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Franklin International Low Volatility High Dividend Index ETF
LVHI

167 hedge funds and large institutions have $920M invested in Franklin International Low Volatility High Dividend Index ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

81% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 43

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

11% more funds holding

Funds holding: 150 → 167 (+17)

10% more capital invested

Capital invested by funds: $838M → $920M (+$82.1M)

0.26% less ownership

Funds ownership: 63.12% → 62.86% (-0.26%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $76K

Holders
167
Holders Change
+17
Holders Change %
+11.33%
% of All Funds
2.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
37
Increased
78
Reduced
43
Closed
15
Calls
–
Puts
$76K
Net Calls
-$76K
Net Calls Change
-$76K

Top Buyers

1
LPL Financial
LPL Financial
California
+$29.4M
2
Ameriprise
Ameriprise
Minnesota
+$6.43M
3
Wells Fargo
Wells Fargo
California
+$6.26M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$6M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.65M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.9M
2
Jane Street
Jane Street
New York
-$9.01M
3
FTUS
Flow Traders U.S.
New York
-$4.31M
4
Osaic Holdings
Osaic Holdings
Arizona
-$3.51M
5
JP Morgan Chase
JP Morgan Chase
New York
-$3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
151
BlackRock
New York
$51K +$51.8K +1,672 New
T
152
Transce3nd
Texas
$50.4K +$51.1K +1,650 New
RMP
153
Richards, Merrill & Peterson
Washington
$48.8K +$49.5K +1,600 New
NA
154
NewEdge Advisors
Louisiana
$40.3K +$27.4K +885 +203%
TSMHT
155
Thurston Springer Miller Herd & Titak
Indiana
$38.3K +$38.8K +1,254 New
SAM
156
Synergy Asset Management
Washington
$30.6K +$30.5K +986 New
SS
157
Sunbelt Securities
Texas
$24.4K -$5.48K -177 -18%
GM
158
GeoWealth Management
Illinois
$23.4K -$43.1K -1,393 -64%
AssetMark Inc
159
AssetMark Inc
California
$14.5K – – –
SC
160
Stephens Consulting
Michigan
$14.3K – – –
S
161
SignatureFD
Georgia
$8.33K – – –
GWSG
162
GPS Wealth Strategies Group
Colorado
$7.67K +$1.58K +51 +26%
NWM
163
Nova Wealth Management
Florida
$6.78K +$6.87K +222 New
AWM
164
AE Wealth Management
Kansas
$6.2K +$6.29K +203 New
DFA
165
DHJJ Financial Advisors
Illinois
$458 – – –
National Bank of Canada
166
National Bank of Canada
Quebec, Canada
$244 +$248 +8 New
NS
167
NBC Securities
Alabama
$43 -$44.5K -1,437 -100%
FTUS
168
Flow Traders U.S.
New York
– -$4.31M -138,781 Closed
BFWM
169
Bright Futures Wealth Management
New York
– -$1.5M -48,450 Closed
Prudential Financial
170
Prudential Financial
New Jersey
– -$1.26M -40,488 Closed
TI
171
TrueMark Investments
Illinois
– -$740K -23,821 Closed
Mirae Asset Global Investments
172
Mirae Asset Global Investments
South Korea
– -$475K -15,200 Closed
HF
173
HRT Financial
New York
– -$338K -10,900 Closed
SI
174
Stephens Inc
Arkansas
– -$302K -9,713 Closed
SMC
175
Smith, Moore & Co
Missouri
– -$207K -6,655 Closed
4 5 6
7
8

LVHI Hedge Fund Activity: Q4 2024 in Review

167 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q4 2024, worth a combined $920M — up 9.8% from $838M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new LVHI positions and 15 closed out — a net gain of 22 holders — while 78 added to existing stakes and 43 trimmed.

The largest buyer was LPL Financial, adding an estimated $29.4M. The largest seller was Envestnet Asset Management, cutting an estimated $11.9M.

  • 167 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q4 2024, up from 150 in Q3 2024.
  • Funds reported $920M of Franklin International Low Volatility High Dividend Index ETF stock for Q4 2024, up 9.8% quarter-over-quarter.
  • 37 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q4 2024 and 15 closed out, a net change of +22 holders.
  • The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q4 2024 was LPL Financial, an estimated $29.4M added.
  • The largest Franklin International Low Volatility High Dividend Index ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $11.9M sold.

Based on aggregated 13F filings for Q4 2024.