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INCE

Franklin Income Equity Focus ETF

44 hedge funds and large institutions have $79.1M invested in Franklin Income Equity Focus ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

52% more capital invested

Capital invested by funds: $52.1M → $79.1M (+$27M)

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

16.64% more ownership

Funds ownership: 53.29%69.93% (+17%)

7% more funds holding

Funds holding: 4144 (+3)

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$307K -$12K -201 -4%
Morgan Stanley
27
Morgan Stanley
New York
$284K +$274K +4,580 +6,107%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$250K
IFG
29
Independent Financial Group
California
$212K +$3.89K +65 +2%
T
30
Tidemark
California
$152K
AAP
31
Arax Advisory Partners
Colorado
$120K -$197K -3,282 -63%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$86.3K +$84.6K +1,412 New
GRP
33
Global Retirement Partners
California
$83.2K
PTC
34
Private Trust Company
Ohio
$66.5K
JP Morgan Chase
35
JP Morgan Chase
New York
$53K
AF
36
Allworth Financial
California
$52.1K
CAL
37
Capital Analysts LLC
Pennsylvania
$50K
JFGIW
38
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41.9K
IAIM
39
International Assets Investment Management
Florida
$35.3K +$34.6K +578 New
AssetMark Inc
40
AssetMark Inc
California
$26.6K
FCT
41
First Community Trust
Iowa
$15K
TCM
42
Triumph Capital Management
Colorado
$12K +$11.8K +197 New
HI
43
Harbour Investments
Wisconsin
$10.3K
FFA
44
Farther Finance Advisors
California
$3.48K
Wells Fargo
45
Wells Fargo
California
$13
PS
46
Principal Securities
Iowa
-$97.3K -1,641 Closed
UBS Group
47
UBS Group
Switzerland
-$5.57K -94 Closed

INCE Hedge Fund Activity: Q4 2025 in Review

44 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q4 2025, worth a combined $79.1M — up 52% from $52.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new INCE positions and 2 closed out — a net gain of 3 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was UMB Bank, opening a new position worth an estimated $14M. The largest seller was Arax Advisory Partners, cutting an estimated $197K.

  • 44 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q4 2025, up from 41 in Q3 2025.
  • Funds reported $79.1M of Franklin Income Equity Focus ETF stock for Q4 2025, up 52% quarter-over-quarter.
  • 5 funds opened new Franklin Income Equity Focus ETF positions in Q4 2025 and 2 closed out, a net change of +3 holders.
  • The largest Franklin Income Equity Focus ETF buyer in Q4 2025 was UMB Bank, an estimated $14M added.
  • The largest Franklin Income Equity Focus ETF seller in Q4 2025 was Arax Advisory Partners, an estimated $197K sold.

Based on aggregated 13F filings for Q4 2025.