We are live on ! Find out more
LVHI icon

Franklin International Low Volatility High Dividend Index ETF
LVHI

122 hedge funds and large institutions have $535M invested in Franklin International Low Volatility High Dividend Index ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 32 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

84% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 32

24% more capital invested

Capital invested by funds: $431M → $535M (+$105M)

13% more funds holding

Funds holding: 108 → 122 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.68% less ownership

Funds ownership: 65.73% → 64.05% (-1.7%)

Holders
122
Holders Change
+14
Holders Change %
+12.96%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
59
Reduced
32
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$21.9M
2
IWS
Insight Wealth Strategies
California
+$12.1M
3
LPL Financial
LPL Financial
California
+$7.23M
4
Ameriprise
Ameriprise
Minnesota
+$6.36M
5
Bank of America
Bank of America
North Carolina
+$6.15M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$26.8M
2
AI
Atria Investments
North Carolina
-$4.98M
3
OMC
Old Mission Capital
Illinois
-$2.18M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.37M
5
MML Investors Services
MML Investors Services
Massachusetts
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
51
Mariner
Kansas
$1.35M +$1.28M +45,199 New
FCA
52
FinTrust Capital Advisors
South Carolina
$1.31M +$1M +35,345 +402%
OFS
53
OneAscent Financial Services
Alabama
$1.27M +$35.5K +1,253 +3%
Comerica Bank
54
Comerica Bank
Texas
$1.2M -$15K -529 -1%
KFS
55
Kelly Financial Services
Massachusetts
$1.16M -$27.6K -973 -2%
AT
56
Arden Trust
Delaware
$1.14M -$37.1K -1,308 -3%
MFG
57
Magnus Financial Group
New York
$1.09M – – –
BFWA
58
Benchmark Financial Wealth Advisors
Florida
$1.06M +$616K +21,725 +156%
E
59
ETFidea
New York
$1.03M -$6.07K -214 -0.6%
DAS
60
Dynamic Advisor Solutions
Arizona
$1M -$22.4K -791 -2%
KAS
61
Kestra Advisory Services
Texas
$999K +$387K +13,628 +68%
DAS
62
Diversify Advisory Services
Utah
$976K +$930K +32,776 New
TAM
63
Titleist Asset Management
Texas
$963K -$24.9K -877 -3%
LMKC
64
L.M. Kohn & Company
Ohio
$956K +$134K +4,735 +17%
CL
65
Choreo LLC
Illinois
$945K +$142 +5 +0%
WS
66
Wedbush Securities
California
$925K -$51.2K -1,804 -5%
BFWM
67
Bright Futures Wealth Management
New York
$884K +$845K +29,797 New
CAG
68
Csenge Advisory Group
Florida
$846K -$106K -3,726 -12%
ACP
69
Aviance Capital Partners
Florida
$826K +$57.5K +2,028 +8%
CIBC World Market
70
CIBC World Market
Ontario, Canada
$751K -$113 -4 -0%
SPA
71
Shore Point Advisors
New Jersey
$706K -$79.5K -2,804 -11%
RJT
72
Raymond James Trust
Florida
$645K +$6.95K +245 +1%
FGA
73
Fortis Group Advisors
New Jersey
$622K +$129K +4,543 +28%
FAIM
74
Financial Advocates Investment Management
Washington
$602K -$17.9K -632 -3%
RIA
75
Regal Investment Advisors
Michigan
$546K -$16.4K -577 -3%
1 2
3
4 5

LVHI Hedge Fund Activity: Q1 2024 in Review

122 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q1 2024, worth a combined $535M — up 24% from $431M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new LVHI positions and 3 closed out — a net gain of 16 holders — while 59 added to existing stakes and 32 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $21.9M. The largest seller was Morgan Stanley, cutting an estimated $26.8M.

  • 122 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q1 2024, up from 108 in Q4 2023.
  • Funds reported $535M of Franklin International Low Volatility High Dividend Index ETF stock for Q1 2024, up 24% quarter-over-quarter.
  • 19 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q1 2024 and 3 closed out, a net change of +16 holders.
  • The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $21.9M added.
  • The largest Franklin International Low Volatility High Dividend Index ETF seller in Q1 2024 was Morgan Stanley, an estimated $26.8M sold.

Based on aggregated 13F filings for Q1 2024.