Franklin Income Equity Focus ETF
INCE
5 hedge funds and large institutions have $743K invested in Franklin Income Equity Focus ETF in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, 0 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
67% more funds holding
Funds holding: 3 → 5 (+2)
7.29% less ownership
Funds ownership: 13.71% → 6.42% (-7.3%)
56% less capital invested
Capital invested by funds: $1.69M → $743K (-$945K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$418K |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
+$230K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$49.4K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$32 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.02M |
| 2 |
VF
Virtu Financial
New York
|
-$635K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
1
Flagship Harbor Advisors
Boston,
Massachusetts
| $427K | +$418K | +12,900 | New |
|
|
2
Koshinski Asset Management
Decatur,
Illinois
| $235K | +$230K | +7,100 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $50K | +$49.4K | +1,523 | New |
|
|
IA
4
IFP Advisors
Tampa,
Florida
| $31K | – | – | – |
|
|
5
Citadel Advisors
Miami,
Florida
| – | -$1.02M | -33,209 | Closed |
|
|
VF
6
Virtu Financial
New York
| – | -$635K | -20,670 | Closed |
|
|
7
Fidelity Investments
Boston,
Massachusetts
| – | +$32 | +1 | New |
|
INCE Hedge Fund Activity: Q3 2018 in Review
5 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q3 2018, worth a combined $743K — down 56% from $1.69M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new INCE positions and 2 closed out — a net gain of 2 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Flagship Harbor Advisors, opening a new position worth an estimated $418K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.02M sold.
- 5 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q3 2018, up from 3 in Q2 2018.
- Funds reported $743K of Franklin Income Equity Focus ETF stock for Q3 2018, down 56% quarter-over-quarter.
- 4 funds opened new Franklin Income Equity Focus ETF positions in Q3 2018 and 2 closed out, a net change of +2 holders.
- The largest Franklin Income Equity Focus ETF buyer in Q3 2018 was Flagship Harbor Advisors, an estimated $418K added.
- The largest Franklin Income Equity Focus ETF seller in Q3 2018 was Citadel Advisors, an estimated $1.02M sold.
Based on aggregated 13F filings for Q3 2018.