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INCE

Franklin Income Equity Focus ETF
INCE

39 hedge funds and large institutions have $79.8M invested in Franklin Income Equity Focus ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

2% more capital invested

Capital invested by funds: $78.6M → $79.8M (+$1.27M)

0% more funds holding

Funds holding: 39 → 39 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

1.19% less ownership

Funds ownership: 67.6% → 66.41% (-1.2%)

Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.02M
2
FGA
Fortis Group Advisors
New Jersey
+$949K
3
Goldman Sachs
Goldman Sachs
New York
+$886K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$691K
5
CA
Cetera Advisors
Colorado
+$574K

Top Sellers

Rank Fund Capital Flow
1
GRP
Global Retirement Partners
California
-$3.21M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.64M
3
FFN
Focus Financial Network
Minnesota
-$1.46M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$461K
5
CTC
Central Trust Company
Missouri
-$345K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
26
Mariner
Kansas
$235K -$150K -2,842 -40%
EH
27
Equitable Holdings
New York
$225K +$10.6K +200 +5%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$222K +$215K +4,065 New
T
29
Tidemark
California
$152K -$302K -5,711 -67%
HI
30
Harbour Investments
Wisconsin
$137K – – –
AAP
31
Arax Advisory Partners
Colorado
$99.3K +$317 +6 +0.3%
US Bancorp
32
US Bancorp
Minnesota
$82.5K -$59.2K -1,122 -43%
GRP
33
Global Retirement Partners
California
$74.1K -$3.21M -60,881 -98%
AF
34
Allworth Financial
California
$61.3K +$59.2K +1,122 New
PTC
35
Private Trust Company
Ohio
$42.2K +$21.3K +403 +109%
Franklin Resources
36
Franklin Resources
California
$41.7K +$792 +15 +2%
FFA
37
Farther Finance Advisors
California
$3.31K – – –
UBS Group
38
UBS Group
Switzerland
$164 -$8.71K -165 -98%
Morgan Stanley
39
Morgan Stanley
New York
$80 +$53 +1 New
Wells Fargo
40
Wells Fargo
California
$26 – – –
FFN
41
Focus Financial Network
Minnesota
– -$1.46M -28,351 Closed
Citadel Advisors
42
Citadel Advisors
Florida
– -$343K -6,637 Closed
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
– -$276K -5,350 Closed
GWM
44
Geneos Wealth Management
Colorado
– -$98.2K -1,900 Closed
1
2

INCE Hedge Fund Activity: Q1 2024 in Review

39 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q1 2024, worth a combined $79.8M — up 1.6% from $78.6M a quarter earlier.

Fund positioning in INCE was balanced in Q1 2024: 4 funds opened new positions, 4 closed out, 17 added to existing stakes and 15 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.02M. The largest seller was Global Retirement Partners, cutting an estimated $3.21M.

  • 39 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $79.8M of Franklin Income Equity Focus ETF stock for Q1 2024, up 1.6% quarter-over-quarter.
  • 4 funds opened new Franklin Income Equity Focus ETF positions in Q1 2024 and 4 closed out, a net change of 0 holders.
  • The largest Franklin Income Equity Focus ETF buyer in Q1 2024 was LPL Financial, an estimated $1.02M added.
  • The largest Franklin Income Equity Focus ETF seller in Q1 2024 was Global Retirement Partners, an estimated $3.21M sold.

Based on aggregated 13F filings for Q1 2024.