Franklin International Low Volatility High Dividend Index ETF
LVHI
64 hedge funds and large institutions have $181M invested in Franklin International Low Volatility High Dividend Index ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 5 reducing their positions, and 3 closing their positions.
633% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 3
580% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 5
86% more capital invested
Capital invested by funds: $97.3M → $181M (+$83.9M)
36% more funds holding
Funds holding: 47 → 64 (+17)
15.6% more ownership
Funds ownership: 68.45% → 84.06% (+16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$14.8M |
| 2 |
Morgan Stanley
New York
|
+$12.1M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.59M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.19M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.98M |
| 2 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$431K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$117K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$83.8K |
| 5 |
EW
Evoke Wealth
Los Angeles,
California
|
-$43K |
LVHI Hedge Fund Activity: Q4 2022 in Review
64 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q4 2022, worth a combined $181M — up 86% from $97.3M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new LVHI positions and 3 closed out — a net gain of 19 holders — while 34 added to existing stakes and 5 trimmed.
The largest buyer was Bank of America, adding an estimated $14.8M. The largest seller was UBS Group, cutting an estimated $1.98M.
- 64 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q4 2022, up from 47 in Q3 2022.
- Funds reported $181M of Franklin International Low Volatility High Dividend Index ETF stock for Q4 2022, up 86% quarter-over-quarter.
- 22 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q4 2022 and 3 closed out, a net change of +19 holders.
- The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q4 2022 was Bank of America, an estimated $14.8M added.
- The largest Franklin International Low Volatility High Dividend Index ETF seller in Q4 2022 was UBS Group, an estimated $1.98M sold.
Based on aggregated 13F filings for Q4 2022.