Franklin International Low Volatility High Dividend Index ETF
LVHI
47 hedge funds and large institutions have $97.3M invested in Franklin International Low Volatility High Dividend Index ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 4 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
525% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 4
43% more capital invested
Capital invested by funds: $68.1M → $97.3M (+$29.2M)
34.05% more ownership
Funds ownership: 66.08% → 100.13% (+34%)
31% more funds holding
Funds holding: 36 → 47 (+11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CMA
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
+$7.06M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.58M |
| 3 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$3.43M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.15M |
| 5 |
TC
Titleist Capital
San Antonio,
Texas
|
+$2.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$488K |
| 2 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
-$36K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$33K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$28.4K |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$14.1K |
LVHI Hedge Fund Activity: Q3 2022 in Review
47 of the 5,831 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q3 2022, worth a combined $97.3M — up 43% from $68.1M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new LVHI positions and 2 closed out — a net gain of 11 holders — while 25 added to existing stakes and 4 trimmed.
The largest buyer was Cedar Mountain Advisors, opening a new position worth an estimated $7.06M. The largest seller was Belpointe Asset Management, cutting an estimated $488K.
- 47 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q3 2022, up from 36 in Q2 2022.
- Funds reported $97.3M of Franklin International Low Volatility High Dividend Index ETF stock for Q3 2022, up 43% quarter-over-quarter.
- 13 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q3 2022 and 2 closed out, a net change of +11 holders.
- The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q3 2022 was Cedar Mountain Advisors, an estimated $7.06M added.
- The largest Franklin International Low Volatility High Dividend Index ETF seller in Q3 2022 was Belpointe Asset Management, an estimated $488K sold.
Based on aggregated 13F filings for Q3 2022.