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Franklin International Low Volatility High Dividend Index ETF

150 hedge funds and large institutions have $838M invested in Franklin International Low Volatility High Dividend Index ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 73 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

135% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 31

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

35% more capital invested

Capital invested by funds: $620M → $838M (+$217M)

12% more funds holding

Funds holding: 134150 (+16)

2.57% more ownership

Funds ownership: 60.55%63.12% (+2.6%)

Holders
150
Holders Change
+16
Holders Change %
+11.94%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
30
Increased
73
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$97.1M +$11.6M +382,771 +14%
Morgan Stanley
2
Morgan Stanley
New York
$65M -$2.1M -69,103 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$57.8M +$50.7M +1,667,944 +867%
Bank of America
4
Bank of America
North Carolina
$54.2M +$1.96M +64,536 +4%
Wells Fargo
5
Wells Fargo
California
$33M +$16.1M +528,113 +99%
GVAG
6
Great Valley Advisor Group
Delaware
$31.4M +$5.17M +169,913 +20%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$31.3M +$2.53M +83,146 +9%
UBS Group
8
UBS Group
Switzerland
$29.5M +$7.11M +233,596 +33%
Stifel Financial
9
Stifel Financial
Missouri
$29.1M +$882K +28,990 +3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$27.4M +$3.37M +110,729 +14%
HighTower Advisors
11
HighTower Advisors
Illinois
$24.5M +$1.27M +41,803 +6%
Osaic Holdings
12
Osaic Holdings
Arizona
$21.2M +$1.16M +38,242 +6%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$20.1M +$4.6M +151,262 +31%
Ameriprise
14
Ameriprise
Minnesota
$19.8M +$4.51M +148,183 +30%
IWS
15
Insight Wealth Strategies
California
$18.2M +$4.51M +148,121 +34%
RJA
16
Raymond James & Associates
Florida
$17M +$2.72M +89,558 +20%
MML Investors Services
17
MML Investors Services
Massachusetts
$13.8M +$4.25M +139,771 +46%
FAM
18
Frontier Asset Management
Wyoming
$13.7M +$11.6M +381,095 +639%
SWM
19
SK Wealth Management
Rhode Island
$12.3M +$12.3M +405,369 New
Jane Street
20
Jane Street
New York
$11.7M -$2.12M -69,752 -16%
CWG
21
Cornerstone Wealth Group
North Carolina
$11M +$6.71M +220,602 +164%
CMA
22
Cedar Mountain Advisors
Oregon
$10.2M +$440K +14,457 +5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$8.97M +$897K +29,484 +11%
PFPT
24
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.59M +$485K +15,939 +6%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$7.89M +$4.8M +157,654 +164%