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Franklin US Low Volatility High Dividend Index ETF
LVHD

103 hedge funds and large institutions have $298M invested in Franklin US Low Volatility High Dividend Index ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

41% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 29

9% more capital invested

Capital invested by funds: $274M → $298M (+$24.1M)

4% more funds holding

Funds holding: 99 → 103 (+4)

1.09% more ownership

Funds ownership: 48.37% → 49.46% (+1.1%)

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
41
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$8.18M
2
SP
Sequent Planning
Nebraska
+$6.28M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.8M
4
Goldman Sachs
Goldman Sachs
New York
+$2.91M
5
LPL Financial
LPL Financial
California
+$1.52M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.85M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$1.43M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.29M
4
Ameriprise
Ameriprise
Minnesota
-$873K
5
GS
GTS Securities
New York
-$772K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
51
Farther Finance Advisors
California
$450K +$433K +10,627 +4,010%
NA
52
NewEdge Advisors
Louisiana
$427K -$1.26K -31 -0.3%
MML Investors Services
53
MML Investors Services
Massachusetts
$427K +$2.73K +67 +0.7%
SF
54
Synovus Financial
Georgia
$386K – – –
SC
55
Sykon Capital
New York
$367K +$4.61K +113 +1%
CIA
56
Concurrent Investment Advisors
Florida
$359K -$115K -2,829 -25%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$354K +$127K +3,109 +57%
GS
58
GTS Securities
New York
$353K -$772K -18,940 -69%
MCCA
59
Mill Creek Capital Advisors
Pennsylvania
$336K +$2.69K +66 +0.8%
LWM
60
LongView Wealth Management
Georgia
$329K +$113K +2,769 +53%
HF
61
HRT Financial
New York
$316K +$312K +7,661 New
SC
62
Sepio Capital
Utah
$313K – – –
TWC
63
TD Waterhouse Canada
Ontario, Canada
$294K – – –
VA
64
VestGen Advisors
Illinois
$288K -$408 -10 -0.1%
AI
65
Atria Investments
North Carolina
$276K +$10.8K +266 +4%
SWP
66
Stratos Wealth Partners
Ohio
$270K – – –
AAP
67
Arax Advisory Partners
Colorado
$253K +$103K +2,522 +111%
IFPG
68
Intrepid Financial Planning Group
Indiana
$250K -$10.6K -261 -4%
P
69
&Partners
Tennessee
$229K +$226K +5,537 New
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$226K +$223K +5,461 New
ASN
71
Advisory Services Network
Georgia
$223K +$163 +4 +0.1%
IRC
72
Investors Research Corp
Georgia
$202K +$7.05K +173 +4%
Optiver Holding
73
Optiver Holding
Netherlands
$185K +$182K +4,467 New
AWM
74
AE Wealth Management
Kansas
$169K +$167K +4,092 New
AAS
75
Ameritas Advisory Services
Nebraska
$157K -$1.75K -43 -1%
1 2
3
4 5

LVHD Hedge Fund Activity: Q3 2025 in Review

103 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q3 2025, worth a combined $298M — up 8.8% from $274M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new LVHD positions and 7 closed out — a net gain of 8 holders — while 41 added to existing stakes and 29 trimmed.

The largest buyer was Bank of America, adding an estimated $8.18M. The largest seller was Morgan Stanley, cutting an estimated $1.85M.

  • 103 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q3 2025, up from 99 in Q2 2025.
  • Funds reported $298M of Franklin US Low Volatility High Dividend Index ETF stock for Q3 2025, up 8.8% quarter-over-quarter.
  • 15 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q3 2025 and 7 closed out, a net change of +8 holders.
  • The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q3 2025 was Bank of America, an estimated $8.18M added.
  • The largest Franklin US Low Volatility High Dividend Index ETF seller in Q3 2025 was Morgan Stanley, an estimated $1.85M sold.

Based on aggregated 13F filings for Q3 2025.