Franklin International Low Volatility High Dividend Index ETF
LVHI
100 hedge funds and large institutions have $374M invested in Franklin International Low Volatility High Dividend Index ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 23 reducing their positions, and 5 closing their positions.
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
117% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 23
12% more funds holding
Funds holding: 89 → 100 (+11)
6% more capital invested
Capital invested by funds: $352M → $374M (+$22.5M)
5.13% less ownership
Funds ownership: 70.73% → 65.6% (-5.1%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$11.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.5M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$6.27M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$5.53M |
| 5 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$4.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$15.1M |
| 2 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$10.1M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.63M |
| 4 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$4.28M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.73M |
LVHI Hedge Fund Activity: Q3 2023 in Review
100 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q3 2023, worth a combined $374M — up 6.4% from $352M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new LVHI positions and 5 closed out — a net gain of 13 holders — while 50 added to existing stakes and 23 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $11.8M. The largest seller was Jane Street, cutting an estimated $15.1M.
- 100 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q3 2023, up from 89 in Q2 2023.
- Funds reported $374M of Franklin International Low Volatility High Dividend Index ETF stock for Q3 2023, up 6.4% quarter-over-quarter.
- 18 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q3 2023 and 5 closed out, a net change of +13 holders.
- The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q3 2023 was HighTower Advisors, an estimated $11.8M added.
- The largest Franklin International Low Volatility High Dividend Index ETF seller in Q3 2023 was Jane Street, an estimated $15.1M sold.
Based on aggregated 13F filings for Q3 2023.