Franklin Income Equity Focus ETF
INCE
27 hedge funds and large institutions have $94M invested in Franklin Income Equity Focus ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 1 closing their positions.
260% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 5
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
4% more funds holding
Funds holding: 26 → 27 (+1)
0.2% less ownership
Funds ownership: 72.03% → 71.83% (-0.2%)
6% less capital invested
Capital invested by funds: $99.5M → $94M (-$5.51M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIC
Ayalon Insurance Company
Ramat Gan,
Israel
|
+$4.06M |
| 2 |
Goldman Sachs
New York
|
+$796K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$720K |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$707K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$351K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$6.75M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.19M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.3M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.11M |
| 5 |
Morgan Stanley
New York
|
-$24.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Morgan Stanley
New York
| $22K | -$24.9K | -517 | -52% |
|
|
27
Citadel Advisors
Miami,
Florida
| – | -$2.3M | -49,066 | Closed |
|
28
Wells Fargo
San Francisco,
California
| – | +$48 | +1 | New |
|
INCE Hedge Fund Activity: Q3 2021 in Review
27 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q3 2021, worth a combined $94M — down 5.5% from $99.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new INCE positions and 1 closed out — a net gain of 1 holder — while 18 added to existing stakes and 5 trimmed.
The largest buyer was Ayalon Insurance Company, adding an estimated $4.06M. The largest seller was Franklin Resources, cutting an estimated $6.75M.
- 27 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q3 2021, up from 26 in Q2 2021.
- Funds reported $94M of Franklin Income Equity Focus ETF stock for Q3 2021, down 5.5% quarter-over-quarter.
- 2 funds opened new Franklin Income Equity Focus ETF positions in Q3 2021 and 1 closed out, a net change of +1 holder.
- The largest Franklin Income Equity Focus ETF buyer in Q3 2021 was Ayalon Insurance Company, an estimated $4.06M added.
- The largest Franklin Income Equity Focus ETF seller in Q3 2021 was Franklin Resources, an estimated $6.75M sold.
Based on aggregated 13F filings for Q3 2021.