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INCE

Franklin Income Equity Focus ETF
INCE

15 hedge funds and large institutions have $49M invested in Franklin Income Equity Focus ETF in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

50% more funds holding

Funds holding: 10 → 15 (+5)

19% more capital invested

Capital invested by funds: $41.2M → $49M (+$7.8M)

2.77% more ownership

Funds ownership: 72.61% → 75.39% (+2.8%)

Holders
15
Holders Change
+5
Holders Change %
+50%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AG
Advisor Group
Arizona
+$2.03M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.84M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$562K
4
Jane Street
Jane Street
New York
+$504K
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$280K

Top Sellers

Rank Fund Capital Flow
1
FHA
Flagship Harbor Advisors
Massachusetts
-$87.1K
2
Wells Fargo
Wells Fargo
California
-$37
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$38.7M +$8.42K +227 +0%
AG
2
Advisor Group
Arizona
$2.72M +$2.03M +54,713 +332%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.9M +$1.84M +49,727 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.48M +$562K +15,160 +64%
FHA
5
Flagship Harbor Advisors
Massachusetts
$1.17M -$87.1K -2,350 -7%
LPL Financial
6
LPL Financial
California
$831K +$233K +6,287 +41%
Jane Street
7
Jane Street
New York
$520K +$504K +13,598 New
DADC
8
D.A. Davidson & Co
Montana
$417K +$15.4K +415 +4%
MCM
9
Maple Capital Management
Vermont
$335K – – –
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$287K +$280K +7,545 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$237K +$72.2K +1,948 +45%
APA
12
American Portfolios Advisors
New York
$190K +$184K +4,959 New
SFS
13
Sowell Financial Services
Arkansas
$147K +$142K +3,843 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$61K – – –
Wells Fargo
15
Wells Fargo
California
– -$37 -1 Closed
AIC
16
Ayalon Insurance Company
Israel
– +$260 +7 New

INCE Hedge Fund Activity: Q4 2019 in Review

15 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q4 2019, worth a combined $49M — up 19% from $41.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new INCE positions and 1 closed out — a net gain of 5 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Advisor Group, adding an estimated $2.03M. The largest seller was Flagship Harbor Advisors, cutting an estimated $87.1K.

  • 15 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q4 2019, up from 10 in Q3 2019.
  • Funds reported $49M of Franklin Income Equity Focus ETF stock for Q4 2019, up 19% quarter-over-quarter.
  • 6 funds opened new Franklin Income Equity Focus ETF positions in Q4 2019 and 1 closed out, a net change of +5 holders.
  • The largest Franklin Income Equity Focus ETF buyer in Q4 2019 was Advisor Group, an estimated $2.03M added.
  • The largest Franklin Income Equity Focus ETF seller in Q4 2019 was Flagship Harbor Advisors, an estimated $87.1K sold.

Based on aggregated 13F filings for Q4 2019.