Franklin International Low Volatility High Dividend Index ETF
LVHI
122 hedge funds and large institutions have $535M invested in Franklin International Low Volatility High Dividend Index ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 31 reducing their positions, and 3 closing their positions.
533% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 3
94% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 31
35% more capital invested
Capital invested by funds: $396M → $535M (+$139M)
13% more funds holding
Funds holding: 108 → 122 (+14)
3.6% more ownership
Funds ownership: 60.45% → 64.05% (+3.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$21.9M |
| 2 |
IWS
Insight Wealth Strategies
San Ramon,
California
|
+$12.1M |
| 3 |
Morgan Stanley
New York
|
+$8.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$7.23M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$4.98M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.18M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.37M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.27M |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
-$702K |
LVHI Hedge Fund Activity: Q1 2024 in Review
122 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q1 2024, worth a combined $535M — up 35% from $396M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new LVHI positions and 3 closed out — a net gain of 16 holders — while 60 added to existing stakes and 31 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $21.9M. The largest seller was Atria Investments, cutting an estimated $4.98M.
- 122 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q1 2024, up from 108 in Q4 2023.
- Funds reported $535M of Franklin International Low Volatility High Dividend Index ETF stock for Q1 2024, up 35% quarter-over-quarter.
- 19 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q1 2024 and 3 closed out, a net change of +16 holders.
- The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $21.9M added.
- The largest Franklin International Low Volatility High Dividend Index ETF seller in Q1 2024 was Atria Investments, an estimated $4.98M sold.
Based on aggregated 13F filings for Q1 2024.