Franklin US Low Volatility High Dividend Index ETF
LVHD
122 hedge funds and large institutions have $293M invested in Franklin US Low Volatility High Dividend Index ETF in 2026 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
55% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 31
5% more funds holding
Funds holding: 116 → 122 (+6)
0.84% less ownership
Funds ownership: 49.39% → 48.55% (-0.84%)
3% less capital invested
Capital invested by funds: $301M → $293M (-$7.76M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$4.56M |
| 2 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$3.22M |
| 3 |
Citigroup
New York
|
+$1.7M |
| 4 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$1.37M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$25.2M |
| 2 |
GS
GTS Securities
Miami,
Florida
|
-$1.94M |
| 3 |
Two Sigma Investments
New York
|
-$1.86M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.23M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.12M |
LVHD Hedge Fund Activity: Q2 2026 in Review
122 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q2 2026, worth a combined $293M — down 2.6% from $301M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new LVHD positions and 9 closed out — a net gain of 9 holders — while 48 added to existing stakes and 31 trimmed.
The largest buyer was Tidal Investments, opening a new position worth an estimated $4.56M. The largest seller was Financial Engines Advisors, cutting an estimated $25.2M.
- 122 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q2 2026, up from 116 in Q1 2026.
- Funds reported $293M of Franklin US Low Volatility High Dividend Index ETF stock for Q2 2026, down 2.6% quarter-over-quarter.
- 18 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q2 2026 and 9 closed out, a net change of +9 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q2 2026 was Tidal Investments, an estimated $4.56M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q2 2026 was Financial Engines Advisors, an estimated $25.2M sold.
Based on aggregated 13F filings for Q2 2026.