to existing stakes and 31 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $50.7M. The largest seller was Jane Street, cutting an estimated $2.12M.
- 150 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q3 2024, up from 134 in Q2 2024.
- Funds reported $838M of Franklin International Low Volatility High Dividend Index ETF stock for Q3 2024, up 35% quarter-over-quarter.
- 30 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q3 2024 and 12 closed out, a net change of +18 holders.
- The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $50.7M added.
- The largest Franklin International Low Volatility High Dividend Index ETF seller in Q3 2024 was Jane Street, an estimated $2.12M sold.
Based on aggregated 13F filings for Q3 2024.