We are live on ! Find out more
LVHI icon

Franklin International Low Volatility High Dividend Index ETF

279 hedge funds and large institutions have $2.41B invested in Franklin International Low Volatility High Dividend Index ETF in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 149 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 14

198% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 50

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

20% more funds holding

Funds holding: 232279 (+47)

19% more capital invested

Capital invested by funds: $2.02B → $2.41B (+$383M)

0.76% more ownership

Funds ownership: 63.24%64.01% (+0.76%)

Holders
279
Holders Change
+47
Holders Change %
+20.26%
% of All Funds
3.39%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
64
Increased
149
Reduced
50
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAWC
51
Boyce & Associates Wealth Consulting
Texas
$6.42M -$92K -2,555 -1%
MF
52
Montis Financial
Massachusetts
$6.1M -$10.7K -298 -0.2%
FWP
53
Forefront Wealth Partners
Texas
$6.07M +$967K +26,856 +19%
PCMNC
54
Piedmont Capital Management (North Carolina)
North Carolina
$5.96M +$5.83M +161,961 New
HP
55
Haven Private
Florida
$5.91M +$280K +7,765 +5%
IFG
56
Independent Financial Group
California
$5.81M +$606K +16,837 +12%
JP Morgan Chase
57
JP Morgan Chase
New York
$5.1M +$3.64M +100,974 +269%
AAA
58
American Alpha Advisors
New York
$5.05M -$138K -3,829 -3%
BFWA
59
Benchmark Financial Wealth Advisors
Florida
$5.04M +$262K +7,275 +6%
EFG
60
Ethos Financial Group
Pennsylvania
$4.96M +$119K +3,300 +3%
FFN
61
Focus Financial Network
Minnesota
$4.88M +$60.4K +1,678 +1%
PGF
62
Plan Group Financial
Oklahoma
$4.87M +$101K +2,817 +2%
PSCM
63
Per Stirling Capital Management
Texas
$4.84M +$523K +14,514 +12%
CWRP
64
Cassady Wealth & Retirement Planning
Nevada
$4.68M +$4.58M +127,193 New
OC
65
Oppenheimer & Co
New York
$4.68M +$618K +17,165 +16%
LWM
66
Lakeridge Wealth Management
Ohio
$4.49M +$117K +3,251 +3%
RPGNY
67
Retirement Planning Group (New York)
New York
$4.4M +$130K +3,618 +3%
FCMA
68
Foresight Capital Management Advisors
Michigan
$4.36M +$32.9K +915 +0.8%
ETC
69
Exchange Traded Concepts
Oklahoma
$4.22M +$90.2K +2,504 +2%
MWM
70
Meridian Wealth Management
Kentucky
$4.2M +$135K +3,742 +3%
CWA
71
Centennial Wealth Advisory
Michigan
$4.17M +$264K +7,338 +7%
IA
72
IFP Advisors
Florida
$4.15M +$112K +3,113 +3%
SFS
73
Sunrise Financial Services
Washington
$4.15M +$4.05M +112,579 New
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$3.74M +$1.31M +36,378 +56%
CIA
75
Concurrent Investment Advisors
Florida
$3.59M +$436K +12,097 +14%

LVHI Hedge Fund Activity: Q4 2025 in Review

279 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q4 2025, worth a combined $2.41B — up 19% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new LVHI positions and 14 closed out — a net gain of 50 holders — while 149 added to existing stakes and 50 trimmed.

The largest buyer was LPL Financial, adding an estimated $50.2M. The largest seller was Ameriprise, cutting an estimated $10.7M.

  • 279 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q4 2025, up from 232 in Q3 2025.
  • Funds reported $2.41B of Franklin International Low Volatility High Dividend Index ETF stock for Q4 2025, up 19% quarter-over-quarter.
  • 64 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q4 2025 and 14 closed out, a net change of +50 holders.
  • The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q4 2025 was LPL Financial, an estimated $50.2M added.
  • The largest Franklin International Low Volatility High Dividend Index ETF seller in Q4 2025 was Ameriprise, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2025.