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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 %
AG
126
Ascent Group
Virginia
$597K +$597K +18,433 New
AWP
127
Axis Wealth Partners
Rhode Island
$594K +$148K +4,570 +33%
BCM
128
Beaumont Capital Management
Massachusetts
$574K +$574K +17,725 New
CWA
129
Centennial Wealth Advisory
Michigan
$508K +$508K +15,687 New
HIM
130
Hanlon Investment Management
New Jersey
$494K +$494K +15,250 New
SB
131
Strategic Blueprint
Georgia
$481K -$31.7K -980 -6%
Comerica Bank
132
Comerica Bank
Texas
$475K -$156K -4,809 -25%
TFS
133
Thoroughbred Financial Services
Tennessee
$469K +$388 +12 +0.1%
MFG
134
Magnus Financial Group
New York
$461K – – –
CIBC World Market
135
CIBC World Market
Ontario, Canada
$455K -$22.5K -694 -5%
BCA
136
Bay Capital Advisors
Virginia
$431K +$431K +13,303 New
RG
137
Rathbones Group
United Kingdom
$402K -$324 -10 -0.1%
IA
138
IFG Advisory
Georgia
$401K +$401K +12,381 New
BOSSRA
139
B.O.S.S. Retirement Advisors
Utah
$390K +$390K +12,036 New
VCP
140
Verus Capital Partners
Arizona
$378K -$16.1K -498 -4%
PI
141
PFG Investments
New York
$376K +$35.6K +1,100 +10%
AWA
142
Arkadios Wealth Advisors
Georgia
$372K +$45.8K +1,416 +14%
BI
143
BFI Infinity
Switzerland
$371K +$371K +11,455 New
IWM
144
IHT Wealth Management
Illinois
$367K -$15.8K -489 -4%
GGS
145
Galvin Gaustad & Stein
Arizona
$357K +$357K +11,018 New
BFG
146
Berger Financial Group
Minnesota
$352K +$550 +17 +0.2%
KA
147
Kovack Advisors
Florida
$349K +$64K +1,978 +22%
FFA
148
Farther Finance Advisors
California
$347K +$26K +801 +8%
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$339K +$338K +10,456 +130,700%
JWCA
150
J.W. Cole Advisors
Florida
$338K +$338K +10,454 New
4 5
6
7 8