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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$8.18M |
| 2 |
SP
Sequent Planning
Omaha,
Nebraska
|
+$6.28M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.8M |
| 4 |
Goldman Sachs
New York
|
+$2.91M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.85M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$1.43M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.29M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$873K |
| 5 |
GS
GTS Securities
New York
|
-$772K |
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.