Franklin Income Equity Focus ETF
INCE
26 hedge funds and large institutions have $95.1M invested in Franklin Income Equity Focus ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
13% more funds holding
Funds holding: 23 → 26 (+3)
11% more capital invested
Capital invested by funds: $85.9M → $95.1M (+$9.23M)
1.12% more ownership
Funds ownership: 73.85% → 74.96% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.13M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$810K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$428K |
| 4 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
+$381K |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$376K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.13M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$212K |
| 3 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$176K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$58.2K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$19.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Stifel Financial
St. Louis,
Missouri
| – | -$212K | -5,452 | Closed |
|
|
FHA
27
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$176K | -4,544 | Closed |
|
INCE Hedge Fund Activity: Q4 2020 in Review
26 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q4 2020, worth a combined $95.1M — up 11% from $85.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new INCE positions and 2 closed out — a net gain of 4 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $2.13M. The largest seller was Osaic Holdings, cutting an estimated $7.13M.
- 26 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q4 2020, up from 23 in Q3 2020.
- Funds reported $95.1M of Franklin Income Equity Focus ETF stock for Q4 2020, up 11% quarter-over-quarter.
- 6 funds opened new Franklin Income Equity Focus ETF positions in Q4 2020 and 2 closed out, a net change of +4 holders.
- The largest Franklin Income Equity Focus ETF buyer in Q4 2020 was Cetera Investment Advisers, an estimated $2.13M added.
- The largest Franklin Income Equity Focus ETF seller in Q4 2020 was Osaic Holdings, an estimated $7.13M sold.
Based on aggregated 13F filings for Q4 2020.