Franklin International Low Volatility High Dividend Index ETF
LVHI
76 hedge funds and large institutions have $265M invested in Franklin International Low Volatility High Dividend Index ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 15 reducing their positions, and 8 closing their positions.
175% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 8
127% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 15
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
46% more capital invested
Capital invested by funds: $181M → $265M (+$83.8M)
19% more funds holding
Funds holding: 64 → 76 (+12)
10.94% less ownership
Funds ownership: 84.06% → 73.12% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$16.5M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$9.9M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$7.76M |
| 4 |
Morgan Stanley
New York
|
+$7.22M |
| 5 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$6.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.21M |
| 2 |
Jane Street
New York
|
-$2.54M |
| 3 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$2.03M |
| 4 |
TVAMP
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
-$937K |
| 5 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
-$857K |
LVHI Hedge Fund Activity: Q1 2023 in Review
76 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q1 2023, worth a combined $265M — up 46% from $181M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new LVHI positions and 8 closed out — a net gain of 14 holders — while 34 added to existing stakes and 15 trimmed.
The largest buyer was Atria Investments, opening a new position worth an estimated $16.5M. The largest seller was Royal Bank of Canada, cutting an estimated $3.21M.
- 76 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q1 2023, up from 64 in Q4 2022.
- Funds reported $265M of Franklin International Low Volatility High Dividend Index ETF stock for Q1 2023, up 46% quarter-over-quarter.
- 22 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q1 2023 and 8 closed out, a net change of +14 holders.
- The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q1 2023 was Atria Investments, an estimated $16.5M added.
- The largest Franklin International Low Volatility High Dividend Index ETF seller in Q1 2023 was Royal Bank of Canada, an estimated $3.21M sold.
Based on aggregated 13F filings for Q1 2023.