Franklin Income Equity Focus ETF
INCE
31 hedge funds and large institutions have $107M invested in Franklin Income Equity Focus ETF in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
21% more capital invested
Capital invested by funds: $88.3M → $107M (+$18.5M)
2.46% more ownership
Funds ownership: 73.34% → 75.8% (+2.5%)
11% less funds holding
Funds holding: 35 → 31 (-4)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$7.64M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.77M |
| 3 |
DBT
Dubuque Bank & Trust
Dubuque,
Iowa
|
+$1.07M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$1.01M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$808K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.85M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.41M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$198K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$15.6K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$8.19K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $147K | -$8.19K | -180 | -4% |
|
|
AAP
27
Arax Advisory Partners
Denver,
Colorado
| $82.2K | +$455 | +10 | +0.6% |
|
|
TWC
28
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $28.6K | – | – | – |
|
29
Morgan Stanley
New York
| $21.9K | – | – | – |
|
30
UBS Group
Zurich,
Switzerland
| $8.92K | +$7.23K | +159 | +468% |
|
|
TCWA
31
Ten Capital Wealth Advisors
Spokane,
Washington
| $1.8K | – | – | – |
|
|
32
Citadel Advisors
Miami,
Florida
| – | -$1.41M | -33,892 | Closed |
|
|
ADL
33
Asset Dedication LLC
San Francisco,
California
| – | -$4K | -90 | Closed |
|
34
Wells Fargo
San Francisco,
California
| – | -$45 | -1 | Closed |
|
INCE Hedge Fund Activity: Q4 2022 in Review
31 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q4 2022, worth a combined $107M — up 21% from $88.3M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of INCE and 1 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 15 added.
The largest buyer was LPL Financial, adding an estimated $7.64M. The largest seller was Royal Bank of Canada, cutting an estimated $1.85M.
- 31 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q4 2022, down from 35 in Q3 2022.
- Funds reported $107M of Franklin Income Equity Focus ETF stock for Q4 2022, up 21% quarter-over-quarter.
- 1 fund opened new Franklin Income Equity Focus ETF positions in Q4 2022 and 3 closed out, a net change of -2 holders.
- The largest Franklin Income Equity Focus ETF buyer in Q4 2022 was LPL Financial, an estimated $7.64M added.
- The largest Franklin Income Equity Focus ETF seller in Q4 2022 was Royal Bank of Canada, an estimated $1.85M sold.
Based on aggregated 13F filings for Q4 2022.