Franklin Income Equity Focus ETF
INCE
32 hedge funds and large institutions have $104M invested in Franklin Income Equity Focus ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 13
1.78% less ownership
Funds ownership: 74.65% → 72.86% (-1.8%)
3% less funds holding
Funds holding: 33 → 32 (-1)
18% less capital invested
Capital invested by funds: $126M → $104M (-$22.4M)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.61M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$773K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$341K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$286K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$9.36M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.75M |
| 3 |
LPL Financial
San Diego,
California
|
-$5.29M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$1.44M |
| 5 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$444K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
26
Ayalon Insurance Company
Ramat Gan,
Israel
| $211K | – | – | – |
|
|
HI
27
Harbour Investments
Madison,
Wisconsin
| $109K | -$30.6K | -621 | -21% |
|
|
AAP
28
Arax Advisory Partners
Denver,
Colorado
| $85.3K | +$443 | +9 | +0.5% |
|
|
PTC
29
Private Trust Company
Cleveland,
Ohio
| $17.5K | -$738 | -15 | -4% |
|
30
UBS Group
Zurich,
Switzerland
| $5.5K | -$2.12K | -43 | -27% |
|
|
FFA
31
Farther Finance Advisors
San Francisco,
California
| $2.89K | – | – | – |
|
32
Wells Fargo
San Francisco,
California
| $38 | – | – | – |
|
33
Koshinski Asset Management
Decatur,
Illinois
| – | -$210K | -4,280 | Closed |
|
|
TWC
34
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$30.2K | -619 | Closed |
|
INCE Hedge Fund Activity: Q3 2023 in Review
32 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q3 2023, worth a combined $104M — down 18% from $126M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of INCE and 1 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 13 added.
The largest buyer was Osaic Holdings, adding an estimated $2.1M. The largest seller was Money Concepts Capital, cutting an estimated $9.36M.
- 32 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q3 2023, down from 33 in Q2 2023.
- Funds reported $104M of Franklin Income Equity Focus ETF stock for Q3 2023, down 18% quarter-over-quarter.
- 1 fund opened new Franklin Income Equity Focus ETF positions in Q3 2023 and 2 closed out, a net change of -1 holder.
- The largest Franklin Income Equity Focus ETF buyer in Q3 2023 was Osaic Holdings, an estimated $2.1M added.
- The largest Franklin Income Equity Focus ETF seller in Q3 2023 was Money Concepts Capital, an estimated $9.36M sold.
Based on aggregated 13F filings for Q3 2023.