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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
PI
126
PFG Investments
New York
$201K +$197K +6,475 New
APW
127
Atlantic Private Wealth
North Carolina
$201K – – –
CPA
128
Clear Point Advisors
New York
$193K +$1.67K +55 +0.9%
PTC
129
Private Trust Company
Ohio
$189K +$13K +426 +8%
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$186K +$183K +6,000 New
HI
131
Harbour Investments
Wisconsin
$167K +$943 +31 +0.6%
AF
132
Advisornet Financial
Minnesota
$153K – – –
GRP
133
Global Retirement Partners
California
$96K +$89.8K +2,951 +2,154%
CFD
134
Creative Financial Designs
Indiana
$95.6K – – –
GJIA
135
Glass Jacobson Investment Advisors
Maryland
$89.6K +$87.7K +2,884 New
VAMG
136
Voisard Asset Management Group
Michigan
$69.2K – – –
GM
137
GeoWealth Management
Illinois
$67.1K +$65.7K +2,160 New
NS
138
NBC Securities
Alabama
$44K – – –
CA
139
CoreCap Advisors
Michigan
$40.9K -$16.8K -552 -30%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$35.3K -$5.2K -171 -13%
SS
141
Sunbelt Securities
Texas
$30.5K +$91 +3 +0.3%
AssetMark Inc
142
AssetMark Inc
California
$14.8K -$2.13K -70 -13%
SC
143
Stephens Consulting
Michigan
$14.5K – – –
NA
144
NewEdge Advisors
Louisiana
$13.5K -$4.56K -150 -26%
S
145
SignatureFD
Georgia
$8.48K – – –
HNB
146
Huntington National Bank
Ohio
$6.27K – – –
GWSG
147
GPS Wealth Strategies Group
Colorado
$6.22K – – –
GWS
148
Glassman Wealth Services
Virginia
$5.13K +$5.02K +165 New
FAM
149
Flaharty Asset Management
Florida
$4.61K +$4.5K +148 New
SIS
150
Sound Income Strategies
Florida
$4.41K +$4.32K +142 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.