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Franklin US Low Volatility High Dividend Index ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 107116 (+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: 11 (0)

Holders
116
Holders Change
+9
Holders Change %
+8.41%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
40
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$42.9M -$1.9M -44,589 -4%
Financial Engines Advisors
2
Financial Engines Advisors
California
$41.2M -$1.39M -32,748 -3%
LPL Financial
3
LPL Financial
California
$31.7M -$150K -3,527 -0.5%
Bank of America
4
Bank of America
North Carolina
$25.6M +$227K +5,341 +0.9%
UBS Group
5
UBS Group
Switzerland
$18M +$544K +12,771 +3%
Wells Fargo
6
Wells Fargo
California
$11M +$119K +2,794 +1%
Raymond James Financial
7
Raymond James Financial
Florida
$9.33M -$15.2K -356 -0.2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7.81M +$94.1K +2,211 +1%
SP
9
Sequent Planning
Nebraska
$7.24M +$311K +7,308 +4%
PAG
10
Private Advisor Group
New Jersey
$6.85M -$94.1K -2,211 -1%
SIA
11
Sovereign Investment Advisors
Arizona
$6.54M +$70.3K +1,651 +1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.19M -$837K -19,664 -12%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$5.93M -$1.27M -29,883 -18%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$4.19M +$655K +15,386 +18%
Goldman Sachs
15
Goldman Sachs
New York
$4.02M +$1.62M +38,101 +68%
AF
16
Allworth Financial
California
$3.91M -$64.4K -1,513 -2%
HA
17
Heffernan Advisory
Arizona
$3.83M +$63.5K +1,493 +2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$3M -$175K -4,117 -6%
Citigroup
19
Citigroup
New York
$2.92M +$2.23M +52,507 +326%
PWA
20
Perspective Wealth Advisors
Colorado
$2.92M +$284K +6,678 +11%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$2.67M -$34.5K -810 -1%
TWP
22
Triad Wealth Partners
Kansas
$2.66M +$663K +15,579 +33%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.2M +$990K +23,262 +82%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$2.1M +$93.4K +2,194 +5%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.09M +$97.6K +2,293 +5%