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Franklin US Low Volatility High Dividend Index ETF

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: 103107 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$42M +$483K +11,919 +1%
Financial Engines Advisors
2
Financial Engines Advisors
California
$39.9M -$967K -23,882 -2%
LPL Financial
3
LPL Financial
California
$29.8M -$3.36M -82,917 -10%
Bank of America
4
Bank of America
North Carolina
$23.8M -$11.1M -275,177 -32%
UBS Group
5
UBS Group
Switzerland
$16.4M +$310K +7,653 +2%
Wells Fargo
6
Wells Fargo
California
$10.2M +$382K +9,433 +4%
Raymond James Financial
7
Raymond James Financial
Florida
$8.76M -$754K -18,616 -8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7.23M -$101K -2,500 -1%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$6.75M +$152K +3,748 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.58M -$328K -8,108 -5%
PAG
11
Private Advisor Group
New Jersey
$6.51M +$151K +3,736 +2%
SP
12
Sequent Planning
Nebraska
$6.49M +$348K +8,599 +6%
SIA
13
Sovereign Investment Advisors
Arizona
$6.11M +$52K +1,285 +0.9%
AF
14
Allworth Financial
California
$3.73M -$211K -5,219 -5%
HA
15
Heffernan Advisory
Arizona
$3.53M +$3.58M +88,457 New
Jones Financial Companies
16
Jones Financial Companies
Missouri
$3.33M +$602K +14,870 +22%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$2.98M -$880K -21,721 -23%
IA
18
IFG Advisory
Georgia
$2.69M +$141K +3,475 +5%
WAP
19
Wealthcare Advisory Partners
Pennsylvania
$2.54M -$69.7K -1,720 -3%
PWA
20
Perspective Wealth Advisors
Colorado
$2.47M +$2.51M +61,874 New
Goldman Sachs
21
Goldman Sachs
New York
$2.25M -$2.74M -67,602 -55%
JSL
22
JT Stratford LLC
Georgia
$1.96M -$60K -1,481 -3%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$1.88M +$68.3K +1,686 +4%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.87M -$1.41M -34,921 -43%
TWP
25
Triad Wealth Partners
Kansas
$1.87M +$410K +10,126 +28%