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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 %
LA
151
LexAurum Advisors
Kansas
$337K -$6.41K -198 -2%
WA
152
Waverly Advisors
Alabama
$335K +$335K +10,342 New
RSWM
153
Robertson Stephens Wealth Management
California
$334K +$334K +10,305 New
IP
154
Ignite Planners
California
$332K +$332K +10,395 New
AP
155
Advisors Preferred
Maryland
$318K +$318K +9,819 New
CG
156
Clarus Group
Texas
$315K – – –
PAS
157
Park Avenue Securities
New York
$304K +$31.9K +986 +12%
GWA
158
GGM Wealth Advisors
Maryland
$303K +$303K +9,496 New
CP
159
Creekside Partners
California
$296K – – –
IAP
160
Indie Asset Partners
Indiana
$288K -$11.8K -366 -4%
BAM
161
Belpointe Asset Management
Nevada
$286K +$2.59K +80 +0.9%
FWM
162
FLP Wealth Management
Arkansas
$282K +$282K +8,708 New
GWM
163
Geneos Wealth Management
Colorado
$267K +$64.3K +1,985 +32%
AWA
164
Arete Wealth Advisors
Illinois
$259K -$20.8K -642 -7%
CFD
165
Creative Financial Designs
Indiana
$255K +$69.3K +2,141 +37%
MCC
166
Money Concepts Capital
Florida
$237K +$237K +7,329 New
Northern Trust
167
Northern Trust
Illinois
$233K +$233K +7,201 New
Qube Research & Technologies (QRT)
168
Qube Research & Technologies (QRT)
United Kingdom
$231K +$231K +7,140 New
PTC
169
Private Trust Company
Ohio
$230K +$33.2K +1,025 +17%
SAI
170
Savvy Advisors Inc
New York
$228K -$46.2K -1,428 -17%
FFS
171
Founders Financial Securities
Maryland
$217K +$217K +6,805 New
GS
172
GWN Securities
Florida
$215K +$215K +6,630 New
APW
173
Atlantic Private Wealth
North Carolina
$209K – – –
CPA
174
Clear Point Advisors
New York
$206K +$206K +6,373 New
MF
175
Meridian Financial
Massachusetts
$202K +$202K +6,231 New
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