Franklin US Low Volatility High Dividend Index ETF
LVHD
85 hedge funds and large institutions have $262M invested in Franklin US Low Volatility High Dividend Index ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 28 reducing their positions, and 12 closing their positions.
4% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 28
4.46% less ownership
Funds ownership: 52.26% → 47.8% (-4.5%)
6% less funds holding
Funds holding: 90 → 85 (-5)
6% less capital invested
Capital invested by funds: $279M → $262M (-$17.2M)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.18M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.99M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.1M |
| 4 |
SWM
SFG Wealth Management
Towson,
Maryland
|
+$632K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$631K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFG
Albion Financial Group
Salt Lake City,
Utah
|
-$33M |
| 2 |
GS
GTS Securities
Miami,
Florida
|
-$1.47M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.33M |
| 4 |
Jane Street
New York
|
-$1.26M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.12M |
LVHD Hedge Fund Activity: Q1 2025 in Review
85 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q1 2025, worth a combined $262M — down 6.2% from $279M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of LVHD and 10 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 27 added.
The largest buyer was Morgan Stanley, adding an estimated $2.18M. The largest seller was Albion Financial Group, cutting an estimated $33M.
- 85 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q1 2025, down from 90 in Q4 2024.
- Funds reported $262M of Franklin US Low Volatility High Dividend Index ETF stock for Q1 2025, down 6.2% quarter-over-quarter.
- 10 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q1 2025 and 12 closed out, a net change of -2 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q1 2025 was Morgan Stanley, an estimated $2.18M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q1 2025 was Albion Financial Group, an estimated $33M sold.
Based on aggregated 13F filings for Q1 2025.