LVHD icon

Franklin US Low Volatility High Dividend Index ETF
LVHD

Overview Fund Activity

110 hedge funds and large institutions have $626M invested in Franklin US Low Volatility High Dividend Index ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
39
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$130M
2
LPL Financial
2
LPL Financial
California
$43.2M
3
AI
3
Atria Investments
North Carolina
$1.68M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.31M
5
FAIM
5
Financial Advocates Investment Management
Washington
$6.19M

Top Sellers

1
MCCA
1
Mill Creek Capital Advisors
Pennsylvania
$68.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$53.2M
3
XF
3
XML Financial
Maryland
$1.44M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.57M
5
Bank of America
5
Bank of America
North Carolina
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
51
Integrated Wealth Concepts
Massachusetts
$759K +$8.23K +243 +1%
KAS
52
Kestra Advisory Services
Texas
$747K +$88.5K +2,612 +13%
Millennium Management
53
Millennium Management
New York
$741K +$741K +21,860 New
GFG
54
Goldstone Financial Group
Illinois
$727K +$239K +7,064 +49%
SIM
55
Stratos Investment Management
Ohio
$705K +$363K +10,711 +106%
AF
56
Apexium Financial
Texas
$684K -$21K -621 -3%
AWS
57
Atria Wealth Solutions
New York
$633K -$188K -5,546 -23%
FHC
58
First Heartland Consultants
Missouri
$598K +$61.8K +1,825 +12%
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$598K +$440 +13 +0.1%
TGAM
60
TBH Global Asset Management
Tennessee
$572K -$17.3K -511 -3%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$535K +$535K +15,783 New
LNWWM
62
Laird Norton Wetherby Wealth Management
California
$532K – – –
HFM
63
Hartford Financial Management
Connecticut
$506K – – –
PCA
64
Pallas Capital Advisors
Massachusetts
$495K +$41.7K +1,264 +9%
SI
65
Stephens Inc
Arkansas
$471K +$25.1K +740 +6%
EH
66
Equitable Holdings
New York
$436K -$51.3K -1,513 -11%
Mariner
67
Mariner
Kansas
$436K -$298K -8,791 -41%
Betterment LLC
68
Betterment LLC
New York
$370K +$5.15K +152 +1%
SF
69
Synovus Financial
Georgia
$356K – – –
AWA
70
Arkadios Wealth Advisors
Georgia
$307K +$1.56K +46 +0.5%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$307K +$266K +7,856 +646%
GLA
72
Good Life Advisors
Pennsylvania
$292K -$15.5K -458 -5%
JPMPWA
73
J.P. Morgan Private Wealth Advisors
California
$290K -$17.3K -511 -6%
IWM
74
IHT Wealth Management
Illinois
$272K – – –
NP
75
Nilsine Partners
Colorado
$265K +$265K +7,807 New
1 2
3
4 5