Franklin Income Equity Focus ETF
INCE
10 hedge funds and large institutions have $41.2M invested in Franklin Income Equity Focus ETF in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
996% more capital invested
Capital invested by funds: $3.76M → $41.2M (+$37.4M)
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
49.16% more ownership
Funds ownership: 23.45% → 72.61% (+49%)
11% more funds holding
Funds holding: 9 → 10 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$36M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$606K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$597K |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$35.2K |
| 5 |
LPL Financial
San Diego,
California
|
+$5.44K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
-$218K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$10.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $37M | +$36M | +992,000 | +4,960% |
|
|
FHA
2
Flagship Harbor Advisors
Boston,
Massachusetts
| $1.21M | +$35.2K | +970 | +3% |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $862K | +$606K | +16,695 | +243% |
|
|
AG
4
Advisor Group
Phoenix,
Arizona
| $603K | +$597K | +16,461 | New |
|
|
5
LPL Financial
San Diego,
California
| $565K | +$5.44K | +150 | +1% |
|
|
DADC
6
D.A. Davidson & Co
Great Falls,
Montana
| $384K | +$4.9K | +135 | +1% |
|
|
MCM
7
Maple Capital Management
Montpelier,
Vermont
| $320K | – | – | – |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $157K | -$10.9K | -300 | -7% |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $59K | – | – | – |
|
|
10
Koshinski Asset Management
Decatur,
Illinois
| – | -$218K | -6,120 | Closed |
|
11
Wells Fargo
San Francisco,
California
| – | +$36 | +1 | New |
|
INCE Hedge Fund Activity: Q3 2019 in Review
10 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q3 2019, worth a combined $41.2M — up 996% from $3.76M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new INCE positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Franklin Resources, adding an estimated $36M. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $218K sold.
- 10 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q3 2019, up from 9 in Q2 2019.
- Funds reported $41.2M of Franklin Income Equity Focus ETF stock for Q3 2019, up 996% quarter-over-quarter.
- 2 funds opened new Franklin Income Equity Focus ETF positions in Q3 2019 and 1 closed out, a net change of +1 holder.
- The largest Franklin Income Equity Focus ETF buyer in Q3 2019 was Franklin Resources, an estimated $36M added.
- The largest Franklin Income Equity Focus ETF seller in Q3 2019 was Koshinski Asset Management, an estimated $218K sold.
Based on aggregated 13F filings for Q3 2019.