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Franklin US Low Volatility High Dividend Index ETF

116 hedge funds and large institutions have $301M invested in Franklin US Low Volatility High Dividend Index ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

9% more capital invested

Capital invested by funds: $275M → $301M (+$25.1M)

8% more funds holding

Funds holding: 107116 (+9)

8% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 37

0.93% more ownership

Funds ownership: 48.46%49.39% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
116
Holders Change
+9
Holders Change %
+8.41%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
40
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JSL
26
JT Stratford LLC
Georgia
$2.07M -$17.4K -408 -0.8%
GS
27
GTS Securities
New York
$1.94M +$1.94M +45,649 New
Two Sigma Investments
28
Two Sigma Investments
New York
$1.86M +$1.86M +43,600 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.68M -$169K -3,977 -9%
XF
30
XML Financial
Maryland
$1.65M -$255K -6,003 -13%
Stifel Financial
31
Stifel Financial
Missouri
$1.64M -$74.8K -1,757 -4%
KAS
32
Kestra Advisory Services
Texas
$1.53M +$247K +5,806 +19%
AC
33
Anson Capital
Georgia
$1.51M +$159K +3,735 +12%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$1.51M +$397K +9,321 +36%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.44M -$30.1K -708 -2%
AWA
36
Arkadios Wealth Advisors
Georgia
$1.43M +$893K +20,981 +167%
JP Morgan Chase
37
JP Morgan Chase
New York
$1.29M -$42.2K -991 -3%
IAA
38
Independent Advisor Alliance
North Carolina
$1.23M +$1.23M +28,948 New
Ameriprise
39
Ameriprise
Minnesota
$1.14M +$93.2K +2,191 +9%
CI
40
CX Institutional
Indiana
$1.11M -$11K -259 -1%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.04M -$472K -11,102 -31%
SA
42
Sanctuary Advisors
Indiana
$1.02M +$50.5K +1,187 +5%
CWM
43
Centurion Wealth Management
Virginia
$1.01M -$664K -15,611 -40%
SEIA
44
Signature Estate & Investment Advisors
California
$911K +$911K +21,416 New
WCP
45
Wealthcare Capital Partners
Pennsylvania
$888K +$199K +4,665 +29%
FFA
46
Farther Finance Advisors
California
$878K +$4.38K +103 +0.5%
IWC
47
Integrated Wealth Concepts
Massachusetts
$849K +$19.3K +454 +2%
PCA
48
Pallas Capital Advisors
Massachusetts
$708K -$27.9K -655 -4%
PFS
49
Prospera Financial Services
Texas
$700K +$92.8K +2,181 +15%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$667K +$667K +15,666 New

LVHD Hedge Fund Activity: Q1 2026 in Review

116 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q1 2026, worth a combined $301M — up 9.1% from $275M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new LVHD positions and 6 closed out — a net gain of 12 holders — while 40 added to existing stakes and 37 trimmed.

The largest buyer was Citigroup, adding an estimated $2.23M. The largest seller was IFG Advisory, exiting entirely with an estimated $2.69M sold.

  • 116 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q1 2026, up from 107 in Q4 2025.
  • Funds reported $301M of Franklin US Low Volatility High Dividend Index ETF stock for Q1 2026, up 9.1% quarter-over-quarter.
  • 18 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q1 2026 and 6 closed out, a net change of +12 holders.
  • The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q1 2026 was Citigroup, an estimated $2.23M added.
  • The largest Franklin US Low Volatility High Dividend Index ETF seller in Q1 2026 was IFG Advisory, an estimated $2.69M sold.

Based on aggregated 13F filings for Q1 2026.