Franklin International Low Volatility High Dividend Index ETF
LVHI
24 hedge funds and large institutions have $53.8M invested in Franklin International Low Volatility High Dividend Index ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
8.26% less ownership
Funds ownership: 73.31% → 65.05% (-8.3%)
8% less capital invested
Capital invested by funds: $58.7M → $53.8M (-$4.87M)
11% less funds holding
Funds holding: 27 → 24 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.17M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$458K |
| 3 |
LPL Financial
San Diego,
California
|
+$383K |
| 4 |
BFS
Bard Financial Services
Branford,
Connecticut
|
+$305K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$96.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$1.79M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.76M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.66M |
| 4 |
CIP
Capital Insight Partners
Scottsdale,
Arizona
|
-$1.58M |
| 5 |
AT
Arden Trust
Wilmington,
Delaware
|
-$1.51M |
LVHI Hedge Fund Activity: Q4 2021 in Review
24 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q4 2021, worth a combined $53.8M — down 8.3% from $58.7M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of LVHI and 2 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 10 added.
The largest buyer was Royal Bank of Canada, adding an estimated $1.17M. The largest seller was Franklin Resources, cutting an estimated $1.79M.
- 24 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q4 2021, down from 27 in Q3 2021.
- Funds reported $53.8M of Franklin International Low Volatility High Dividend Index ETF stock for Q4 2021, down 8.3% quarter-over-quarter.
- 2 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q4 2021 and 5 closed out, a net change of -3 holders.
- The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q4 2021 was Royal Bank of Canada, an estimated $1.17M added.
- The largest Franklin International Low Volatility High Dividend Index ETF seller in Q4 2021 was Franklin Resources, an estimated $1.79M sold.
Based on aggregated 13F filings for Q4 2021.