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Franklin International Low Volatility High Dividend Index ETF
LVHI

Overview Fund Activity

133 hedge funds and large institutions have $619M invested in Franklin International Low Volatility High Dividend Index ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+11
Holders Change %
+9.02%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
69
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$81.2M
2
Morgan Stanley
Morgan Stanley
New York
$64M
3
Wells Fargo
Wells Fargo
California
$15.8M
4
RJA
Raymond James & Associates
Florida
$13.6M
5
UBS Group
UBS Group
Switzerland
$21.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$49.8M
2
MAV
Mason & Associates (Virginia)
Virginia
$0
3
OMC
Old Mission Capital
Illinois
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.7M
5
JWCA
J.W. Cole Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$250K +$42.6K +1,400 +21%
IAP
102
Indie Asset Partners
Indiana
$245K +$245K +8,271 New
Citadel Advisors
103
Citadel Advisors
Florida
$243K +$243K +8,186 New
Koshinski Asset Management
104
Koshinski Asset Management
Illinois
$230K -$10.6K -353 -4%
SIM
105
Seaview Investment Managers
Florida
$219K +$219K +7,391 New
VT
106
Vise Technologies
New York
$216K +$216K +7,277 New
AWA
107
Arkadios Wealth Advisors
Georgia
$212K +$212K +7,140 New
Kovitz Investment Group Partners
108
Kovitz Investment Group Partners
Illinois
$207K – – –
APW
109
Atlantic Private Wealth
North Carolina
$191K – – –
CPA
110
Clear Point Advisors
New York
$182K +$22.5K +758 +14%
PTC
111
Private Trust Company
Ohio
$167K – – –
HI
112
Harbour Investments
Wisconsin
$158K +$1.57K +53 +1%
AF
113
Advisornet Financial
Minnesota
$146K +$146K +4,920 New
CFD
114
Creative Financial Designs
Indiana
$91.2K +$3.91K +132 +4%
VAMG
115
Voisard Asset Management Group
Michigan
$66K +$66K +2,227 New
CA
116
CoreCap Advisors
Michigan
$55.3K -$1.78K -60 -3%
NS
117
NBC Securities
Alabama
$42K – – –
Fidelity Investments
118
Fidelity Investments
Massachusetts
$38.7K +$25.3K +854 +189%
SS
119
Sunbelt Securities
Texas
$29K +$178 +6 +0.6%
BFEC
120
Benjamin F. Edwards & Company
Missouri
$25K +$25K +847 New
LFG
121
Larson Financial Group
Missouri
$20.7K +$20.7K +700 New
NA
122
NewEdge Advisors
Louisiana
$17.3K – – –
AssetMark Inc
123
AssetMark Inc
California
$16.2K +$16.2K +546 New
SC
124
Stephens Consulting
Michigan
$13.8K – – –
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$12.6K +$12.6K +424 New
2 3 4
5
6