Franklin International Low Volatility High Dividend Index ETF
LVHI
27 hedge funds and large institutions have $58.7M invested in Franklin International Low Volatility High Dividend Index ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
450% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 2
29% more funds holding
Funds holding: 21 → 27 (+6)
20% more capital invested
Capital invested by funds: $48.8M → $58.7M (+$9.84M)
4.64% more ownership
Funds ownership: 68.67% → 73.31% (+4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$29.8M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.37M |
| 3 |
BFS
Bard Financial Services
Branford,
Connecticut
|
+$2.33M |
| 4 |
Jane Street
New York
|
+$1.26M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$778K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$251K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$26.5K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$14.2K |
LVHI Hedge Fund Activity: Q3 2021 in Review
27 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q3 2021, worth a combined $58.7M — up 20% from $48.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new LVHI positions and 1 closed out — a net gain of 7 holders — while 11 added to existing stakes and 2 trimmed.
The largest buyer was Franklin Resources, opening a new position worth an estimated $29.8M. The largest seller was Citigroup, exiting entirely with an estimated $251K sold.
- 27 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q3 2021, up from 21 in Q2 2021.
- Funds reported $58.7M of Franklin International Low Volatility High Dividend Index ETF stock for Q3 2021, up 20% quarter-over-quarter.
- 8 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q3 2021 and 1 closed out, a net change of +7 holders.
- The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q3 2021 was Franklin Resources, an estimated $29.8M added.
- The largest Franklin International Low Volatility High Dividend Index ETF seller in Q3 2021 was Citigroup, an estimated $251K sold.
Based on aggregated 13F filings for Q3 2021.