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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 %
DAS
101
Dynamic Advisor Solutions
Arizona
$1.12M +$159K +4,903 +17%
LMKC
102
L.M. Kohn & Company
Ohio
$1.08M -$2.2K -68 -0.2%
ACP
103
Aviance Capital Partners
Florida
$1.03M +$32K +988 +3%
WS
104
Wedbush Securities
California
$967K -$46.7K -1,444 -5%
TFM
105
Trademark Financial Management
Minnesota
$914K -$441K -13,618 -33%
CL
106
Choreo LLC
Illinois
$907K -$7.41K -229 -0.8%
RFW
107
Rainier Family Wealth
Washington
$873K +$873K +26,966 New
IC
108
IEQ Capital
California
$868K – – –
C
109
Croban
Ohio
$858K +$189K +5,832 +28%
AAA
110
American Alpha Advisors
New York
$832K +$126K +3,905 +18%
Truist Financial
111
Truist Financial
North Carolina
$818K +$236K +7,303 +41%
SPA
112
Shore Point Advisors
New Jersey
$795K -$777 -24 -0.1%
HAS
113
HBW Advisory Services
California
$779K +$779K +24,052 New
BSTWA
114
Blake Schutter Theil Wealth Advisors
Ohio
$772K +$402K +12,407 +108%
GSWM
115
Golden State Wealth Management
California
$729K +$14.1K +437 +2%
ASN
116
Advisory Services Network
Georgia
$697K +$55.2K +1,706 +9%
FGA
117
Fortis Group Advisors
New Jersey
$696K -$56.3K -1,740 -7%
TCWM
118
Total Clarity Wealth Management
Illinois
$692K – – –
TVM
119
True Vision MN
Minnesota
$682K -$22.4K -691 -3%
CW
120
CreativeOne Wealth
Kansas
$678K +$2.27K +70 +0.3%
HP
121
Haven Private
Florida
$660K +$660K +20,374 New
PSFG
122
Park Square Financial Group
Georgia
$642K +$550K +16,985 +599%
HH
123
Hilltop Holdings
Texas
$631K +$51.7K +1,596 +9%
SIM
124
Seaview Investment Managers
Florida
$614K +$190K +5,876 +45%
MW
125
Maia Wealth
Colorado
$603K +$344K +11,421 +133%
3 4
5
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