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Franklin International Low Volatility High Dividend Index ETF
LVHI

150 hedge funds and large institutions have $838M invested in Franklin International Low Volatility High Dividend Index ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 73 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

135% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 31

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

35% more capital invested

Capital invested by funds: $620M → $838M (+$217M)

12% more funds holding

Funds holding: 134 → 150 (+16)

2.57% more ownership

Funds ownership: 60.55% → 63.12% (+2.6%)

Holders
150
Holders Change
+16
Holders Change %
+11.94%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
30
Increased
73
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$50.7M
2
Wells Fargo
Wells Fargo
California
+$16.1M
3
LPL Financial
LPL Financial
California
+$11.6M
4
FAM
Frontier Asset Management
Wyoming
+$11.6M
5
UBS Group
UBS Group
Switzerland
+$7.11M

Top Sellers

1
Jane Street
Jane Street
New York
-$2.12M
2
Morgan Stanley
Morgan Stanley
New York
-$2.1M
3
IA
IFP Advisors
Florida
-$1.85M
4
OFS
OneAscent Financial Services
Alabama
-$1.33M
5
SPC
Sigma Planning Corp
Michigan
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$2.1M +$2.06M +67,658 New
SWM
52
Silverlake Wealth Management
Vermont
$2.04M +$350K +11,500 +21%
BFWA
53
Benchmark Financial Wealth Advisors
Florida
$1.94M +$267K +8,777 +16%
MNA
54
Manning & Napier Advisors
New York
$1.93M +$1.89M +62,180 New
SPC
55
Sigma Planning Corp
Michigan
$1.85M -$1.31M -43,175 -42%
SEIA
56
Signature Estate & Investment Advisors
California
$1.83M +$1.4M +46,167 +364%
Mariner
57
Mariner
Kansas
$1.76M +$297K +9,775 +21%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$1.71M -$317K -10,407 -16%
TC
59
Trilogy Capital
California
$1.7M +$30K +985 +2%
BFWM
60
Bright Futures Wealth Management
New York
$1.5M +$545K +17,902 +59%
TFM
61
Trademark Financial Management
Minnesota
$1.28M +$203K +6,674 +19%
Prudential Financial
62
Prudential Financial
New Jersey
$1.26M +$1.23M +40,488 New
Comerica Bank
63
Comerica Bank
Texas
$1.26M – – –
GGV
64
GG Group Ventures
Florida
$1.23M -$148K -4,882 -11%
TCWM
65
Total Clarity Wealth Management
Illinois
$1.19M +$62.9K +2,068 +6%
EAM
66
Empirical Asset Management
Massachusetts
$1.15M +$732K +24,068 +187%
E
67
ETFidea
New York
$1.08M – – –
KAS
68
Kestra Advisory Services
Texas
$1.07M +$89.3K +2,937 +9%
MFG
69
Magnus Financial Group
New York
$1.06M – – –
KFP
70
KMG Fiduciary Partners
Ohio
$1.06M +$1.03M +34,009 New
TAM
71
Titleist Asset Management
Texas
$1.04M +$24.5K +807 +2%
LMKC
72
L.M. Kohn & Company
Ohio
$1.02M +$6.21K +204 +0.6%
DAS
73
Diversify Advisory Services
Utah
$1.02M +$122 +4 +0%
WS
74
Wedbush Securities
California
$979K +$11.4K +374 +1%
CCIA
75
Cherry Creek Investment Advisors
Colorado
$932K +$75.2K +2,472 +9%
1 2
3
4 5

LVHI Hedge Fund Activity: Q3 2024 in Review

150 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q3 2024, worth a combined $838M — up 35% from $620M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new LVHI positions and 12 closed out — a net gain of 18 holders — while 73 added to existing stakes and 31 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $50.7M. The largest seller was Jane Street, cutting an estimated $2.12M.

  • 150 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q3 2024, up from 134 in Q2 2024.
  • Funds reported $838M of Franklin International Low Volatility High Dividend Index ETF stock for Q3 2024, up 35% quarter-over-quarter.
  • 30 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q3 2024 and 12 closed out, a net change of +18 holders.
  • The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $50.7M added.
  • The largest Franklin International Low Volatility High Dividend Index ETF seller in Q3 2024 was Jane Street, an estimated $2.12M sold.

Based on aggregated 13F filings for Q3 2024.