Franklin Income Equity Focus ETF
INCE
27 hedge funds and large institutions have $94.1M invested in Franklin Income Equity Focus ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
4% more funds holding
Funds holding: 26 → 27 (+1)
1% less capital invested
Capital invested by funds: $95.1M → $94.1M (-$1.06M)
7.81% less ownership
Funds ownership: 74.96% → 67.16% (-7.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
+$493K |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$466K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$453K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$338K |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$238K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.71M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.45M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.44M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$212K |
| 5 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
-$140K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $9K | – | – | – |
|
|
PFGIA
27
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $8K | +$5.1K | +120 | +53% |
|
28
Wells Fargo
San Francisco,
California
| – | -$42 | -1 | Closed |
|
INCE Hedge Fund Activity: Q1 2021 in Review
27 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q1 2021, worth a combined $94.1M — down 1.1% from $95.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new INCE positions and 1 closed out — a net gain of 2 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was Equitable Holdings, opening a new position worth an estimated $493K. The largest seller was Osaic Holdings, cutting an estimated $3.71M.
- 27 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q1 2021, up from 26 in Q4 2020.
- Funds reported $94.1M of Franklin Income Equity Focus ETF stock for Q1 2021, down 1.1% quarter-over-quarter.
- 3 funds opened new Franklin Income Equity Focus ETF positions in Q1 2021 and 1 closed out, a net change of +2 holders.
- The largest Franklin Income Equity Focus ETF buyer in Q1 2021 was Equitable Holdings, an estimated $493K added.
- The largest Franklin Income Equity Focus ETF seller in Q1 2021 was Osaic Holdings, an estimated $3.71M sold.
Based on aggregated 13F filings for Q1 2021.