Franklin Income Equity Focus ETF
INCE
34 hedge funds and large institutions have $93.1M invested in Franklin Income Equity Focus ETF in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 34 → 34 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
1.83% less ownership
Funds ownership: 77.35% → 75.52% (-1.8%)
11% less capital invested
Capital invested by funds: $104M → $93.1M (-$11.4M)
13% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.85M |
| 2 |
AIC
Ayalon Insurance Company
Ramat Gan,
Israel
|
+$408K |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$240K |
| 4 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$232K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$150K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.97M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$688K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$482K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$475K |
| 5 |
DBT
Dubuque Bank & Trust
Dubuque,
Iowa
|
-$470K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Koshinski Asset Management
Decatur,
Illinois
| $253K | -$32.5K | -700 | -11% |
|
|
EH
27
Equitable Holdings
New York
| $240K | -$168K | -3,613 | -40% |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $153K | – | – | – |
|
|
HI
29
Harbour Investments
Madison,
Wisconsin
| $141K | +$148K | +3,200 | New |
|
|
AAP
30
Arax Advisory Partners
Denver,
Colorado
| $77K | +$325 | +7 | +0.4% |
|
|
TWC
31
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $27.5K | – | – | – |
|
32
Morgan Stanley
New York
| $27K | +$6.26K | +135 | +29% |
|
33
UBS Group
Zurich,
Switzerland
| $20K | +$8.62K | +186 | +72% |
|
|
34
Citadel Advisors
Miami,
Florida
| – | -$1.97M | -40,156 | Closed |
|
|
35
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$482K | -9,809 | Closed |
|
INCE Hedge Fund Activity: Q2 2022 in Review
34 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q2 2022, worth a combined $93.1M — down 11% from $104M a quarter earlier.
Fund positioning in INCE was balanced in Q2 2022: 2 funds opened new positions, 2 closed out, 13 added to existing stakes and 15 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.85M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.97M sold.
- 34 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $93.1M of Franklin Income Equity Focus ETF stock for Q2 2022, down 11% quarter-over-quarter.
- 2 funds opened new Franklin Income Equity Focus ETF positions in Q2 2022 and 2 closed out, a net change of 0 holders.
- The largest Franklin Income Equity Focus ETF buyer in Q2 2022 was LPL Financial, an estimated $2.85M added.
- The largest Franklin Income Equity Focus ETF seller in Q2 2022 was Citadel Advisors, an estimated $1.97M sold.
Based on aggregated 13F filings for Q2 2022.