Franklin US Low Volatility High Dividend Index ETF
LVHD
99 hedge funds and large institutions have $274M invested in Franklin US Low Volatility High Dividend Index ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 5 closing their positions.
280% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 5
63% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 24
16% more funds holding
Funds holding: 85 → 99 (+14)
5% more capital invested
Capital invested by funds: $262M → $274M (+$12.2M)
0.57% more ownership
Funds ownership: 47.8% → 48.37% (+0.57%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$7.69M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$2.71M |
| 3 |
Goldman Sachs
New York
|
+$2.08M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.59M |
| 5 |
Morgan Stanley
New York
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$2.53M |
| 2 |
JP Morgan Chase
New York
|
-$878K |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$730K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$710K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$706K |
LVHD Hedge Fund Activity: Q2 2025 in Review
99 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q2 2025, worth a combined $274M — up 4.7% from $262M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new LVHD positions and 5 closed out — a net gain of 14 holders — while 39 added to existing stakes and 24 trimmed.
The largest buyer was Bank of America, adding an estimated $7.69M. The largest seller was Financial Engines Advisors, cutting an estimated $2.53M.
- 99 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q2 2025, up from 85 in Q1 2025.
- Funds reported $274M of Franklin US Low Volatility High Dividend Index ETF stock for Q2 2025, up 4.7% quarter-over-quarter.
- 19 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q2 2025 and 5 closed out, a net change of +14 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q2 2025 was Bank of America, an estimated $7.69M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q2 2025 was Financial Engines Advisors, an estimated $2.53M sold.
Based on aggregated 13F filings for Q2 2025.