Franklin International Low Volatility High Dividend Index ETF
LVHI
19 hedge funds and large institutions have $40.7M invested in Franklin International Low Volatility High Dividend Index ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
27% more funds holding
Funds holding: 15 → 19 (+4)
10% more capital invested
Capital invested by funds: $37M → $40.7M (+$3.64M)
5.94% less ownership
Funds ownership: 72.12% → 66.18% (-5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.18M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$969K |
| 3 |
Jane Street
New York
|
+$835K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$249K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$75.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
-$300K |
| 2 |
Citigroup
New York
|
-$25.8K |
| 3 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$10.3K |
| 4 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$5K |
LVHI Hedge Fund Activity: Q4 2019 in Review
19 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q4 2019, worth a combined $40.7M — up 9.8% from $37M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new LVHI positions and 1 closed out — a net gain of 4 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.18M. The largest seller was QS Investors, cutting an estimated $300K.
- 19 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q4 2019, up from 15 in Q3 2019.
- Funds reported $40.7M of Franklin International Low Volatility High Dividend Index ETF stock for Q4 2019, up 9.8% quarter-over-quarter.
- 5 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q4 2019 and 1 closed out, a net change of +4 holders.
- The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q4 2019 was Royal Bank of Canada, an estimated $1.18M added.
- The largest Franklin International Low Volatility High Dividend Index ETF seller in Q4 2019 was QS Investors, an estimated $300K sold.
Based on aggregated 13F filings for Q4 2019.