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Franklin International Low Volatility High Dividend Index ETF
LVHI
LVHI
108 hedge funds and large institutions have $431M invested in Franklin International Low Volatility High Dividend Index ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
77% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 30
15% more capital invested
Capital invested by funds: $374M → $431M (+$56.5M)
8% more funds holding
Funds holding: 100 → 108 (+8)
0.13% more ownership
Funds ownership: 65.6% → 65.73% (+0.13%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Holders
108
Holders Change
+8
Holders Change %
+8%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
53
Reduced
30
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$43.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$11.2M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.63M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$2.81M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.49M |
Top Sellers
| 1 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$15.2M |
| 2 |
Jane Street
New York
|
-$7.49M |
| 3 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$3.77M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$3.73M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$3.65M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
101
Sound Income Strategies
Ft Lauderdale,
Florida
| $7.29K | -$1.15K | -42 | -14% |
|
|
S
102
SignatureFD
Atlanta,
Georgia
| $7.19K | +$1.37K | +50 | +24% |
|
|
GWM
103
Geneos Wealth Management
Englewood,
Colorado
| $6.8K | -$1.45K | -53 | -18% |
|
|
GRP
104
Global Retirement Partners
San Rafael,
California
| $3.8K | – | – | – |
|
105
Wells Fargo
San Francisco,
California
| $3.36K | +$576 | +21 | +21% |
|
|
HIA
106
Harbor Investment Advisory
Lutherville,
Maryland
| $3.26K | – | – | – |
|
|
GWSG
107
GPS Wealth Strategies Group
Centennial,
Colorado
| $2.77K | – | – | – |
|
|
DFA
108
DHJJ Financial Advisors
Naperville,
Illinois
| $415 | – | – | – |
|
|
HCM
109
Howard Capital Management
Roswell,
Georgia
| – | -$495K | -18,142 | Closed |
|
|
LSA
110
Lion Street Advisors
Austin,
Texas
| – | -$303K | -11,098 | Closed |
|
|
SMC
111
Smith, Moore & Co
Clayton,
Missouri
| – | -$233K | -8,555 | Closed |
|
|
SIM
112
Seaview Investment Managers
Miami,
Florida
| – | -$212K | -7,790 | Closed |
|