Franklin US Low Volatility High Dividend Index ETF
LVHD
116 hedge funds and large institutions have $301M invested in Franklin US Low Volatility High Dividend Index ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 6 closing their positions.
200% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 6
9% more capital invested
Capital invested by funds: $275M → $301M (+$25.1M)
8% more funds holding
Funds holding: 107 → 116 (+9)
8% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 37
0.93% more ownership
Funds ownership: 48.46% → 49.39% (+0.93%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$2.23M |
| 2 |
GS
GTS Securities
New York
|
+$1.94M |
| 3 |
Two Sigma Investments
New York
|
+$1.86M |
| 4 |
Goldman Sachs
New York
|
+$1.62M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFG Advisory
Atlanta,
Georgia
|
-$2.69M |
| 2 |
Morgan Stanley
New York
|
-$1.9M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$1.39M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.27M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$837K |
LVHD Hedge Fund Activity: Q1 2026 in Review
116 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Franklin US Low Volatility High Dividend Index ETF (LVHD) for Q1 2026, worth a combined $301M — up 9.1% from $275M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new LVHD positions and 6 closed out — a net gain of 12 holders — while 40 added to existing stakes and 37 trimmed.
The largest buyer was Citigroup, adding an estimated $2.23M. The largest seller was IFG Advisory, exiting entirely with an estimated $2.69M sold.
- 116 institutional investors held Franklin US Low Volatility High Dividend Index ETF (LVHD) as of Q1 2026, up from 107 in Q4 2025.
- Funds reported $301M of Franklin US Low Volatility High Dividend Index ETF stock for Q1 2026, up 9.1% quarter-over-quarter.
- 18 funds opened new Franklin US Low Volatility High Dividend Index ETF positions in Q1 2026 and 6 closed out, a net change of +12 holders.
- The largest Franklin US Low Volatility High Dividend Index ETF buyer in Q1 2026 was Citigroup, an estimated $2.23M added.
- The largest Franklin US Low Volatility High Dividend Index ETF seller in Q1 2026 was IFG Advisory, an estimated $2.69M sold.
Based on aggregated 13F filings for Q1 2026.