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Franklin International Low Volatility High Dividend Index ETF

167 hedge funds and large institutions have $920M invested in Franklin International Low Volatility High Dividend Index ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

81% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 43

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

11% more funds holding

Funds holding: 150167 (+17)

10% more capital invested

Capital invested by funds: $838M → $920M (+$82.1M)

0.26% less ownership

Funds ownership: 63.12%62.86% (-0.26%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $76K

Holders
167
Holders Change
+17
Holders Change %
+11.33%
% of All Funds
2.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
37
Increased
78
Reduced
43
Closed
15
Calls
Puts
$76K
Net Calls
-$76K
Net Calls Change
-$76K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$124M +$29.4M +950,513 +30%
Morgan Stanley
2
Morgan Stanley
New York
$68.6M +$4.82M +155,580 +7%
Bank of America
3
Bank of America
North Carolina
$58.4M +$5.25M +169,586 +10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$45M -$11.9M -384,401 -21%
Raymond James Financial
5
Raymond James Financial
Florida
$43.5M +$44.2M +1,426,287 New
Wells Fargo
6
Wells Fargo
California
$38.6M +$6.26M +202,100 +19%
GVAG
7
Great Valley Advisor Group
Delaware
$34M +$3.2M +103,238 +10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$32.5M +$5.65M +182,319 +21%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$32.3M +$1.61M +51,901 +5%
UBS Group
10
UBS Group
Switzerland
$30M +$1.02M +32,992 +3%
Stifel Financial
11
Stifel Financial
Missouri
$27.4M -$1.27M -40,870 -4%
Ameriprise
12
Ameriprise
Minnesota
$25.8M +$6.43M +207,813 +33%
HighTower Advisors
13
HighTower Advisors
Illinois
$25M +$908K +29,331 +4%
IWS
14
Insight Wealth Strategies
California
$18.5M +$662K +21,388 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
$17.4M -$3.51M -113,233 -17%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$13.7M +$4.94M +159,546 +55%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$13.7M +$6M +193,750 +76%
FAM
18
Frontier Asset Management
Wyoming
$12.5M -$940K -30,357 -7%
SWM
19
SK Wealth Management
Rhode Island
$12.4M +$38.6K +1,247 +0.3%
MML Investors Services
20
MML Investors Services
Massachusetts
$12.1M -$1.42M -45,746 -10%
CWG
21
Cornerstone Wealth Group
North Carolina
$10.9M +$64.5K +2,083 +0.6%
PFPT
22
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.1M +$1.65M +53,367 +19%
CMA
23
Cedar Mountain Advisors
Oregon
$10M -$19.8K -639 -0.2%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$8.65M +$1.1M +35,616 +14%
PAG
25
Private Advisor Group
New Jersey
$8.18M +$1.24M +39,932 +17%