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Franklin US Low Volatility High Dividend Index ETF
LVHD

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: 103 → 107 (+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
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.44M
2
AC
Anson Capital
Georgia
+$1.29M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$602K
4
UCFA
United Capital Financial Advisors
Texas
+$508K
5
Morgan Stanley
Morgan Stanley
New York
+$483K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$11.1M
2
LPL Financial
LPL Financial
California
-$3.36M
3
Goldman Sachs
Goldman Sachs
New York
-$2.74M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.41M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$967K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
101
EverSource Wealth Advisors
Alabama
$6.58K – – –
TSMHT
102
Thurston Springer Miller Herd & Titak
Indiana
$6K +$6.07K +150 New
DF
103
Dunhill Financial
United Kingdom
$4.34K +$243 +6 +6%
FFA
104
Founders Financial Alliance
North Carolina
$3.31K +$3.36K +83 New
GRP
105
Global Retirement Partners
California
$2.39K -$120K -2,959 -98%
Russell Investments Group
106
Russell Investments Group
United Kingdom
$558 +$567 +14 New
TFA
107
Transamerica Financial Advisors
Florida
$96 -$40 -1 -33%
NI
108
Natural Investments
California
– -$852K -10,222 Closed
GS
109
GTS Securities
New York
– -$353K -8,542 Closed
HF
110
HRT Financial
New York
– -$316K -7,661 Closed
VA
111
VestGen Advisors
Illinois
– -$288K -6,959 Closed
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
– -$226K -5,461 Closed
Optiver Holding
113
Optiver Holding
Netherlands
– -$185K -4,467 Closed
AAS
114
Ameritas Advisory Services
Nebraska
– -$157K -3,787 Closed
PS
115
Principal Securities
Iowa
– -$105K -2,541 Closed
NC
116
North Capital
Utah
– -$62.6K -1,515 Closed
SWP
117
Strategic Wealth Partners
Ohio
– -$46.4K -1,122 Closed
WANY
118
Wealthspire Advisors (New York)
New York
– -$16.4K -396 Closed
ATC
119
Advantage Trust Company
Kansas
– -$15.8K -383 Closed
1 2 3 4
5

LVHD Hedge Fund Activity: Q4 2025 in Review

107 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q4 2025, worth a combined $275M — down 7.5% from $298M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new LVHD positions and 12 closed out — a net gain of 7 holders — while 37 added to existing stakes and 34 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.44M. The largest seller was Bank of America, cutting an estimated $11.1M.

  • 107 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q4 2025, up from 103 in Q3 2025.
  • Funds reported $275M of Franklin US Low Volatility High Dividend Index ETF stock for Q4 2025, down 7.5% quarter-over-quarter.
  • 19 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q4 2025 and 12 closed out, a net change of +7 holders.
  • The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q4 2025 was Susquehanna International Group, an estimated $1.44M added.
  • The largest Franklin US Low Volatility High Dividend Index ETF seller in Q4 2025 was Bank of America, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2025.