Franklin International Low Volatility High Dividend Index ETF
LVHI
89 hedge funds and large institutions have $352M invested in Franklin International Low Volatility High Dividend Index ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 16 reducing their positions, and 4 closing their positions.
325% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 4
225% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 16
33% more capital invested
Capital invested by funds: $265M → $352M (+$87M)
17% more funds holding
Funds holding: 76 → 89 (+13)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.39% less ownership
Funds ownership: 73.12% → 70.73% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$25.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$18M |
| 3 |
LPL Financial
San Diego,
California
|
+$16.8M |
| 4 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$5.49M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$5.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$8.26M |
| 2 |
T
TCWP
Beachwood,
Ohio
|
-$6.44M |
| 3 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$1.96M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.82M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$623K |
LVHI Hedge Fund Activity: Q2 2023 in Review
89 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q2 2023, worth a combined $352M — up 33% from $265M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new LVHI positions and 4 closed out — a net gain of 13 holders — while 52 added to existing stakes and 16 trimmed.
The largest buyer was Jane Street, adding an estimated $25.2M. The largest seller was Atria Investments, cutting an estimated $8.26M.
- 89 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q2 2023, up from 76 in Q1 2023.
- Funds reported $352M of Franklin International Low Volatility High Dividend Index ETF stock for Q2 2023, up 33% quarter-over-quarter.
- 17 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q2 2023 and 4 closed out, a net change of +13 holders.
- The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q2 2023 was Jane Street, an estimated $25.2M added.
- The largest Franklin International Low Volatility High Dividend Index ETF seller in Q2 2023 was Atria Investments, an estimated $8.26M sold.
Based on aggregated 13F filings for Q2 2023.