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Franklin US Low Volatility High Dividend Index ETF
LVHD

90 hedge funds and large institutions have $279M invested in Franklin US Low Volatility High Dividend Index ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

8% more funds holding

Funds holding: 83 → 90 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.01% less ownership

Funds ownership: 54.28% → 52.26% (-2%)

12% less capital invested

Capital invested by funds: $315M → $279M (-$36.6M)

25% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 36

Holders
90
Holders Change
+7
Holders Change %
+8.43%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
27
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.31M
2
IAA
Independent Advisor Alliance
North Carolina
+$1.17M
3
GS
GTS Securities
New York
+$1.14M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$1.04M
5
TWP
Triad Wealth Partners
Kansas
+$622K

Top Sellers

Rank Fund Capital Flow
1
AFG
Albion Financial Group
Utah
-$12.1M
2
Morgan Stanley
Morgan Stanley
New York
-$2.69M
3
Goldman Sachs
Goldman Sachs
New York
-$2.22M
4
Bank of America
Bank of America
North Carolina
-$1.62M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$1.31M -$9.59K -239 -0.7%
CWM
27
Centurion Wealth Management
Virginia
$1.29M -$232K -5,790 -15%
Jane Street
28
Jane Street
New York
$1.26M +$1.31M +32,728 New
KAS
29
Kestra Advisory Services
Texas
$1.25M -$162K -4,035 -11%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.13M +$12.2K +303 +1%
IAA
31
Independent Advisor Alliance
North Carolina
$1.12M +$1.17M +29,282 New
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.12M -$593K -14,791 -34%
CI
33
CX Institutional
Indiana
$1.02M – – –
Baird Financial Group
34
Baird Financial Group
Wisconsin
$998K +$1.04M +26,016 New
Ameriprise
35
Ameriprise
Minnesota
$829K +$46.7K +1,165 +6%
IWC
36
Integrated Wealth Concepts
Massachusetts
$752K -$401 -10 -0.1%
MCCA
37
Mill Creek Capital Advisors
Pennsylvania
$747K -$293K -7,302 -27%
HI
38
Harbour Investments
Wisconsin
$670K +$322K +8,021 +85%
PCA
39
Pallas Capital Advisors
Massachusetts
$670K +$7.26K +181 +1%
Citigroup
40
Citigroup
New York
$638K -$461K -11,503 -41%
Mariner
41
Mariner
Kansas
$630K +$2.49K +62 +0.4%
Citadel Advisors
42
Citadel Advisors
Florida
$623K -$1.14M -28,386 -64%
LNWWM
43
Laird Norton Wetherby Wealth Management
California
$603K – – –
TWP
44
Triad Wealth Partners
Kansas
$595K +$622K +15,506 New
FHC
45
First Heartland Consultants
Missouri
$568K -$29.8K -744 -5%
AF
46
Apexium Financial
Texas
$541K – – –
MML Investors Services
47
MML Investors Services
Massachusetts
$511K -$185K -4,621 -26%
SI
48
Stephens Inc
Arkansas
$509K -$10K -250 -2%
AWS
49
Atria Wealth Solutions
New York
$487K +$17K +425 +3%
AWA
50
Arkadios Wealth Advisors
Georgia
$402K +$43K +1,073 +11%
1
2
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LVHD Hedge Fund Activity: Q4 2024 in Review

90 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q4 2024, worth a combined $279M — down 12% from $315M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new LVHD positions and 6 closed out — a net gain of 9 holders — while 27 added to existing stakes and 36 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.31M. The largest seller was Albion Financial Group, cutting an estimated $12.1M.

  • 90 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q4 2024, up from 83 in Q3 2024.
  • Funds reported $279M of Franklin US Low Volatility High Dividend Index ETF stock for Q4 2024, down 12% quarter-over-quarter.
  • 15 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q4 2024 and 6 closed out, a net change of +9 holders.
  • The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q4 2024 was Jane Street, an estimated $1.31M added.
  • The largest Franklin US Low Volatility High Dividend Index ETF seller in Q4 2024 was Albion Financial Group, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2024.