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Franklin International Low Volatility High Dividend Index ETF

108 hedge funds and large institutions have $431M invested in Franklin International Low Volatility High Dividend Index ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

77% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 30

15% more capital invested

Capital invested by funds: $374M → $431M (+$56.5M)

8% more funds holding

Funds holding: 100108 (+8)

0.13% more ownership

Funds ownership: 65.6%65.73% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
108
Holders Change
+8
Holders Change %
+8%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
53
Reduced
30
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$69.2M +$43.6M +1,590,250 +174%
LPL Financial
2
LPL Financial
California
$51.6M +$11.2M +406,633 +28%
Bank of America
3
Bank of America
North Carolina
$48.2M +$2.27M +82,684 +5%
Stifel Financial
4
Stifel Financial
Missouri
$17.9M +$1.6M +58,502 +10%
GVAG
5
Great Valley Advisor Group
Delaware
$15.9M +$1.35M +49,077 +9%
HighTower Advisors
6
HighTower Advisors
Illinois
$14.8M +$2.81M +102,543 +24%
Osaic Holdings
7
Osaic Holdings
Arizona
$13.6M -$97.5K -3,555 -0.7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$13.4M +$2.04M +74,407 +18%
UBS Group
9
UBS Group
Switzerland
$12.4M +$2.49M +90,687 +25%
CA
10
Cetera Advisors
Colorado
$11.7M +$985K +35,901 +9%
MML Investors Services
11
MML Investors Services
Massachusetts
$10.8M +$117K +4,282 +1%
AI
12
Atria Investments
North Carolina
$10.7M -$3.65M -133,164 -26%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$9.08M +$553K +20,160 +7%
CMA
14
Cedar Mountain Advisors
Oregon
$8.11M +$78.2K +2,852 +1%
PAG
15
Private Advisor Group
New Jersey
$6.99M +$3.63M +132,184 +110%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.19M +$116K +4,245 +2%
Jane Street
17
Jane Street
New York
$5.95M -$7.49M -272,977 -56%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.35M +$660K +24,076 +14%
PFPT
19
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.11M +$898K +32,722 +22%
RJA
20
Raymond James & Associates
Florida
$4.95M +$170K +6,195 +4%
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.55M -$75.1K -2,738 -2%
CAN
22
Cetera Advisor Networks
California
$4.52M +$1.54M +56,070 +52%
OMC
23
Old Mission Capital
Illinois
$4.21M +$295K +10,764 +8%
BAWC
24
Boyce & Associates Wealth Consulting
Texas
$3.87M +$90.8K +3,311 +2%
CWG
25
Cornerstone Wealth Group
North Carolina
$3.84M -$316K -11,518 -8%