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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
ACP
76
Aviance Capital Partners
Florida
$926K +$10.9K +359 +1%
DAS
77
Dynamic Advisor Solutions
Arizona
$910K -$65.6K -2,158 -7%
CL
78
Choreo LLC
Illinois
$884K +$1.25K +41 +0.1%
IC
79
IEQ Capital
California
$833K +$410K +13,471 +101%
SPA
80
Shore Point Advisors
New Jersey
$748K +$2.89K +95 +0.4%
TI
81
TrueMark Investments
Illinois
$740K -$1.05M -34,523 -59%
CIBC World Market
82
CIBC World Market
Ontario, Canada
$734K +$28K +919 +4%
PS
83
Principal Securities
Iowa
$720K +$211K +6,942 +43%
AAA
84
American Alpha Advisors
New York
$719K +$704K +23,132 New
FGA
85
Fortis Group Advisors
New Jersey
$690K +$9.31K +306 +1%
PWM
86
Perigon Wealth Management
California
$675K +$661K +21,725 New
TVM
87
True Vision MN
Minnesota
$661K +$647K +21,262 New
Truist Financial
88
Truist Financial
North Carolina
$655K +$20.1K +660 +3%
FA
89
Freestate Advisors
Kansas
$612K +$599K +19,684 New
RJT
90
Raymond James Trust
Florida
$600K – – –
ASN
91
Advisory Services Network
Georgia
$550K – – –
RIA
92
Regal Investment Advisors
Michigan
$534K -$36.2K -1,190 -6%
FFA
93
Farther Finance Advisors
California
$525K +$514K +16,884 New
SB
94
Strategic Blueprint
Georgia
$524K +$513K +16,870 New
D.E. Shaw & Co
95
D.E. Shaw & Co
New York
$477K -$51.6K -1,695 -10%
Mirae Asset Global Investments
96
Mirae Asset Global Investments
South Korea
$475K +$462K +15,200 New
KFS
97
Kelly Financial Services
Massachusetts
$422K -$250K -8,217 -38%
PIA
98
Perennial Investment Advisors
California
$417K -$63.3K -2,080 -13%
OC
99
Oppenheimer & Co
New York
$416K +$407K +13,397 New
CAG
100
Csenge Advisory Group
Florida
$404K -$8.43K -277 -2%
2 3
4
5 6

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.