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Franklin US Low Volatility High Dividend Index ETF
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Overview Fund Activity

98 hedge funds and large institutions have $271M invested in Franklin US Low Volatility High Dividend Index ETF in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+14
Holders Change %
+16.67%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
38
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$7.76M
2
Raymond James Financial
Raymond James Financial
Florida
+$2.73M
3
Goldman Sachs
Goldman Sachs
New York
+$2.09M
4
LPL Financial
LPL Financial
California
+$1.6M
5
Morgan Stanley
Morgan Stanley
New York
+$1.58M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$2.55M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.42M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$885K
4
IWC
Integrated Wealth Concepts
Massachusetts
-$730K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$716K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$43.3M +$1.58M +39,700 +4%
Financial Engines Advisors
2
Financial Engines Advisors
California
$42.2M -$2.55M -63,941 -6%
LPL Financial
3
LPL Financial
California
$31.6M +$1.6M +40,190 +5%
Bank of America
4
Bank of America
North Carolina
$26.8M +$7.76M +194,612 +41%
UBS Group
5
UBS Group
Switzerland
$15.8M +$118K +2,959 +0.8%
Wells Fargo
6
Wells Fargo
California
$9.63M -$534K -13,388 -5%
Raymond James Financial
7
Raymond James Financial
Florida
$8.86M +$2.73M +68,513 +45%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.59M -$512K -12,845 -6%
AAS
9
Avantax Advisory Services
Texas
$7.89M -$20.4K -513 -0.3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.4M -$716K -17,951 -9%
PAG
11
Private Advisor Group
New Jersey
$6.36M +$185K +4,635 +3%
SIA
12
Sovereign Investment Advisors
Arizona
$5.96M +$272K +6,818 +5%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$4.11M +$937K +23,496 +30%
AF
14
Allworth Financial
California
$4.09M -$122K -3,064 -3%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$2.54M +$228K +5,711 +10%
IA
16
IFG Advisory
Georgia
$2.38M -$19.2K -482 -0.8%
Goldman Sachs
17
Goldman Sachs
New York
$2.09M +$2.09M +52,531 New
Jones Financial Companies
18
Jones Financial Companies
Missouri
$1.96M +$1.05M +26,393 +115%
JSL
19
JT Stratford LLC
Georgia
$1.92M +$114K +2,869 +6%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.9M -$189K -4,750 -9%
Ameriprise
21
Ameriprise
Minnesota
$1.89M +$1.06M +26,641 +129%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.82M -$275K -6,908 -13%
XF
23
XML Financial
Maryland
$1.68M +$56.8K +1,424 +3%
IW
24
IronOak Wealth
Texas
$1.63M +$1.63M +40,882 New
Stifel Financial
25
Stifel Financial
Missouri
$1.56M +$98.2K +2,463 +7%
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