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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
BFWA
51
Benchmark Financial Wealth Advisors
Florida
$1.59M +$536K +17,921 +50%
Mariner
52
Mariner
Kansas
$1.39M +$46.4K +1,553 +3%
OFS
53
OneAscent Financial Services
Alabama
$1.33M +$62.5K +2,091 +5%
GGV
54
GG Group Ventures
Florida
$1.33M +$1.34M +44,727 New
IFG
55
Independent Financial Group
California
$1.33M +$1.34M +44,741 New
Comerica Bank
56
Comerica Bank
Texas
$1.2M +$926 +31 +0.1%
AT
57
Arden Trust
Delaware
$1.14M – – –
TCWM
58
Total Clarity Wealth Management
Illinois
$1.08M +$634K +21,208 +140%
E
59
ETFidea
New York
$1.03M – – –
TFM
60
Trademark Financial Management
Minnesota
$1.03M +$1.03M +34,587 New
MFG
61
Magnus Financial Group
New York
$1.01M -$74.7K -2,500 -7%
DAS
62
Diversify Advisory Services
Utah
$981K -$1.38K -46 -0.1%
LMKC
63
L.M. Kohn & Company
Ohio
$971K +$19.6K +655 +2%
TAM
64
Titleist Asset Management
Texas
$970K +$11.2K +374 +1%
DAS
65
Dynamic Advisor Solutions
Arizona
$932K -$68.2K -2,281 -7%
KAS
66
Kestra Advisory Services
Texas
$931K -$63K -2,109 -6%
WS
67
Wedbush Securities
California
$923K +$2.06K +69 +0.2%
BFWM
68
Bright Futures Wealth Management
New York
$908K +$22.4K +751 +3%
ACP
69
Aviance Capital Partners
Florida
$873K +$51.3K +1,716 +6%
CL
70
Choreo LLC
Illinois
$849K -$101K -3,374 -11%
CCIA
71
Cherry Creek Investment Advisors
Colorado
$816K +$822K +27,517 New
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$726K +$210K +7,032 +40%
SPA
73
Shore Point Advisors
New Jersey
$711K +$7.83K +262 +1%
CIBC World Market
74
CIBC World Market
Ontario, Canada
$673K -$75.1K -2,514 -10%
FGA
75
Fortis Group Advisors
New Jersey
$649K +$30.5K +1,022 +5%
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.