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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
BFG
101
Berger Financial Group
Minnesota
$397K +$1.16K +38 +0.3%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$395K -$107K -3,510 -22%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$392K -$20K -658 -5%
WWA
104
WCG Wealth Advisors
Nevada
$372K -$10.2K -336 -3%
TFS
105
Thoroughbred Financial Services
Tennessee
$365K +$852 +28 +0.2%
LA
106
LexAurum Advisors
Kansas
$363K -$47.5K -1,562 -12%
BSTWA
107
Blake Schutter Theil Wealth Advisors
Ohio
$354K +$347K +11,402 New
AWA
108
Arete Wealth Advisors
Illinois
$350K +$343K +11,283 New
HF
109
HRT Financial
New York
$338K +$332K +10,900 New
RG
110
Rathbones Group
United Kingdom
$337K -$37.6K -1,235 -10%
VCP
111
Verus Capital Partners
Arizona
$305K +$7.21K +237 +2%
CG
112
Clarus Group
Texas
$303K -$11.2K -369 -4%
SI
113
Stephens Inc
Arkansas
$302K -$145K -4,783 -33%
AWA
114
Arkadios Wealth Advisors
Georgia
$300K +$76.9K +2,528 +35%
CP
115
Creekside Partners
California
$284K – – –
BAM
116
Belpointe Asset Management
Nevada
$273K – – –
IAP
117
Indie Asset Partners
Indiana
$266K +$8.33K +274 +3%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$257K +$456 +15 +0.2%
KA
119
Kovack Advisors
Florida
$246K +$241K +7,924 New
LWM
120
LongView Wealth Management
Georgia
$234K +$229K +7,524 New
SPIA
121
Steward Partners Investment Advisory
New York
$230K -$32.9K -1,080 -13%
HH
122
Hilltop Holdings
Texas
$230K +$225K +7,394 New
GWM
123
Geneos Wealth Management
Colorado
$224K +$209K +6,863 +1,933%
PAS
124
Park Avenue Securities
New York
$212K +$208K +6,834 New
SMC
125
Smith, Moore & Co
Missouri
$207K +$202K +6,655 New
3 4
5
6 7

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.