Franklin International Low Volatility High Dividend Index ETF
LVHI
18 hedge funds and large institutions have $42.2M invested in Franklin International Low Volatility High Dividend Index ETF in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 6 closing their positions.
39% more capital inflows, than outflows
Capital inflows: $2.24M | Capital outflows: $1.61M
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
0.86% less ownership
Funds ownership: 70.19% → 69.33% (-0.86%)
25% less funds holding
Funds holding: 24 → 18 (-6)
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFS
Bard Financial Services
Branford,
Connecticut
|
+$1.3M |
| 2 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$553K |
| 3 |
AT
Arden Trust
Wilmington,
Delaware
|
+$166K |
| 4 |
Citigroup
New York
|
+$100K |
| 5 |
LPL Financial
San Diego,
California
|
+$93.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$417K |
| 2 |
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$265K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$260K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$257K |
| 5 |
Raymond James & Associates
St Petersburg,
Florida
|
-$137K |
LVHI Hedge Fund Activity: Q1 2021 in Review
18 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q1 2021, worth a combined $42.2M — up 9.8% from $38.4M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of LVHI and 1 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 8 added.
The largest buyer was Bard Financial Services, adding an estimated $1.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $417K sold.
- 18 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q1 2021, down from 24 in Q4 2020.
- Funds reported $42.2M of Franklin International Low Volatility High Dividend Index ETF stock for Q1 2021, up 9.8% quarter-over-quarter.
- 1 fund opened new Franklin International Low Volatility High Dividend Index ETF positions in Q1 2021 and 6 closed out, a net change of -5 holders.
- The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q1 2021 was Bard Financial Services, an estimated $1.3M added.
- The largest Franklin International Low Volatility High Dividend Index ETF seller in Q1 2021 was Susquehanna International Group, an estimated $417K sold.
Based on aggregated 13F filings for Q1 2021.