Franklin International Low Volatility High Dividend Index ETF
LVHI
9 hedge funds and large institutions have $53.2M invested in Franklin International Low Volatility High Dividend Index ETF in 2017 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $54.5M → $53.2M (-$1.36M)
3.5% less ownership
Funds ownership: 90.66% → 87.17% (-3.5%)
10% less funds holding
Funds holding: 10 → 9 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$480K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$149K |
| 3 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$115K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$40.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.47M |
| 2 |
Jane Street
New York
|
-$292K |
| 3 |
LPL Financial
San Diego,
California
|
-$81.2K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$71K |
LVHI Hedge Fund Activity: Q4 2017 in Review
9 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q4 2017, worth a combined $53.2M — down 2.5% from $54.5M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of LVHI and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 4 added.
The largest buyer was Citigroup, adding an estimated $480K. The largest seller was Royal Bank of Canada, cutting an estimated $2.47M.
- 9 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q4 2017, down from 10 in Q3 2017.
- Funds reported $53.2M of Franklin International Low Volatility High Dividend Index ETF stock for Q4 2017, down 2.5% quarter-over-quarter.
- 0 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q4 2017 and 1 closed out, a net change of -1 holder.
- The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q4 2017 was Citigroup, an estimated $480K added.
- The largest Franklin International Low Volatility High Dividend Index ETF seller in Q4 2017 was Royal Bank of Canada, an estimated $2.47M sold.
Based on aggregated 13F filings for Q4 2017.