Franklin Income Equity Focus ETF
INCE
6 hedge funds and large institutions have $1.77M invested in Franklin Income Equity Focus ETF in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
2.51% less ownership
Funds ownership: 17.24% → 14.73% (-2.5%)
12% less capital invested
Capital invested by funds: $2.01M → $1.77M (-$242K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$361K |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
+$199K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$51K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$31.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$160 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$876K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
1
Flagship Harbor Advisors
Boston,
Massachusetts
| $1.45M | +$361K | +11,300 | +36% |
|
|
DADC
2
D.A. Davidson & Co
Great Falls,
Montana
| $273K | +$31.9K | +1,000 | +14% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $54K | +$51K | +1,600 | New |
|
|
4
Koshinski Asset Management
Decatur,
Illinois
| $210 | +$199K | +6,235 | New |
|
|
5
Franklin Resources
San Mateo,
California
| – | -$876K | -30,000 | Closed |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| – | -$6K | -200 | Closed |
|
7
Wells Fargo
San Francisco,
California
| – | +$32 | +1 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| – | +$160 | +5 | +167% |
|
INCE Hedge Fund Activity: Q1 2019 in Review
6 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q1 2019, worth a combined $1.77M — down 12% from $2.01M a quarter earlier.
Fund positioning in INCE was balanced in Q1 2019: 3 funds opened new positions, 3 closed out, 3 added to existing stakes and 0 trimmed.
The largest buyer was Flagship Harbor Advisors, adding an estimated $361K. The largest seller was Franklin Resources, exiting entirely with an estimated $876K sold.
- 6 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $1.77M of Franklin Income Equity Focus ETF stock for Q1 2019, down 12% quarter-over-quarter.
- 3 funds opened new Franklin Income Equity Focus ETF positions in Q1 2019 and 3 closed out, a net change of 0 holders.
- The largest Franklin Income Equity Focus ETF buyer in Q1 2019 was Flagship Harbor Advisors, an estimated $361K added.
- The largest Franklin Income Equity Focus ETF seller in Q1 2019 was Franklin Resources, an estimated $876K sold.
Based on aggregated 13F filings for Q1 2019.