We are live on ! Find out more
INCE

Franklin Income Equity Focus ETF

41 hedge funds and large institutions have $74.1M invested in Franklin Income Equity Focus ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

5% more funds holding

Funds holding: 3941 (+2)

2.41% more ownership

Funds ownership: 66.41%68.82% (+2.4%)

7% less capital invested

Capital invested by funds: $79.8M → $74.1M (-$5.73M)

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$217K -$14.9K -280 -7%
KAS
27
Kestra Advisory Services
Texas
$207K -$244K -4,566 -54%
GRP
28
Global Retirement Partners
California
$183K +$109K +2,035 +150%
PS
29
Principal Securities
Iowa
$180K -$70.8K -1,328 -28%
T
30
Tidemark
California
$138K -$12K -225 -8%
HI
31
Harbour Investments
Wisconsin
$135K
AAP
32
Arax Advisory Partners
Colorado
$97.8K
US Bancorp
33
US Bancorp
Minnesota
$74.4K -$6.83K -128 -8%
AF
34
Allworth Financial
California
$61.3K -$480 -9 -0.8%
PTC
35
Private Trust Company
Ohio
$41.6K
AssetMark Inc
36
AssetMark Inc
California
$23.4K +$23.2K +435 New
Franklin Resources
37
Franklin Resources
California
$12.2K -$28.6K -536 -70%
IAIM
38
International Assets Investment Management
Florida
$3.66K +$3.63K +68 New
FFA
39
Farther Finance Advisors
California
$3.27K
CB
40
Chris Bulman
California
$2.15K +$2.13K +40 New
Morgan Stanley
41
Morgan Stanley
New York
$85
Wells Fargo
42
Wells Fargo
California
$26
KCFA
43
Key Client Fiduciary Advisors
New Jersey
-$2.29M -41,966 Closed
OC
44
OxenFree Capital
Florida
-$735K -13,439 Closed
EH
45
Equitable Holdings
New York
-$225K -4,120 Closed
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
-$222K -4,065 Closed
UBS Group
47
UBS Group
Switzerland
-$164 -3 Closed

INCE Hedge Fund Activity: Q2 2024 in Review

41 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q2 2024, worth a combined $74.1M — down 7.2% from $79.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new INCE positions and 5 closed out — a net gain of 3 holders — while 8 added to existing stakes and 17 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.82M. The largest seller was Central Trust Company, cutting an estimated $2.86M.

  • 41 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q2 2024, up from 39 in Q1 2024.
  • Funds reported $74.1M of Franklin Income Equity Focus ETF stock for Q2 2024, down 7.2% quarter-over-quarter.
  • 8 funds opened new Franklin Income Equity Focus ETF positions in Q2 2024 and 5 closed out, a net change of +3 holders.
  • The largest Franklin Income Equity Focus ETF buyer in Q2 2024 was Raymond James Financial Services Advisors, an estimated $1.82M added.
  • The largest Franklin Income Equity Focus ETF seller in Q2 2024 was Central Trust Company, an estimated $2.86M sold.

Based on aggregated 13F filings for Q2 2024.