Franklin International Low Volatility High Dividend Index ETF
LVHI
31 hedge funds and large institutions have $70.7M invested in Franklin International Low Volatility High Dividend Index ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
31% more capital invested
Capital invested by funds: $53.8M → $70.7M (+$16.9M)
29% more funds holding
Funds holding: 24 → 31 (+7)
4.35% more ownership
Funds ownership: 65.05% → 69.4% (+4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$7.48M |
| 2 |
Jane Street
New York
|
+$3.17M |
| 3 |
AT
Arden Trust
Wilmington,
Delaware
|
+$2.51M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.09M |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$913K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$3.77M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$466K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$195K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$108K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$31.8K |
LVHI Hedge Fund Activity: Q1 2022 in Review
31 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q1 2022, worth a combined $70.7M — up 31% from $53.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new LVHI positions and 1 closed out — a net gain of 7 holders — while 12 added to existing stakes and 7 trimmed.
The largest buyer was UBS Group, adding an estimated $7.48M. The largest seller was Franklin Resources, cutting an estimated $3.77M.
- 31 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q1 2022, up from 24 in Q4 2021.
- Funds reported $70.7M of Franklin International Low Volatility High Dividend Index ETF stock for Q1 2022, up 31% quarter-over-quarter.
- 8 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q1 2022 and 1 closed out, a net change of +7 holders.
- The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q1 2022 was UBS Group, an estimated $7.48M added.
- The largest Franklin International Low Volatility High Dividend Index ETF seller in Q1 2022 was Franklin Resources, an estimated $3.77M sold.
Based on aggregated 13F filings for Q1 2022.