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Franklin International Low Volatility High Dividend Index ETF

76 hedge funds and large institutions have $257M invested in Franklin International Low Volatility High Dividend Index ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

127% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 15

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

42% more capital invested

Capital invested by funds: $181M → $257M (+$75.6M)

19% more funds holding

Funds holding: 6476 (+12)

10.94% less ownership

Funds ownership: 84.06%73.12% (-11%)

Holders
76
Holders Change
+12
Holders Change %
+18.75%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
34
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$25.2M +$3.69M +138,510 +17%
Morgan Stanley
2
Morgan Stanley
New York
$20.5M +$7.22M +270,934 +55%
AI
3
Atria Investments
North Carolina
$16.7M +$16.5M +620,047 New
CAG
4
Csenge Advisory Group
Florida
$14.9M +$6.56M +246,051 +80%
LPL Financial
5
LPL Financial
California
$14.4M +$5.46M +204,604 +62%
BFS
6
Bard Financial Services
Connecticut
$11.9M -$2.03M -76,250 -15%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$11.8M +$87.6K +3,284 +0.8%
UBS Group
8
UBS Group
Switzerland
$11.8M +$2.35M +88,102 +25%
Stifel Financial
9
Stifel Financial
Missouri
$11M +$9.9M +371,214 +1,017%
Osaic Holdings
10
Osaic Holdings
Arizona
$8.04M +$878K +32,919 +12%
GVAG
11
Great Valley Advisor Group
Delaware
$7.84M +$7.76M +290,866 New
CMA
12
Cedar Mountain Advisors
Oregon
$7.66M +$23.4K +877 +0.3%
RJA
13
Raymond James & Associates
Florida
$6.75M +$2.31M +86,671 +53%
T
14
TCWP
Ohio
$6.44M +$6.37M +239,042 New
CA
15
Cetera Advisors
Colorado
$6.06M +$2.08M +78,111 +53%
FANJ
16
Financial Architects (New Jersey)
New Jersey
$6.03M +$1.72M +64,320 +40%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.83M -$3.21M -120,459 -40%
SIA
18
SkyView Investment Advisors
New Jersey
$4.05M +$570K +21,389 +17%
FCAG
19
First Capital Advisors Group
New Jersey
$4.05M +$570K +21,389 +17%
CWG
20
Cornerstone Wealth Group
North Carolina
$3.94M +$687K +25,778 +21%
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.88M +$130K +4,879 +4%
MML Investors Services
22
MML Investors Services
Massachusetts
$3.81M +$984K +36,912 +35%
Jane Street
23
Jane Street
New York
$3.31M -$2.54M -95,335 -44%
TC
24
Trilogy Capital
California
$2.64M +$282K +10,573 +12%
AWS
25
Atria Wealth Solutions
New York
$2.55M +$645K +24,179 +35%