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Franklin International Low Volatility High Dividend Index ETF
LVHI

134 hedge funds and large institutions have $620M invested in Franklin International Low Volatility High Dividend Index ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 27

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

16% more capital invested

Capital invested by funds: $535M → $620M (+$85M)

10% more funds holding

Funds holding: 122 → 134 (+12)

3.5% less ownership

Funds ownership: 64.05% → 60.55% (-3.5%)

Holders
134
Holders Change
+12
Holders Change %
+9.84%
% of All Funds
1.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
69
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$18.6M
2
Morgan Stanley
Morgan Stanley
New York
+$18M
3
Wells Fargo
Wells Fargo
California
+$13.1M
4
RJA
Raymond James & Associates
Florida
+$8.04M
5
UBS Group
UBS Group
Switzerland
+$7.55M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$8.41M
2
MAV
Mason & Associates (Virginia)
Virginia
-$2.85M
3
OMC
Old Mission Capital
Illinois
-$2.24M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.02M
5
JWCA
J.W. Cole Advisors
Florida
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$252K +$164K +5,495 +183%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$250K +$41.8K +1,400 +21%
IAP
103
Indie Asset Partners
Indiana
$245K +$247K +8,271 New
Citadel Advisors
104
Citadel Advisors
Florida
$243K +$245K +8,186 New
Koshinski Asset Management
105
Koshinski Asset Management
Illinois
$230K -$10.6K -353 -4%
SIM
106
Seaview Investment Managers
Florida
$219K +$221K +7,391 New
VT
107
Vise Technologies
New York
$216K +$217K +7,277 New
AWA
108
Arkadios Wealth Advisors
Georgia
$212K +$213K +7,140 New
Kovitz Investment Group Partners
109
Kovitz Investment Group Partners
Illinois
$207K – – –
APW
110
Atlantic Private Wealth
North Carolina
$191K – – –
CPA
111
Clear Point Advisors
New York
$182K +$22.7K +758 +14%
PTC
112
Private Trust Company
Ohio
$167K – – –
HI
113
Harbour Investments
Wisconsin
$158K +$1.58K +53 +1%
AF
114
Advisornet Financial
Minnesota
$146K +$147K +4,920 New
CFD
115
Creative Financial Designs
Indiana
$91.2K +$3.94K +132 +4%
VAMG
116
Voisard Asset Management Group
Michigan
$66K +$66.6K +2,227 New
CA
117
CoreCap Advisors
Michigan
$55.3K -$1.79K -60 -3%
NS
118
NBC Securities
Alabama
$42K – – –
Fidelity Investments
119
Fidelity Investments
Massachusetts
$38.7K +$25.5K +854 +189%
SS
120
Sunbelt Securities
Texas
$29K +$179 +6 +0.6%
BFEC
121
Benjamin F. Edwards & Company
Missouri
$25K +$25.3K +847 New
LFG
122
Larson Financial Group
Missouri
$20.7K +$20.9K +700 New
NA
123
NewEdge Advisors
Louisiana
$17.3K – – –
AssetMark Inc
124
AssetMark Inc
California
$16.2K +$16.3K +546 New
SC
125
Stephens Consulting
Michigan
$13.8K – – –
2 3 4
5
6

LVHI Hedge Fund Activity: Q2 2024 in Review

134 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q2 2024, worth a combined $620M — up 16% from $535M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new LVHI positions and 11 closed out — a net gain of 15 holders — while 69 added to existing stakes and 27 trimmed.

The largest buyer was LPL Financial, adding an estimated $18.6M. The largest seller was Bank of America, cutting an estimated $8.41M.

  • 134 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q2 2024, up from 122 in Q1 2024.
  • Funds reported $620M of Franklin International Low Volatility High Dividend Index ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 26 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q2 2024 and 11 closed out, a net change of +15 holders.
  • The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q2 2024 was LPL Financial, an estimated $18.6M added.
  • The largest Franklin International Low Volatility High Dividend Index ETF seller in Q2 2024 was Bank of America, an estimated $8.41M sold.

Based on aggregated 13F filings for Q2 2024.