Franklin International Low Volatility High Dividend Index ETF
LVHI
36 hedge funds and large institutions have $68.1M invested in Franklin International Low Volatility High Dividend Index ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
16% more funds holding
Funds holding: 31 → 36 (+5)
4% less capital invested
Capital invested by funds: $70.7M → $68.1M (-$2.59M)
3.32% less ownership
Funds ownership: 69.4% → 66.08% (-3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$6.66M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.05M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.97M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.7M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$25M |
| 2 |
Jane Street
New York
|
-$1.62M |
| 3 |
AT
Arden Trust
Wilmington,
Delaware
|
-$563K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$475K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$286K |
LVHI Hedge Fund Activity: Q2 2022 in Review
36 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q2 2022, worth a combined $68.1M — down 3.7% from $70.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new LVHI positions and 3 closed out — a net gain of 5 holders — while 15 added to existing stakes and 6 trimmed.
The largest buyer was Csenge Advisory Group, opening a new position worth an estimated $6.66M. The largest seller was Franklin Resources, exiting entirely with an estimated $25M sold.
- 36 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q2 2022, up from 31 in Q1 2022.
- Funds reported $68.1M of Franklin International Low Volatility High Dividend Index ETF stock for Q2 2022, down 3.7% quarter-over-quarter.
- 8 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q2 2022 and 3 closed out, a net change of +5 holders.
- The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q2 2022 was Csenge Advisory Group, an estimated $6.66M added.
- The largest Franklin International Low Volatility High Dividend Index ETF seller in Q2 2022 was Franklin Resources, an estimated $25M sold.
Based on aggregated 13F filings for Q2 2022.