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Franklin US Low Volatility High Dividend Index ETF

112 hedge funds and large institutions have $641M invested in Franklin US Low Volatility High Dividend Index ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

4.82% more ownership

Funds ownership: 68.31%73.13% (+4.8%)

2% more funds holding

Funds holding: 110112 (+2)

2% more capital invested

Capital invested by funds: $626M → $641M (+$14.9M)

31% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 49

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
15
Increased
34
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Allworth Financial
California
$134M -$5.77M -167,221 -4%
Morgan Stanley
2
Morgan Stanley
New York
$94.9M +$36M +1,042,169 +66%
AFG
3
Albion Financial Group
Utah
$67.5M -$2.63M -76,288 -4%
MCCA
4
Mill Creek Capital Advisors
Pennsylvania
$54.4M -$17.8M -515,840 -26%
LPL Financial
5
LPL Financial
California
$44.3M -$1.88M -54,392 -4%
Financial Engines Advisors
6
Financial Engines Advisors
California
$43.4M -$165K -4,774 -0.4%
Bank of America
7
Bank of America
North Carolina
$21.6M -$1.44M -41,632 -7%
Wells Fargo
8
Wells Fargo
California
$18.1M +$445K +12,904 +3%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$17.4M -$917K -26,586 -5%
UBS Group
10
UBS Group
Switzerland
$12.7M -$1.1M -31,905 -8%
AAS
11
Avantax Advisory Services
Texas
$8.16M +$60.5K +1,755 +0.8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.6M -$1.09M -31,620 -13%
FAIM
13
Financial Advocates Investment Management
Washington
$6.4M -$209K -6,052 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$6.18M -$899K -26,053 -13%
PAG
15
Private Advisor Group
New Jersey
$6.03M +$134K +3,882 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$5.26M -$3.46M -100,226 -41%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.25M +$328K +9,519 +7%
SIA
18
Sovereign Investment Advisors
Arizona
$5.14M +$55.1K +1,597 +1%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$5.08M +$32K +927 +0.7%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.32M -$2.34M -67,835 -36%
Ameriprise
21
Ameriprise
Minnesota
$4.25M -$1.5M -43,501 -27%
CA
22
Cetera Advisors
Colorado
$4.22M +$8.11K +235 +0.2%
AT
23
Arden Trust
Delaware
$4.11M +$77.5K +2,246 +2%
JP Morgan Chase
24
JP Morgan Chase
New York
$3.99M -$1.3M -37,714 -26%
RJA
25
Raymond James & Associates
Florida
$3.76M -$388K -11,256 -10%