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Franklin International Low Volatility High Dividend Index ETF
LVHI
LVHI
76 hedge funds and large institutions have $257M invested in Franklin International Low Volatility High Dividend Index ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 15 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
175% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 8
127% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 15
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
42% more capital invested
Capital invested by funds: $181M → $257M (+$75.6M)
19% more funds holding
Funds holding: 64 → 76 (+12)
10.94% less ownership
Funds ownership: 84.06% → 73.12% (-11%)
Holders
76
Holders Change
+12
Holders Change %
+18.75%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
34
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$16.5M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$9.9M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$7.76M |
| 4 |
Morgan Stanley
New York
|
+$7.22M |
| 5 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$6.56M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Wells Fargo
San Francisco,
California
| $1.17K | – | – | – |
|
|
TVAMP
77
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| – | -$937K | -36,683 | Closed |
|
|
NW
78
NewEdge Wealth
Pittsburgh,
Pennsylvania
| – | -$857K | -33,550 | Closed |
|
|
FFG
79
Ford Financial Group
Fresno,
California
| – | -$696K | -27,227 | Closed |
|
|
FTUS
80
Flow Traders U.S.
New York
| – | -$682K | -26,707 | Closed |
|
|
MCC
81
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$625K | -24,456 | Closed |
|
82
Walleye Capital
New York
| – | -$307K | -12,004 | Closed |
|
83
JP Morgan Chase
New York
| – | -$291K | -11,407 | Closed |
|
|
GWM
84
Geneos Wealth Management
Englewood,
Colorado
| – | -$20.4K | -800 | Closed |
|