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Franklin International Low Volatility High Dividend Index ETF
LVHI

134 hedge funds and large institutions have $620M invested in Franklin International Low Volatility High Dividend Index ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 27

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

16% more capital invested

Capital invested by funds: $535M → $620M (+$85M)

10% more funds holding

Funds holding: 122 → 134 (+12)

3.5% less ownership

Funds ownership: 64.05% → 60.55% (-3.5%)

Holders
134
Holders Change
+12
Holders Change %
+9.84%
% of All Funds
1.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
69
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$18.6M
2
Morgan Stanley
Morgan Stanley
New York
+$18M
3
Wells Fargo
Wells Fargo
California
+$13.1M
4
RJA
Raymond James & Associates
Florida
+$8.04M
5
UBS Group
UBS Group
Switzerland
+$7.55M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$8.41M
2
MAV
Mason & Associates (Virginia)
Virginia
-$2.85M
3
OMC
Old Mission Capital
Illinois
-$2.24M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.02M
5
JWCA
J.W. Cole Advisors
Florida
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
26
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.95M +$21.9K +732 +0.4%
BAWC
27
Boyce & Associates Wealth Consulting
Texas
$4.75M +$246K +8,247 +5%
IA
28
IFP Advisors
Florida
$4.29M -$807 -27 -0%
AWS
29
Atria Wealth Solutions
New York
$4.23M +$124K +4,153 +3%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$4.04M +$212K +7,102 +5%
CWG
31
Cornerstone Wealth Group
North Carolina
$3.99M +$23.8K +796 +0.6%
EH
32
Equitable Holdings
New York
$3.72M +$515K +17,237 +16%
JP Morgan Chase
33
JP Morgan Chase
New York
$3.34M -$112K -3,749 -3%
FFN
34
Focus Financial Network
Minnesota
$3.17M +$65.9K +2,205 +2%
SPC
35
Sigma Planning Corp
Michigan
$3.04M -$151K -5,057 -5%
FCMA
36
Foresight Capital Management Advisors
Michigan
$2.92M +$87.2K +2,919 +3%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$2.85M +$996K +33,317 +53%
PWP
38
Principle Wealth Partners
Connecticut
$2.78M +$394K +13,188 +16%
AAS
39
Avantax Advisory Services
Texas
$2.41M -$362K -12,125 -13%
SMG
40
Smart Money Group
Texas
$2.28M +$81K +2,709 +4%
SWA
41
Stratos Wealth Advisors
Ohio
$2.11M +$210K +7,041 +11%
FCA
42
FinTrust Capital Advisors
South Carolina
$2.05M +$745K +24,929 +56%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$2M +$1.94M +64,908 +2,609%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$1.94M -$350K -11,696 -15%
MF
45
Montis Financial
Massachusetts
$1.79M +$1.35M +45,175 +297%
FTUS
46
Flow Traders U.S.
New York
$1.77M +$283K +9,485 +19%
FAM
47
Frontier Asset Management
Wyoming
$1.77M -$21.6K -722 -1%
TI
48
TrueMark Investments
Illinois
$1.73M +$1.74M +58,344 New
SWM
49
Silverlake Wealth Management
Vermont
$1.6M +$1.62M +54,088 New
TC
50
Trilogy Capital
California
$1.59M -$282K -9,446 -15%
1
2
3 4 5

LVHI Hedge Fund Activity: Q2 2024 in Review

134 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q2 2024, worth a combined $620M — up 16% from $535M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new LVHI positions and 11 closed out — a net gain of 15 holders — while 69 added to existing stakes and 27 trimmed.

The largest buyer was LPL Financial, adding an estimated $18.6M. The largest seller was Bank of America, cutting an estimated $8.41M.

  • 134 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q2 2024, up from 122 in Q1 2024.
  • Funds reported $620M of Franklin International Low Volatility High Dividend Index ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 26 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q2 2024 and 11 closed out, a net change of +15 holders.
  • The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q2 2024 was LPL Financial, an estimated $18.6M added.
  • The largest Franklin International Low Volatility High Dividend Index ETF seller in Q2 2024 was Bank of America, an estimated $8.41M sold.

Based on aggregated 13F filings for Q2 2024.