Franklin Income Equity Focus ETF
INCE
6 hedge funds and large institutions have $2.01M invested in Franklin Income Equity Focus ETF in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
171% more capital invested
Capital invested by funds: $743K → $2.01M (+$1.27M)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
10.82% more ownership
Funds ownership: 6.42% → 17.24% (+11%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$940K |
| 2 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$588K |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$223K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
-$235K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$47.6K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$23.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
1
Flagship Harbor Advisors
Boston,
Massachusetts
| $924K | +$588K | +18,750 | +145% |
|
|
2
Franklin Resources
San Mateo,
California
| $876K | +$940K | +30,000 | New |
|
|
DADC
3
D.A. Davidson & Co
Great Falls,
Montana
| $208K | +$223K | +7,110 | New |
|
|
IA
4
IFP Advisors
Tampa,
Florida
| $6K | -$23.5K | -750 | -79% |
|
|
5
Koshinski Asset Management
Decatur,
Illinois
| – | -$235K | -7,100 | Closed |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$47.6K | -1,520 | -100% |
|
INCE Hedge Fund Activity: Q4 2018 in Review
6 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q4 2018, worth a combined $2.01M — up 171% from $743K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new INCE positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Franklin Resources, opening a new position worth an estimated $940K. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $235K sold.
- 6 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q4 2018, up from 5 in Q3 2018.
- Funds reported $2.01M of Franklin Income Equity Focus ETF stock for Q4 2018, up 171% quarter-over-quarter.
- 2 funds opened new Franklin Income Equity Focus ETF positions in Q4 2018 and 1 closed out, a net change of +1 holder.
- The largest Franklin Income Equity Focus ETF buyer in Q4 2018 was Franklin Resources, an estimated $940K added.
- The largest Franklin Income Equity Focus ETF seller in Q4 2018 was Koshinski Asset Management, an estimated $235K sold.
Based on aggregated 13F filings for Q4 2018.