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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 %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$3.85M +$2.29M +70,793 +147%
DADC
52
D.A. Davidson & Co
Montana
$3.85M +$3.85M +119,002 New
GM
53
GeoWealth Management
Illinois
$3.84M +$3.82M +117,880 +15,369%
FFN
54
Focus Financial Network
Minnesota
$3.78M +$309K +9,539 +9%
ETC
55
Exchange Traded Concepts
Oklahoma
$3.69M -$262K -8,099 -7%
LWM
56
Lakeridge Wealth Management
Ohio
$3.68M +$212K +6,557 +6%
FCMA
57
Foresight Capital Management Advisors
Michigan
$3.66M +$99.6K +3,078 +3%
RPGNY
58
Retirement Planning Group (New York)
New York
$3.55M +$93.4K +2,884 +3%
PWP
59
Principle Wealth Partners
Connecticut
$3.05M -$149K -4,610 -5%
MHS
60
M Holdings Securities
Oregon
$3.05M +$3.05M +94,171 New
OC
61
Oppenheimer & Co
New York
$3.01M +$1.84M +56,807 +157%
ELI
62
Empire Life Investments
Ontario, Canada
$2.92M +$2.92M +90,100 New
EFG
63
Ethos Financial Group
Pennsylvania
$2.87M – – –
BFWA
64
Benchmark Financial Wealth Advisors
Florida
$2.84M -$87.4K -2,701 -3%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$2.81M +$2.57M +79,418 +1,079%
SA
66
Sovran Advisors
California
$2.63M +$134K +4,354 +5%
SWA
67
Stratos Wealth Advisors
Ohio
$2.57M -$77.6K -2,396 -3%
KPWS
68
Kestra Private Wealth Services
Texas
$2.53M +$2.53M +78,284 New
JWM
69
Jackson Wealth Management
Florida
$2.51M +$2.51M +77,603 New
SEIA
70
Signature Estate & Investment Advisors
California
$2.45M +$460K +14,207 +23%
Mariner
71
Mariner
Kansas
$2.02M +$130K +4,010 +7%
SOS
72
Silver Oak Securities
Tennessee
$2.01M +$394K +12,108 +24%
SWM
73
Silverlake Wealth Management
Vermont
$1.94M -$90.8K -2,805 -4%
SPC
74
Sigma Planning Corp
Michigan
$1.89M -$11.8K -363 -0.6%
FWP
75
Forefront Wealth Partners
Texas
$1.78M -$134K -4,139 -7%
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