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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
PTC
76
Private Trust Company
Ohio
$96.1K -$52.9K -1,306 -35%
AAP
77
Arax Advisory Partners
Colorado
$92K -$101K -2,484 -52%
SFS
78
Sunrise Financial Services
Washington
$87.2K +$88.5K +2,186 New
Fidelity Investments
79
Fidelity Investments
Massachusetts
$67.1K -$4.33K -107 -6%
Comerica Bank
80
Comerica Bank
Texas
$58.4K +$20.2K +500 +52%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$51K -$8.34K -206 -14%
HC
82
Hurley Capital
New York
$50.1K
SPIA
83
Steward Partners Investment Advisory
New York
$49.9K
NS
84
NBC Securities
Alabama
$39.9K
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.1K
KFAS
86
Keating Financial Advisory Services
Kansas
$34.3K +$34.9K +861 New
NL
87
NVWM LLC
Pennsylvania
$27.4K -$608K -15,018 -96%
OSAM
88
O'Shaughnessy Asset Management
Connecticut
$27.3K
WA
89
Westfuller Advisors
New York
$27.2K +$243 +6 +0.9%
AFG
90
Albion Financial Group
Utah
$23K -$42.8K -1,058 -65%
Franklin Resources
91
Franklin Resources
California
$22.8K
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$19.2K
IAIM
93
International Assets Investment Management
Florida
$17.9K +$18.2K +450 New
RCM
94
Raleigh Capital Management
North Carolina
$13.7K +$13.9K +344 New
MCM
95
MAI Capital Management
Ohio
$12K
SC
96
Swan Capital
Florida
$10.9K
SS
97
Sunbelt Securities
Texas
$9.97K
UBS AM
98
UBS AM
Illinois
$8.49K +$8.63K +213 New
TCM
99
Triumph Capital Management
Colorado
$7.98K +$8.1K +200 New
PA
100
Parallel Advisors
California
$6.7K