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Franklin International Low Volatility High Dividend Index ETF

167 hedge funds and large institutions have $920M invested in Franklin International Low Volatility High Dividend Index ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

81% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 43

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

11% more funds holding

Funds holding: 150167 (+17)

10% more capital invested

Capital invested by funds: $838M → $920M (+$82.1M)

0.26% less ownership

Funds ownership: 63.12%62.86% (-0.26%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $76K

Holders
167
Holders Change
+17
Holders Change %
+11.33%
% of All Funds
2.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
37
Increased
78
Reduced
43
Closed
15
Calls
Puts
$76K
Net Calls
-$76K
Net Calls Change
-$76K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$8.13M +$3.86M +124,676 +88%
AI
27
Atria Investments
North Carolina
$7.14M +$662K +21,390 +10%
SA
28
Sanctuary Advisors
Indiana
$7.01M +$101K +3,272 +1%
AWS
29
Atria Wealth Solutions
New York
$6.16M +$1.21M +39,173 +24%
BAWC
30
Boyce & Associates Wealth Consulting
Texas
$5.64M +$527K +17,017 +10%
EH
31
Equitable Holdings
New York
$5.49M +$1.69M +54,743 +44%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.14M -$4.15K -134 -0.1%
KWM
33
Kolinsky Wealth Management
New Jersey
$5.08M +$5.15M +166,325 New
PSCM
34
Per Stirling Capital Management
Texas
$4.82M +$1.21M +39,033 +33%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$4.53M +$2.89M +93,479 +170%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$4.51M +$120K +3,862 +3%
IA
37
IFP Advisors
Florida
$4.5M +$1.97M +63,601 +76%
SO
38
Sierra Ocean
California
$4.44M +$4.5M +145,367 New
ETC
39
Exchange Traded Concepts
Oklahoma
$3.73M +$3.78M +122,108 New
MF
40
Montis Financial
Massachusetts
$3.64M +$313K +10,104 +9%
FCMA
41
Foresight Capital Management Advisors
Michigan
$3.36M +$155K +4,999 +5%
FFN
42
Focus Financial Network
Minnesota
$3.28M +$27.7K +896 +0.8%
LWM
43
Lakeridge Wealth Management
Ohio
$3.27M +$72.9K +2,354 +2%
RPGNY
44
Retirement Planning Group (New York)
New York
$3.26M +$3.31M +106,851 New
AAS
45
Avantax Advisory Services
Texas
$3.19M +$142K +4,582 +5%
PWP
46
Principle Wealth Partners
Connecticut
$3.02M +$258K +8,342 +9%
MFN
47
Midwest Financial Network
Illinois
$2.96M +$3.01M +97,070 New
PIA
48
Perennial Investment Advisors
California
$2.95M +$2.57M +83,107 +619%
EFG
49
Ethos Financial Group
Pennsylvania
$2.87M +$2.91M +94,065 New
BFWA
50
Benchmark Financial Wealth Advisors
Florida
$2.76M +$869K +28,082 +45%