Franklin International Low Volatility High Dividend Index ETF
LVHI
24 hedge funds and large institutions have $38.4M invested in Franklin International Low Volatility High Dividend Index ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
33% more funds holding
Funds holding: 18 → 24 (+6)
11% more capital invested
Capital invested by funds: $34.6M → $38.4M (+$3.88M)
7.82% more ownership
Funds ownership: 62.37% → 70.19% (+7.8%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$329K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$72.9K |
| 3 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
+$72.3K |
| 4 |
Morgan Stanley
New York
|
+$53.9K |
| 5 |
Citigroup
New York
|
+$41.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.73M |
| 2 |
Jane Street
New York
|
-$1.05M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$308K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$146K |
| 5 |
QI
QS Investors
New York
|
-$42.6K |
LVHI Hedge Fund Activity: Q4 2020 in Review
24 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q4 2020, worth a combined $38.4M — up 11% from $34.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LVHI positions and 1 closed out — a net gain of 6 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Belpointe Asset Management, opening a new position worth an estimated $329K. The largest seller was Raymond James & Associates, cutting an estimated $1.73M.
- 24 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q4 2020, up from 18 in Q3 2020.
- Funds reported $38.4M of Franklin International Low Volatility High Dividend Index ETF stock for Q4 2020, up 11% quarter-over-quarter.
- 7 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q4 2020 and 1 closed out, a net change of +6 holders.
- The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q4 2020 was Belpointe Asset Management, an estimated $329K added.
- The largest Franklin International Low Volatility High Dividend Index ETF seller in Q4 2020 was Raymond James & Associates, an estimated $1.73M sold.
Based on aggregated 13F filings for Q4 2020.