Franklin International Low Volatility High Dividend Index ETF
LVHI
134 hedge funds and large institutions have $620M invested in Franklin International Low Volatility High Dividend Index ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 27 reducing their positions, and 11 closing their positions.
156% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 27
136% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 11
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
16% more capital invested
Capital invested by funds: $535M → $620M (+$85M)
10% more funds holding
Funds holding: 122 → 134 (+12)
3.5% less ownership
Funds ownership: 64.05% → 60.55% (-3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$18.6M |
| 2 |
Morgan Stanley
New York
|
+$18M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$13.1M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$8.04M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$7.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$8.41M |
| 2 |
MAV
Mason & Associates (Virginia)
Newport News,
Virginia
|
-$2.85M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.24M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.02M |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$1.87M |
LVHI Hedge Fund Activity: Q2 2024 in Review
134 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q2 2024, worth a combined $620M — up 16% from $535M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new LVHI positions and 11 closed out — a net gain of 15 holders — while 69 added to existing stakes and 27 trimmed.
The largest buyer was LPL Financial, adding an estimated $18.6M. The largest seller was Bank of America, cutting an estimated $8.41M.
- 134 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q2 2024, up from 122 in Q1 2024.
- Funds reported $620M of Franklin International Low Volatility High Dividend Index ETF stock for Q2 2024, up 16% quarter-over-quarter.
- 26 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q2 2024 and 11 closed out, a net change of +15 holders.
- The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q2 2024 was LPL Financial, an estimated $18.6M added.
- The largest Franklin International Low Volatility High Dividend Index ETF seller in Q2 2024 was Bank of America, an estimated $8.41M sold.
Based on aggregated 13F filings for Q2 2024.