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Franklin International Low Volatility High Dividend Index ETF
LVHI

Overview Fund Activity

207 hedge funds and large institutions have $1.44B invested in Franklin International Low Volatility High Dividend Index ETF in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 98 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+43
Holders Change %
+26.22%
% of All Funds
2.81%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
60
Increased
98
Reduced
34
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$81.2M
2
LPL Financial
LPL Financial
California
+$75.2M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$70.4M
4
Wells Fargo
Wells Fargo
California
+$29.9M
5
Morgan Stanley
Morgan Stanley
New York
+$14.6M

Top Sellers

1
SMG
Smart Money Group
Texas
-$2.48M
2
PIA
Perennial Investment Advisors
California
-$1.41M
3
WWA
WCG Wealth Advisors
Nevada
-$769K
4
AQR Capital Management
AQR Capital Management
Connecticut
-$701K
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$580K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWG
26
Cornerstone Wealth Group
North Carolina
$12.1M +$515K +15,899 +4%
Jane Street
27
Jane Street
New York
$11.7M +$8.91M +275,261 +316%
CMA
28
Cedar Mountain Advisors
Oregon
$11M +$416K +12,836 +4%
ECA
29
Elevation Capital Advisory
Oregon
$10.6M +$10.6M +326,223 New
CAG
30
Csenge Advisory Group
Florida
$9.88M +$9.56M +309,421 +2,930%
PAG
31
Private Advisor Group
New Jersey
$9.06M +$383K +11,821 +4%
AI
32
Atria Investments
North Carolina
$8.21M +$641K +19,791 +8%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$7.66M +$2.87M +88,767 +60%
FA
34
Fermata Advisors
California
$7.31M +$7.31M +225,733 New
SPIA
35
Steward Partners Investment Advisory
New York
$7.12M +$6.82M +210,781 +2,319%
AWS
36
Atria Wealth Solutions
New York
$7.06M +$519K +16,040 +8%
WIA
37
World Investment Advisors
California
$6.59M +$6.59M +203,430 New
BAWC
38
Boyce & Associates Wealth Consulting
Texas
$6.27M +$290K +8,965 +5%
TAM
39
Titleist Asset Management
Texas
$6.27M +$5.14M +158,675 +454%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$6.22M +$1.41M +43,639 +29%
PSCM
41
Per Stirling Capital Management
Texas
$6.02M +$906K +27,990 +18%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$5.99M +$5.9M +182,183 +6,523%
VA
43
VestGen Advisors
Illinois
$5.74M +$5.74M +177,366 New
AAS
44
Ameritas Advisory Services
Nebraska
$5.71M +$5.71M +176,489 New
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.54M +$85.3K +2,636 +2%
MF
46
Montis Financial
Massachusetts
$5.52M +$1.66M +51,320 +43%
SO
47
Sierra Ocean
California
$4.99M +$285K +8,802 +6%
IA
48
IFP Advisors
Florida
$4.51M -$258K -7,969 -5%
AWM
49
AE Wealth Management
Kansas
$4.47M +$4.46M +137,911 +67,936%
AAS
50
Avantax Advisory Services
Texas
$4.09M +$706K +21,796 +21%
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