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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
WA
51
WBH Advisory
Maryland
$479K
Citadel Advisors
52
Citadel Advisors
Florida
$466K -$555K -13,703 -54%
ACA
53
Alpha Capital Advisors
Maine
$458K +$456K +11,253 New
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$436K +$96.1K +2,372 +28%
SC
55
Sykon Capital
New York
$425K +$71.4K +1,762 +20%
NA
56
NewEdge Advisors
Louisiana
$423K +$10.4K +257 +2%
MML Investors Services
57
MML Investors Services
Massachusetts
$408K -$4.29K -106 -1%
PFPG
58
Pinnacle Financial Partners (Georgia)
Georgia
$372K +$378K +9,338 New
LWM
59
LongView Wealth Management
Georgia
$356K +$33.2K +821 +10%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$352K +$356K +8,797 New
P
61
&Partners
Tennessee
$330K +$111K +2,732 +49%
AI
62
Atria Investments
North Carolina
$328K +$62.7K +1,548 +23%
CIA
63
Concurrent Investment Advisors
Florida
$314K -$33.1K -818 -9%
SC
64
Sepio Capital
Utah
$302K
TWC
65
TD Waterhouse Canada
Ontario, Canada
$297K +$13.1K +324 +5%
MCCA
66
Mill Creek Capital Advisors
Pennsylvania
$277K -$47.6K -1,175 -14%
SWP
67
Stratos Wealth Partners
Ohio
$260K
IFPG
68
Intrepid Financial Planning Group
Indiana
$241K
WIA
69
World Investment Advisors
California
$240K +$243K +6,012 New
ASN
70
Advisory Services Network
Georgia
$216K +$162 +4 +0.1%
IRC
71
Investors Research Corp
Georgia
$197K +$2.39K +59 +1%
FHA
72
Flagship Harbor Advisors
Massachusetts
$157K +$159K +3,936 New
AWM
73
AE Wealth Management
Kansas
$153K -$10.1K -250 -6%
HI
74
Harbour Investments
Wisconsin
$138K +$486 +12 +0.3%
KFI
75
Key Financial Inc
Pennsylvania
$104K