Franklin International Low Volatility High Dividend Index ETF
LVHI
21 hedge funds and large institutions have $48.8M invested in Franklin International Low Volatility High Dividend Index ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
17% more funds holding
Funds holding: 18 → 21 (+3)
16% more capital invested
Capital invested by funds: $42.2M → $48.8M (+$6.62M)
0.66% less ownership
Funds ownership: 69.33% → 68.67% (-0.66%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFS
Bard Financial Services
Branford,
Connecticut
|
+$2.19M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.47M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.44M |
| 4 |
Jane Street
New York
|
+$623K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$499K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$987K |
| 2 |
Citigroup
New York
|
-$271K |
| 3 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
-$58K |
| 4 |
QI
QS Investors
New York
|
-$39.5K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$26.9K |
LVHI Hedge Fund Activity: Q2 2021 in Review
21 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q2 2021, worth a combined $48.8M — up 16% from $42.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LVHI positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 3 trimmed.
The largest buyer was Bard Financial Services, adding an estimated $2.19M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $987K sold.
- 21 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q2 2021, up from 18 in Q1 2021.
- Funds reported $48.8M of Franklin International Low Volatility High Dividend Index ETF stock for Q2 2021, up 16% quarter-over-quarter.
- 6 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q2 2021 and 3 closed out, a net change of +3 holders.
- The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q2 2021 was Bard Financial Services, an estimated $2.19M added.
- The largest Franklin International Low Volatility High Dividend Index ETF seller in Q2 2021 was Raymond James & Associates, an estimated $987K sold.
Based on aggregated 13F filings for Q2 2021.