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Franklin International Low Volatility High Dividend Index ETF

122 hedge funds and large institutions have $535M invested in Franklin International Low Volatility High Dividend Index ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 32 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

84% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 32

24% more capital invested

Capital invested by funds: $431M → $535M (+$105M)

13% more funds holding

Funds holding: 108122 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.68% less ownership

Funds ownership: 65.73%64.05% (-1.7%)

Holders
122
Holders Change
+14
Holders Change %
+12.96%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
59
Reduced
32
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$63.1M +$7.23M +254,770 +14%
Bank of America
2
Bank of America
North Carolina
$58.4M +$6.15M +216,951 +12%
Morgan Stanley
3
Morgan Stanley
New York
$46.4M -$26.8M -944,477 -38%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$24.8M +$21.9M +771,029 +1,229%
Stifel Financial
5
Stifel Financial
Missouri
$22.3M +$2.84M +100,191 +15%
GVAG
6
Great Valley Advisor Group
Delaware
$20.9M +$3.68M +129,737 +23%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$19.2M +$4.59M +161,979 +34%
HighTower Advisors
8
HighTower Advisors
Illinois
$17.7M +$1.76M +61,916 +12%
Osaic Holdings
9
Osaic Holdings
Arizona
$16.4M +$1.69M +59,654 +12%
UBS Group
10
UBS Group
Switzerland
$13.8M +$375K +13,232 +3%
CA
11
Cetera Advisors
Colorado
$13.5M +$859K +30,281 +7%
IWS
12
Insight Wealth Strategies
California
$12.7M +$12.1M +425,272 New
Jane Street
13
Jane Street
New York
$12.1M +$5.44M +191,757 +89%
MML Investors Services
14
MML Investors Services
Massachusetts
$10.3M -$1.27M -44,813 -12%
CMA
15
Cedar Mountain Advisors
Oregon
$8.86M +$121K +4,255 +1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$8.33M -$1.37M -48,280 -15%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$7.74M +$1.89M +66,782 +35%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7.5M +$798K +28,117 +13%
Ameriprise
19
Ameriprise
Minnesota
$7.45M +$6.36M +224,173 +863%
PAG
20
Private Advisor Group
New Jersey
$7.22M -$300K -10,592 -4%
CAN
21
Cetera Advisor Networks
California
$6.8M +$1.84M +64,910 +40%
PFPT
22
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.57M +$1.02M +35,807 +19%
AI
23
Atria Investments
North Carolina
$6.32M -$4.98M -175,491 -45%
RJA
24
Raymond James & Associates
Florida
$5.61M +$259K +9,122 +5%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$5.17M +$1.79M +63,175 +57%