LVHD icon

Franklin US Low Volatility High Dividend Index ETF
LVHD

Overview Fund Activity

98 hedge funds and large institutions have $271M 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, 38 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+14
Holders Change %
+16.67%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
38
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$7.76M
2
Raymond James Financial
Raymond James Financial
Florida
+$2.73M
3
Goldman Sachs
Goldman Sachs
New York
+$2.09M
4
LPL Financial
LPL Financial
California
+$1.6M
5
Morgan Stanley
Morgan Stanley
New York
+$1.58M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$2.55M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.42M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$885K
4
IWC
Integrated Wealth Concepts
Massachusetts
-$730K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$716K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Centurion Wealth Management
Virginia
$1.5M +$150K +3,774 +11%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.43M +$317K +7,959 +28%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.43M +$308K +7,720 +27%
KAS
29
Kestra Advisory Services
Texas
$1.29M -$11.4K -286 -0.9%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$1.25M -$885K -22,201 -41%
GS
31
GTS Securities
New York
$1.1M +$1.1M +27,482 New
CI
32
CX Institutional
Indiana
$1.06M – – –
Osaic Holdings
33
Osaic Holdings
Arizona
$1.06M -$1.42M -36,979 -57%
TWP
34
Triad Wealth Partners
Kansas
$1.05M +$178K +4,461 +20%
FHC
35
First Heartland Consultants
Missouri
$763K +$172K +4,325 +29%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$758K -$712K -17,863 -48%
PCA
37
Pallas Capital Advisors
Massachusetts
$726K +$17K +426 +2%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$691K +$505K +12,687 +272%
Mariner
39
Mariner
Kansas
$685K +$28.6K +717 +4%
Citigroup
40
Citigroup
New York
$654K -$1.4K -35 -0.2%
LNWWM
41
Laird Norton Wetherby Wealth Management
California
$626K +$626K +15,708 New
NL
42
NVWM LLC
Pennsylvania
$600K +$600K +15,052 New
AF
43
Apexium Financial
Texas
$558K – – –
SI
44
Stephens Inc
Arkansas
$529K – – –
AWA
45
Arkadios Wealth Advisors
Georgia
$501K -$81K -2,033 -14%
AWS
46
Atria Wealth Solutions
New York
$497K +$399 +10 +0.1%
WA
47
WBH Advisory
Maryland
$479K +$479K +12,021 New
CIA
48
Concurrent Investment Advisors
Florida
$459K +$193K +4,836 +72%
NA
49
NewEdge Advisors
Louisiana
$413K +$375K +9,419 +989%
MML Investors Services
50
MML Investors Services
Massachusetts
$409K +$23.7K +596 +6%
1
2
3 4 5