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Franklin US Low Volatility High Dividend Index ETF

107 hedge funds and large institutions have $275M invested in Franklin US Low Volatility High Dividend Index ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

4% more funds holding

Funds holding: 103107 (+4)

9% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 34

1% less ownership

Funds ownership: 49.46%48.46% (-1%)

8% less capital invested

Capital invested by funds: $298M → $275M (-$22.5M)

Holders
107
Holders Change
+4
Holders Change %
+3.88%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
37
Reduced
34
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
XF
26
XML Financial
Maryland
$1.79M +$121K +2,998 +7%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.74M -$111K -2,741 -6%
Stifel Financial
28
Stifel Financial
Missouri
$1.61M +$11.8K +292 +0.7%
CWM
29
Centurion Wealth Management
Virginia
$1.57M +$55.5K +1,371 +4%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.42M +$1.44M +35,612 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.38M -$139K -3,421 -9%
AC
32
Anson Capital
Georgia
$1.27M +$1.29M +31,795 New
JP Morgan Chase
33
JP Morgan Chase
New York
$1.25M +$63.3K +1,562 +5%
KAS
34
Kestra Advisory Services
Texas
$1.2M +$32.1K +792 +3%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.13M -$9.07K -224 -0.8%
CI
36
CX Institutional
Indiana
$1.05M -$15.1K -373 -1%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$1.04M +$326K +8,045 +44%
Ameriprise
38
Ameriprise
Minnesota
$972K -$61.4K -1,516 -6%
SA
39
Sanctuary Advisors
Indiana
$908K +$81K +2,001 +10%
FFA
40
Farther Finance Advisors
California
$820K +$392K +9,668 +89%
IWC
41
Integrated Wealth Concepts
Massachusetts
$777K -$1.38K -34 -0.2%
Mariner
42
Mariner
Kansas
$692K +$39K +964 +6%
PCA
43
Pallas Capital Advisors
Massachusetts
$689K -$50.9K -1,256 -7%
WCP
44
Wealthcare Capital Partners
Pennsylvania
$646K +$189K +4,661 +40%
Citigroup
45
Citigroup
New York
$642K -$13.6K -336 -2%
FHC
46
First Heartland Consultants
Missouri
$578K +$8.02K +198 +1%
PFS
47
Prospera Financial Services
Texas
$569K -$7.29K -180 -1%
SI
48
Stephens Inc
Arkansas
$557K +$7.09K +175 +1%
AWA
49
Arkadios Wealth Advisors
Georgia
$502K +$3.97K +98 +0.8%
UCFA
50
United Capital Financial Advisors
Texas
$500K +$508K +12,549 New