We are live on ! Find out more
LVHI icon

Franklin International Low Volatility High Dividend Index ETF

89 hedge funds and large institutions have $352M invested in Franklin International Low Volatility High Dividend Index ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

225% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 16

37% more capital invested

Capital invested by funds: $257M → $352M (+$95.1M)

17% more funds holding

Funds holding: 7689 (+13)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.39% less ownership

Funds ownership: 73.12%70.73% (-2.4%)

Holders
89
Holders Change
+13
Holders Change %
+17.11%
% of All Funds
1.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
52
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RG
51
Rathbones Group
United Kingdom
$655K +$348K +12,740 +112%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$581K +$182K +6,650 +45%
RJT
53
Raymond James Trust
Florida
$559K
PIA
54
Perennial Investment Advisors
California
$510K +$21K +768 +4%
RIA
55
Regal Investment Advisors
Michigan
$499K +$99.4K +3,635 +25%
FGA
56
Fortis Group Advisors
New Jersey
$498K +$52.8K +1,932 +12%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$442K +$445K +16,271 New
HCM
58
Howard Capital Management
Georgia
$406K +$408K +14,916 New
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$401K -$91.8K -3,359 -19%
BFG
60
Berger Financial Group
Minnesota
$376K +$60.6K +2,217 +19%
SI
61
Stephens Inc
Arkansas
$362K +$364K +13,314 New
ASN
62
Advisory Services Network
Georgia
$348K +$81.3K +2,972 +30%
BAM
63
Belpointe Asset Management
Nevada
$314K -$141K -5,145 -31%
KAS
64
Kestra Advisory Services
Texas
$306K +$12.4K +452 +4%
LA
65
LexAurum Advisors
Kansas
$306K +$7.63K +279 +3%
OMC
66
Old Mission Capital
Illinois
$256K
SMC
67
Smith, Moore & Co
Missouri
$210K -$42.4K -1,550 -17%
TFS
68
Thoroughbred Financial Services
Tennessee
$209K +$210K +7,695 New
VCP
69
Verus Capital Partners
Arizona
$206K +$207K +7,585 New
APW
70
Atlantic Private Wealth
North Carolina
$176K +$177K +6,457 New
PTC
71
Private Trust Company
Ohio
$141K +$35.6K +1,302 +34%
JP Morgan Chase
72
JP Morgan Chase
New York
$108K +$109K +3,979 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$100K +$101K +3,694 New
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$99K +$55.6K +2,032 +127%
KFS
75
Kelly Financial Services
Massachusetts
$90.3K +$90.8K +3,322 New