Franklin Income Equity Focus ETF
INCE
35 hedge funds and large institutions have $88.3M invested in Franklin Income Equity Focus ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 2 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
3% more funds holding
Funds holding: 34 → 35 (+1)
2.18% less ownership
Funds ownership: 75.52% → 73.34% (-2.2%)
5% less capital invested
Capital invested by funds: $93.1M → $88.3M (-$4.77M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.55M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.3M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$709K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$317K |
| 5 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$310K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.48M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$998K |
| 3 |
AIC
Ayalon Insurance Company
Ramat Gan,
Israel
|
-$577K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$358K |
| 5 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$340K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Koshinski Asset Management
Decatur,
Illinois
| $238K | – | – | – |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $153K | – | – | – |
|
|
HI
28
Harbour Investments
Madison,
Wisconsin
| $141K | – | – | – |
|
|
AAP
29
Arax Advisory Partners
Denver,
Colorado
| $73K | +$366 | +8 | +0.5% |
|
|
TWC
30
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $26.4K | – | – | – |
|
31
Morgan Stanley
New York
| $20K | -$6.17K | -135 | -22% |
|
|
ADL
32
Asset Dedication LLC
San Francisco,
California
| $4K | +$4.12K | +90 | New |
|
|
TCWA
33
Ten Capital Wealth Advisors
Spokane,
Washington
| $2K | +$1.78K | +39 | New |
|
34
UBS Group
Zurich,
Switzerland
| $1K | -$18.8K | -412 | -92% |
|
|
WWA
35
WCG Wealth Advisors
Las Vegas,
Nevada
| – | -$340K | -7,728 | Closed |
|
|
EH
36
Equitable Holdings
New York
| – | -$240K | -5,458 | Closed |
|
INCE Hedge Fund Activity: Q3 2022 in Review
35 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q3 2022, worth a combined $88.3M — down 5.1% from $93.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new INCE positions and 2 closed out — a net gain of 1 holder — while 14 added to existing stakes and 9 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.55M. The largest seller was LPL Financial, cutting an estimated $1.48M.
- 35 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q3 2022, up from 34 in Q2 2022.
- Funds reported $88.3M of Franklin Income Equity Focus ETF stock for Q3 2022, down 5.1% quarter-over-quarter.
- 3 funds opened new Franklin Income Equity Focus ETF positions in Q3 2022 and 2 closed out, a net change of +1 holder.
- The largest Franklin Income Equity Focus ETF buyer in Q3 2022 was Citadel Advisors, an estimated $1.55M added.
- The largest Franklin Income Equity Focus ETF seller in Q3 2022 was LPL Financial, an estimated $1.48M sold.
Based on aggregated 13F filings for Q3 2022.