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INCE

Franklin Income Equity Focus ETF

3 hedge funds and large institutions have $973K invested in Franklin Income Equity Focus ETF in 2017 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 23 (+1)

6.69% less ownership

Funds ownership: 22.74%16.05% (-6.7%)

25% less capital invested

Capital invested by funds: $1.29M → $973K (-$319K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
IWM
IHT Wealth Management
Illinois
+$5.93K

Top Sellers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
-$403K
Name Holding Trade Value Shares
Change
Change in
Stake
VF
1
Virtu Financial
New York
$938K -$403K -13,575 -30%
IA
2
IFP Advisors
Florida
$29K
IWM
3
IHT Wealth Management
Illinois
$6K +$5.93K +200 New

INCE Hedge Fund Activity: Q4 2017 in Review

3 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q4 2017, worth a combined $973K — down 25% from $1.29M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new INCE positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.

The largest buyer was IHT Wealth Management, opening a new position worth an estimated $5.93K. The largest seller was Virtu Financial, cutting an estimated $403K.

  • 3 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q4 2017, up from 2 in Q3 2017.
  • Funds reported $973K of Franklin Income Equity Focus ETF stock for Q4 2017, down 25% quarter-over-quarter.
  • 1 fund opened new Franklin Income Equity Focus ETF positions in Q4 2017 and 0 closed out, a net change of +1 holder.
  • The largest Franklin Income Equity Focus ETF buyer in Q4 2017 was IHT Wealth Management, an estimated $5.93K added.
  • The largest Franklin Income Equity Focus ETF seller in Q4 2017 was Virtu Financial, an estimated $403K sold.

Based on aggregated 13F filings for Q4 2017.