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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 %
Renaissance Technologies
76
Renaissance Technologies
New York
$1.75M +$1.75M +54,100 New
PIA
77
Perennial Investment Advisors
California
$1.72M -$1.41M -43,525 -45%
PS
78
Principal Securities
Iowa
$1.67M – – –
OFS
79
OneAscent Financial Services
Alabama
$1.66M +$165K +5,111 +11%
CCIA
80
Cherry Creek Investment Advisors
Colorado
$1.65M +$660K +20,388 +66%
SSWM
81
Sheets Smith Wealth Management
North Carolina
$1.64M +$1.64M +50,524 New
MNA
82
Manning & Napier Advisors
New York
$1.62M -$205K -6,345 -11%
WIP
83
WealthCare Investment Partners
Rhode Island
$1.6M +$1.6M +52,365 New
Envestnet Portfolio Solutions
84
Envestnet Portfolio Solutions
Illinois
$1.56M -$580K -17,920 -27%
KAS
85
Kestra Advisory Services
Texas
$1.51M +$286K +8,830 +23%
TC
86
Trilogy Capital
California
$1.49M -$75.5K -2,331 -5%
PA
87
PFG Advisors
Arizona
$1.46M +$455K +14,071 +45%
PGF
88
Plan Group Financial
Oklahoma
$1.45M +$1.45M +44,808 New
KFP
89
KMG Fiduciary Partners
Ohio
$1.43M +$190K +5,868 +15%
PWM
90
Provident Wealth Management
Tennessee
$1.36M +$1.36M +42,092 New
BCI
91
Brinker Capital Investments
Pennsylvania
$1.31M +$1.31M +40,615 New
OPS
92
Orion Portfolio Solutions
Nebraska
$1.31M +$1.31M +40,615 New
GIA
93
Gladstone Institutional Advisory
Florida
$1.31M +$1.31M +40,484 New
KIM
94
Kane Investment Management
California
$1.27M +$1.27M +39,341 New
LAS
95
Lloyd Advisory Services
Georgia
$1.23M +$1.23M +37,884 New
FA
96
Freestate Advisors
Kansas
$1.21M +$560K +17,301 +86%
EAM
97
Empirical Asset Management
Massachusetts
$1.19M +$26.1K +807 +2%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$1.18M +$555K +17,144 +89%
PWM
99
Perigon Wealth Management
California
$1.17M +$455K +14,054 +64%
DAS
100
Diversify Advisory Services
Utah
$1.15M +$104K +3,237 +10%
2 3
4
5 6