Franklin Income Equity Focus ETF
INCE
34 hedge funds and large institutions have $104M invested in Franklin Income Equity Focus ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
10% more funds holding
Funds holding: 31 → 34 (+3)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
2.37% less ownership
Funds ownership: 79.71% → 77.35% (-2.4%)
9% less capital invested
Capital invested by funds: $115M → $104M (-$10.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$2.56M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$1.12M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$527K |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$490K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$474K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.89M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$3.19M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.29M |
| 4 |
AIC
Ayalon Insurance Company
Ramat Gan,
Israel
|
-$355K |
| 5 |
DBT
Dubuque Bank & Trust
Dubuque,
Iowa
|
-$177K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Koshinski Asset Management
Decatur,
Illinois
| $317K | -$4.84K | -100 | -2% |
|
|
CA
27
Cetera Advisors
Denver,
Colorado
| $254K | – | – | – |
|
|
WA
28
Win Advisors
Palm Beach Gardens,
Florida
| $177K | -$3.19M | -65,912 | -95% |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $153K | +$238K | +4,913 | New |
|
|
AAP
30
Arax Advisory Partners
Denver,
Colorado
| $86K | +$97 | +2 | +0.1% |
|
|
TWC
31
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $30.6K | +$29.9K | +619 | New |
|
32
Morgan Stanley
New York
| $23K | – | – | – |
|
33
UBS Group
Zurich,
Switzerland
| $13K | +$12.6K | +260 | New |
|
34
US Bancorp
Minneapolis,
Minnesota
| – | -$40K | -773 | Closed |
|
INCE Hedge Fund Activity: Q1 2022 in Review
34 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q1 2022, worth a combined $104M — down 8.9% from $115M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new INCE positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 11 trimmed.
The largest buyer was Money Concepts Capital, adding an estimated $2.56M. The largest seller was Commonwealth Equity Services, cutting an estimated $4.89M.
- 34 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q1 2022, up from 31 in Q4 2021.
- Funds reported $104M of Franklin Income Equity Focus ETF stock for Q1 2022, down 8.9% quarter-over-quarter.
- 6 funds opened new Franklin Income Equity Focus ETF positions in Q1 2022 and 2 closed out, a net change of +4 holders.
- The largest Franklin Income Equity Focus ETF buyer in Q1 2022 was Money Concepts Capital, an estimated $2.56M added.
- The largest Franklin Income Equity Focus ETF seller in Q1 2022 was Commonwealth Equity Services, an estimated $4.89M sold.
Based on aggregated 13F filings for Q1 2022.