Franklin Income Equity Focus ETF
INCE
26 hedge funds and large institutions have $99.5M invested in Franklin Income Equity Focus ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 4 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
6% more capital invested
Capital invested by funds: $94.1M → $99.5M (+$5.43M)
4.88% more ownership
Funds ownership: 67.16% → 72.03% (+4.9%)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
4% less funds holding
Funds holding: 27 → 26 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DBT
Dubuque Bank & Trust
Dubuque,
Iowa
|
+$10.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.01M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.24M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$392K |
| 5 |
AIC
Ayalon Insurance Company
Ramat Gan,
Israel
|
+$321K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.65M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.27M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$538K |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$380K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
-$104K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CTC
26
Central Trust Company
Jefferson City,
Missouri
| $29K | +$28.8K | +629 | New |
|
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$538K | -12,298 | Closed |
|
|
SFS
28
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$380K | -8,207 | Closed |
|
|
PFGIA
29
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$8K | -345 | Closed |
|
30
UBS Group
Zurich,
Switzerland
| – | -$9K | -213 | Closed |
|
INCE Hedge Fund Activity: Q2 2021 in Review
26 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q2 2021, worth a combined $99.5M — up 5.8% from $94.1M a quarter earlier.
Fund positioning in INCE was balanced in Q2 2021: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 7 trimmed.
The largest buyer was Dubuque Bank & Trust, opening a new position worth an estimated $10.4M. The largest seller was Royal Bank of Canada, cutting an estimated $7.65M.
- 26 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q2 2021, down from 27 in Q1 2021.
- Funds reported $99.5M of Franklin Income Equity Focus ETF stock for Q2 2021, up 5.8% quarter-over-quarter.
- 4 funds opened new Franklin Income Equity Focus ETF positions in Q2 2021 and 4 closed out, a net change of 0 holders.
- The largest Franklin Income Equity Focus ETF buyer in Q2 2021 was Dubuque Bank & Trust, an estimated $10.4M added.
- The largest Franklin Income Equity Focus ETF seller in Q2 2021 was Royal Bank of Canada, an estimated $7.65M sold.
Based on aggregated 13F filings for Q2 2021.