Franklin International Low Volatility High Dividend Index ETF
LVHI
18 hedge funds and large institutions have $35.6M invested in Franklin International Low Volatility High Dividend Index ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
1.06% less ownership
Funds ownership: 66.18% → 65.12% (-1.1%)
5% less funds holding
Funds holding: 19 → 18 (-1)
13% less capital invested
Capital invested by funds: $40.7M → $35.6M (-$5.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.31M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.21M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$643K |
| 4 |
MFG
Magnus Financial Group
New York
|
+$623K |
| 5 |
Citigroup
New York
|
+$138K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$286K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$274K |
| 3 |
CWA
Capital Wealth Alliance
Scottsdale,
Arizona
|
-$215K |
| 4 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$24.9K |
| 5 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
-$24K |
LVHI Hedge Fund Activity: Q1 2020 in Review
18 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q1 2020, worth a combined $35.6M — down 13% from $40.7M a quarter earlier.
Fund positioning in LVHI was balanced in Q1 2020: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 5 trimmed.
The largest buyer was Jane Street, adding an estimated $3.31M. The largest seller was Royal Bank of Canada, cutting an estimated $286K.
- 18 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q1 2020, down from 19 in Q4 2019.
- Funds reported $35.6M of Franklin International Low Volatility High Dividend Index ETF stock for Q1 2020, down 13% quarter-over-quarter.
- 3 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q1 2020 and 3 closed out, a net change of 0 holders.
- The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q1 2020 was Jane Street, an estimated $3.31M added.
- The largest Franklin International Low Volatility High Dividend Index ETF seller in Q1 2020 was Royal Bank of Canada, an estimated $286K sold.
Based on aggregated 13F filings for Q1 2020.