We are live on ! Find out more
LVHD icon

Franklin US Low Volatility High Dividend Index ETF

116 hedge funds and large institutions have $301M invested in Franklin US Low Volatility High Dividend Index ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

9% more capital invested

Capital invested by funds: $275M → $301M (+$25.1M)

8% more funds holding

Funds holding: 107116 (+9)

8% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 37

0.93% more ownership

Funds ownership: 48.46%49.39% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
116
Holders Change
+9
Holders Change %
+8.41%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
40
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
AE Wealth Management
Kansas
$14K -$149K -3,512 -91%
MCM
102
MAI Capital Management
Ohio
$12.8K
SC
103
Swan Capital
Florida
$11.7K
EWM
104
Evermay Wealth Management
Virginia
$10.8K +$10.8K +253 New
SS
105
Sunbelt Securities
Texas
$10.6K
UBS AM
106
UBS AM
Illinois
$9.06K
TCM
107
Triumph Capital Management
Colorado
$8.51K
BlackRock
108
BlackRock
New York
$8.51K +$8.51K +200 New
PA
109
Parallel Advisors
California
$7.15K
EWA
110
EverSource Wealth Advisors
Alabama
$7.02K
TSMHT
111
Thurston Springer Miller Herd & Titak
Indiana
$6.48K +$85 +2 +1%
DF
112
Dunhill Financial
United Kingdom
$4.68K +$43 +1 +0.9%
VAI
113
Vanguard Advisers Inc
Pennsylvania
$3.08K +$3.06K +72 New
Russell Investments Group
114
Russell Investments Group
United Kingdom
$1.11K +$511 +12 +86%
IA
115
IFP Advisors
Florida
$681 +$681 +16 New
TFA
116
Transamerica Financial Advisors
Florida
$102
IA
117
IFG Advisory
Georgia
-$2.69M -67,441 Closed
Citadel Advisors
118
Citadel Advisors
Florida
-$466K -11,687 Closed
FHA
119
Flagship Harbor Advisors
Massachusetts
-$157K -3,936 Closed
Franklin Resources
120
Franklin Resources
California
-$22.8K -571 Closed
RCM
121
Raleigh Capital Management
North Carolina
-$13.7K -344 Closed
FFA
122
Founders Financial Alliance
North Carolina
-$3.31K -83 Closed