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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 %
GWSG
201
GPS Wealth Strategies Group
Colorado
$8.46K +$324 +10 +4%
KSB
202
Kennebec Savings Bank
Maine
$5.08K +$5.08K +157 New
FAM
203
Flaharty Asset Management
Florida
$4.94K +$4.94K +153 New
HBW
204
Hazlett, Burt & Watson
West Virginia
$3K +$3K +98 New
LRWM
205
Lord & Richards Wealth Management
Colorado
$1.78K +$1.78K +55 New
DFA
206
DHJJ Financial Advisors
Illinois
$486 – – –
AF
207
Allworth Financial
California
$175 +$175 +6 New
SMG
208
Smart Money Group
Texas
– -$2.48M -81,220 Closed
WWA
209
WCG Wealth Advisors
Nevada
– -$769K -25,207 Closed
AQR Capital Management
210
AQR Capital Management
Connecticut
– -$701K -22,960 Closed
RIA
211
Regal Investment Advisors
Michigan
– -$564K -18,473 Closed
MA
212
Mutual Advisors
Nebraska
– -$422K -13,715 Closed
D.E. Shaw & Co
213
D.E. Shaw & Co
New York
– -$418K -13,681 Closed
Thrivent Financial for Lutherans
214
Thrivent Financial for Lutherans
Minnesota
– -$409K -13,408 Closed
ACA
215
Aptus Capital Advisors
Alabama
– -$297K -9,725 Closed
IAA
216
Independent Advisor Alliance
North Carolina
– -$270K -8,844 Closed
KFS
217
Kelly Financial Services
Massachusetts
– -$259K -8,502 Closed
LWM
218
LongView Wealth Management
Georgia
– -$205K -6,723 Closed
SAM
219
Synergy Asset Management
Washington
– -$30.6K -986 Closed
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