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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
Qube Research & Technologies (QRT)
126
Qube Research & Technologies (QRT)
United Kingdom
$12.6K +$12.7K +424 New
GWM
127
Geneos Wealth Management
Colorado
$10.5K -$926 -31 -8%
S
128
SignatureFD
Georgia
$8.09K +$389 +13 +5%
GWSG
129
GPS Wealth Strategies Group
Colorado
$5.93K – – –
GRP
130
Global Retirement Partners
California
$4.06K – – –
GI
131
Gradient Investments
Minnesota
$3.53K +$3.56K +119 New
HIA
132
Harbor Investment Advisory
Maryland
$3.5K – – –
TWC
133
TD Waterhouse Canada
Ontario, Canada
$741 +$747 +25 New
DFA
134
DHJJ Financial Advisors
Illinois
$445 – – –
MAV
135
Mason & Associates (Virginia)
Virginia
– -$2.85M -95,594 Closed
OMC
136
Old Mission Capital
Illinois
– -$2.24M -75,292 Closed
JWCA
137
J.W. Cole Advisors
Florida
– -$1.87M -62,636 Closed
IWC
138
Integrated Wealth Concepts
Massachusetts
– -$1.84M -61,916 Closed
GM
139
GeoWealth Management
Illinois
– -$534K -17,920 Closed
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
– -$454K -15,256 Closed
HF
141
HRT Financial
New York
– -$359K -12,061 Closed
CBFP
142
Cedar Brook Financial Partners
Ohio
– -$356K -11,967 Closed
PCA
143
Prosperity Capital Advisors
Ohio
– -$277K -9,286 Closed
D
144
Diversified
Delaware
– -$212K -7,108 Closed
CWA
145
Capital Wealth Alliance
Arizona
– -$201K -6,730 Closed
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.