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Franklin International Low Volatility High Dividend Index ETF

232 hedge funds and large institutions have $1.83B invested in Franklin International Low Volatility High Dividend Index ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 132 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 43

100% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 22

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

26% more capital invested

Capital invested by funds: $1.45B → $1.83B (+$377M)

9% more funds holding

Funds holding: 212232 (+20)

3.01% more ownership

Funds ownership: 63.83%66.84% (+3%)

Holders
232
Holders Change
+20
Holders Change %
+9.43%
% of All Funds
3.05%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
44
Increased
132
Reduced
43
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$258M +$49M +1,526,683 +24%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$119M +$32.8M +1,023,053 +39%
Morgan Stanley
3
Morgan Stanley
New York
$106M +$17.6M +549,164 +20%
Bank of America
4
Bank of America
North Carolina
$91.4M +$20.8M +648,590 +30%
AssetMark Inc
5
AssetMark Inc
California
$84.6M +$2.98M +92,976 +4%
Wells Fargo
6
Wells Fargo
California
$72.6M +$1.34M +41,666 +2%
Raymond James Financial
7
Raymond James Financial
Florida
$63.8M +$4.49M +140,022 +8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$54.8M +$4.87M +151,691 +10%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$54.7M +$16.9M +525,865 +46%
Ameriprise
10
Ameriprise
Minnesota
$52.6M +$17.4M +543,539 +51%
Osaic Holdings
11
Osaic Holdings
Arizona
$45.9M +$20.3M +633,198 +81%
GVAG
12
Great Valley Advisor Group
Delaware
$45.8M +$5.4M +168,296 +14%
UBS Group
13
UBS Group
Switzerland
$39.9M +$4.62M +143,967 +13%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$37.8M +$1.18M +36,775 +3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$36.2M +$29.8M +928,616 +502%
Stifel Financial
16
Stifel Financial
Missouri
$31M +$944K +29,427 +3%
HighTower Advisors
17
HighTower Advisors
Illinois
$30M +$2.2M +68,706 +8%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$25.8M +$7.73M +240,892 +44%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$24.7M +$7.17M +223,439 +42%
IWS
20
Insight Wealth Strategies
California
$23.5M -$1.25K -39 -0%
Jane Street
21
Jane Street
New York
$23.4M +$11.5M +357,678 +99%
PAG
22
Private Advisor Group
New Jersey
$22.2M +$12.9M +400,693 +143%
MML Investors Services
23
MML Investors Services
Massachusetts
$18.3M +$2.32M +72,355 +15%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$18.1M +$4.41M +137,390 +33%
FAM
25
Frontier Asset Management
Wyoming
$14.8M +$1.85M +57,593 +15%

LVHI Hedge Fund Activity: Q2 2025 in Review

232 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Franklin International Low Volatility High Dividend Index ETF (LVHI) for Q2 2025, worth a combined $1.83B — up 26% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new LVHI positions and 22 closed out — a net gain of 22 holders — while 132 added to existing stakes and 43 trimmed.

The largest buyer was LPL Financial, adding an estimated $49M. The largest seller was Elevation Capital Advisory, exiting entirely with an estimated $10.6M sold.

  • 232 institutional investors held Franklin International Low Volatility High Dividend Index ETF (LVHI) as of Q2 2025, up from 212 in Q1 2025.
  • Funds reported $1.83B of Franklin International Low Volatility High Dividend Index ETF stock for Q2 2025, up 26% quarter-over-quarter.
  • 44 funds opened new Franklin International Low Volatility High Dividend Index ETF positions in Q2 2025 and 22 closed out, a net change of +22 holders.
  • The largest Franklin International Low Volatility High Dividend Index ETF buyer in Q2 2025 was LPL Financial, an estimated $49M added.
  • The largest Franklin International Low Volatility High Dividend Index ETF seller in Q2 2025 was Elevation Capital Advisory, an estimated $10.6M sold.

Based on aggregated 13F filings for Q2 2025.