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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.44M |
| 2 |
AC
Anson Capital
Tyrone,
Georgia
|
+$1.29M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$602K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$508K |
| 5 |
Morgan Stanley
New York
|
+$483K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$11.1M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.36M |
| 3 |
Goldman Sachs
New York
|
-$2.74M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.41M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
-$967K |
LVHD Hedge Fund Activity: Q4 2025 in Review
107 of the 8,267 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.