Franklin International Low Volatility High Dividend Index ETF
LVHI
15 hedge funds and large institutions have $41.5M invested in Franklin International Low Volatility High Dividend Index ETF in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 0 closing their positions.
36% more funds holding
Funds holding: 11 → 15 (+4)
5% less capital invested
Capital invested by funds: $43.5M → $41.5M (-$2M)
3.4% less ownership
Funds ownership: 85.32% → 81.92% (-3.4%)
75% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$214K |
| 2 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$76.3K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$8.04K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.67K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$27 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.64M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.18M |
| 3 |
LPL Financial
San Diego,
California
|
-$203K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$155K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$154K |
LVHI Hedge Fund Activity: Q3 2018 in Review
15 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q3 2018, worth a combined $41.5M — down 4.6% from $43.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LVHI positions and 0 closed out — a net gain of 4 holders — while 2 added to existing stakes and 8 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $214K. The largest seller was Jane Street, cutting an estimated $1.64M.
- 15 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q3 2018, up from 11 in Q2 2018.
- Funds reported $41.5M of Franklin International Low Volatility High Dividend Index ETF stock for Q3 2018, down 4.6% quarter-over-quarter.
- 4 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q3 2018 and 0 closed out, a net change of +4 holders.
- The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q3 2018 was Susquehanna International Group, an estimated $214K added.
- The largest Franklin International Low Volatility High Dividend Index ETF seller in Q3 2018 was Jane Street, an estimated $1.64M sold.
Based on aggregated 13F filings for Q3 2018.