Franklin International Low Volatility High Dividend Index ETF
LVHI
212 hedge funds and large institutions have $1.45B invested in Franklin International Low Volatility High Dividend Index ETF in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 36 reducing their positions, and 12 closing their positions.
408% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 12
178% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 36
58% more capital invested
Capital invested by funds: $920M → $1.45B (+$535M)
27% more funds holding
Funds holding: 167 → 212 (+45)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
0.97% more ownership
Funds ownership: 62.86% → 63.83% (+0.97%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$79.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$73.6M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$68.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$29.3M |
| 5 |
Morgan Stanley
New York
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMG
Smart Money Group
Eastland,
Texas
|
-$2.48M |
| 2 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
-$1.38M |
| 3 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$769K |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$701K |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$568K |
LVHI Hedge Fund Activity: Q1 2025 in Review
212 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q1 2025, worth a combined $1.45B — up 58% from $920M a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new LVHI positions and 12 closed out — a net gain of 49 holders — while 100 added to existing stakes and 36 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $79.5M. The largest seller was Smart Money Group, exiting entirely with an estimated $2.48M sold.
- 212 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q1 2025, up from 167 in Q4 2024.
- Funds reported $1.45B of Franklin International Low Volatility High Dividend Index ETF stock for Q1 2025, up 58% quarter-over-quarter.
- 61 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q1 2025 and 12 closed out, a net change of +49 holders.
- The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q1 2025 was AssetMark Inc, an estimated $79.5M added.
- The largest Franklin International Low Volatility High Dividend Index ETF seller in Q1 2025 was Smart Money Group, an estimated $2.48M sold.
Based on aggregated 13F filings for Q1 2025.