Franklin Income Equity Focus ETF
INCE
31 hedge funds and large institutions have $115M invested in Franklin Income Equity Focus ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
22% more capital invested
Capital invested by funds: $94M → $115M (+$20.7M)
15% more funds holding
Funds holding: 27 → 31 (+4)
7.88% more ownership
Funds ownership: 71.83% → 79.71% (+7.9%)
57% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.43M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.49M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.82M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$255K |
| 5 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$254K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$6.23M |
| 2 |
AIC
Ayalon Insurance Company
Ramat Gan,
Israel
|
-$2.3M |
| 3 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
-$1.32M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$869K |
| 5 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$723K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Harbour Investments
Madison,
Wisconsin
| $141K | -$106K | -2,159 | -44% |
|
|
AAP
27
Arax Advisory Partners
Denver,
Colorado
| $90K | +$444 | +9 | +0.5% |
|
28
US Bancorp
Minneapolis,
Minnesota
| $40K | – | – | – |
|
29
Morgan Stanley
New York
| $24K | – | – | – |
|
|
WWM
30
WT Wealth Management
Scottsdale,
Arizona
| – | -$1.32M | -28,287 | Closed |
|
|
FHA
31
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$203K | -4,345 | Closed |
|
32
Fidelity Investments
Boston,
Massachusetts
| – | +$49 | +1 | New |
|
INCE Hedge Fund Activity: Q4 2021 in Review
31 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q4 2021, worth a combined $115M — up 22% from $94M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new INCE positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 14 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $4.43M. The largest seller was MML Investors Services, cutting an estimated $6.23M.
- 31 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q4 2021, up from 27 in Q3 2021.
- Funds reported $115M of Franklin Income Equity Focus ETF stock for Q4 2021, up 22% quarter-over-quarter.
- 6 funds opened new Franklin Income Equity Focus ETF positions in Q4 2021 and 2 closed out, a net change of +4 holders.
- The largest Franklin Income Equity Focus ETF buyer in Q4 2021 was Commonwealth Equity Services, an estimated $4.43M added.
- The largest Franklin Income Equity Focus ETF seller in Q4 2021 was MML Investors Services, an estimated $6.23M sold.
Based on aggregated 13F filings for Q4 2021.