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Franklin US Low Volatility High Dividend Index ETF
LVHD

83 hedge funds and large institutions have $315M invested in Franklin US Low Volatility High Dividend Index ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $323M → $315M (-$7.99M)

1.99% less ownership

Funds ownership: 56.26% → 54.28% (-2%)

6% less funds holding

Funds holding: 88 → 83 (-5)

27% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 37

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
83
Holders Change
-5
Holders Change %
-5.68%
% 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
5
Increased
27
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$4.77M
2
Goldman Sachs
Goldman Sachs
New York
+$925K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$765K
4
Citadel Advisors
Citadel Advisors
Florida
+$690K
5
AAS
Avantax Advisory Services
Texas
+$340K

Top Sellers

Rank Fund Capital Flow
1
AFG
Albion Financial Group
Utah
-$30.1M
2
LPL Financial
LPL Financial
California
-$10.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.21M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.15M
5
Bank of America
Bank of America
North Carolina
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
SF
51
Synovus Financial
Georgia
$380K -$45.5K -1,179 -11%
MIFH
52
Migdal Insurance & Financial Holdings
Israel
$340K +$176K +4,554 +120%
SWM
53
Spire Wealth Management
Virginia
$296K +$6.95K +180 +3%
IFPG
54
Intrepid Financial Planning Group
Indiana
$283K -$10.8K -280 -4%
GLA
55
Good Life Advisors
Pennsylvania
$256K -$1.31K -34 -0.5%
SWP
56
Stratos Wealth Partners
Ohio
$248K – – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$242K -$464 -12 -0.2%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$222K +$212K +5,484 New
HF
59
HRT Financial
New York
$218K +$207K +5,365 New
ASN
60
Advisory Services Network
Georgia
$216K – – –
EH
61
Equitable Holdings
New York
$202K +$192K +4,962 New
IRC
62
Investors Research Corp
Georgia
$180K +$7.34K +190 +4%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$160K +$37.6K +973 +33%
GRP
64
Global Retirement Partners
California
$123K – – –
SPIA
65
Steward Partners Investment Advisory
New York
$112K -$7.73K -200 -7%
PS
66
Principal Securities
Iowa
$104K -$1.08K -28 -1%
AAP
67
Arax Advisory Partners
Colorado
$90K +$811 +21 +1%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$79.9K +$20.3K +525 +37%
Comerica Bank
69
Comerica Bank
Texas
$65.5K – – –
TRCT
70
Tower Research Capital (TRC)
New York
$65.1K -$46.4K -1,201 -43%
PTC
71
Private Trust Company
Ohio
$51.1K +$48.5K +1,256 New
AF
72
Advisornet Financial
Minnesota
$38.4K – – –
NA
73
NewEdge Advisors
Louisiana
$28.1K -$19.5K -506 -42%
CA
74
Continuum Advisory
Idaho
$21.6K -$3.86K -100 -16%
FDCDDQ
75
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.1K – – –
1 2
3
4

LVHD Hedge Fund Activity: Q3 2024 in Review

83 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q3 2024, worth a combined $315M — down 2.5% from $323M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of LVHD and 5 opened new positions — a net loss of 5 holders — while 37 trimmed existing stakes and 27 added.

The largest buyer was International Assets Investment Management, adding an estimated $4.77M. The largest seller was Albion Financial Group, cutting an estimated $30.1M.

  • 83 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q3 2024, down from 88 in Q2 2024.
  • Funds reported $315M of Franklin US Low Volatility High Dividend Index ETF stock for Q3 2024, down 2.5% quarter-over-quarter.
  • 5 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q3 2024 and 10 closed out, a net change of -5 holders.
  • The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $4.77M added.
  • The largest Franklin US Low Volatility High Dividend Index ETF seller in Q3 2024 was Albion Financial Group, an estimated $30.1M sold.

Based on aggregated 13F filings for Q3 2024.