Franklin International Low Volatility High Dividend Index ETF
LVHI
108 hedge funds and large institutions have $396M invested in Franklin International Low Volatility High Dividend Index ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
77% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 30
8% more funds holding
Funds holding: 100 → 108 (+8)
6% more capital invested
Capital invested by funds: $374M → $396M (+$21.9M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.15% less ownership
Funds ownership: 65.6% → 60.45% (-5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$11.2M |
| 2 |
Morgan Stanley
New York
|
+$9.3M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.63M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$2.81M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$15.2M |
| 2 |
Jane Street
New York
|
-$7.49M |
| 3 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$3.77M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$3.73M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$3.65M |
LVHI Hedge Fund Activity: Q4 2023 in Review
108 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q4 2023, worth a combined $396M — up 5.8% from $374M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new LVHI positions and 4 closed out — a net gain of 9 holders — while 53 added to existing stakes and 30 trimmed.
The largest buyer was LPL Financial, adding an estimated $11.2M. The largest seller was Csenge Advisory Group, cutting an estimated $15.2M.
- 108 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q4 2023, up from 100 in Q3 2023.
- Funds reported $396M of Franklin International Low Volatility High Dividend Index ETF stock for Q4 2023, up 5.8% quarter-over-quarter.
- 13 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q4 2023 and 4 closed out, a net change of +9 holders.
- The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q4 2023 was LPL Financial, an estimated $11.2M added.
- The largest Franklin International Low Volatility High Dividend Index ETF seller in Q4 2023 was Csenge Advisory Group, an estimated $15.2M sold.
Based on aggregated 13F filings for Q4 2023.