Franklin International Low Volatility High Dividend Index ETF
LVHI
167 hedge funds and large institutions have $920M invested in Franklin International Low Volatility High Dividend Index ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 15 closing their positions.
147% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 15
81% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 43
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
11% more funds holding
Funds holding: 150 → 167 (+17)
10% more capital invested
Capital invested by funds: $838M → $920M (+$82.1M)
0.26% less ownership
Funds ownership: 63.12% → 62.86% (-0.26%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $76K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$29.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.43M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$6.26M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$6M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.9M |
| 2 |
Jane Street
New York
|
-$9.01M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$4.31M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.51M |
| 5 |
JP Morgan Chase
New York
|
-$3M |
LVHI Hedge Fund Activity: Q4 2024 in Review
167 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q4 2024, worth a combined $920M — up 9.8% from $838M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new LVHI positions and 15 closed out — a net gain of 22 holders — while 78 added to existing stakes and 43 trimmed.
The largest buyer was LPL Financial, adding an estimated $29.4M. The largest seller was Envestnet Asset Management, cutting an estimated $11.9M.
- 167 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q4 2024, up from 150 in Q3 2024.
- Funds reported $920M of Franklin International Low Volatility High Dividend Index ETF stock for Q4 2024, up 9.8% quarter-over-quarter.
- 37 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q4 2024 and 15 closed out, a net change of +22 holders.
- The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q4 2024 was LPL Financial, an estimated $29.4M added.
- The largest Franklin International Low Volatility High Dividend Index ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $11.9M sold.
Based on aggregated 13F filings for Q4 2024.