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INCE

Franklin Income Equity Focus ETF

21 hedge funds and large institutions have $54.5M invested in Franklin Income Equity Focus ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

40% more funds holding

Funds holding: 1521 (+6)

11% more capital invested

Capital invested by funds: $49M → $54.5M (+$5.5M)

2.05% less ownership

Funds ownership: 75.39%73.34% (-2%)

Holders
21
Holders Change
+6
Holders Change %
+40%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$31.3M +$1.13K +31 +0%
Osaic Holdings
2
Osaic Holdings
Arizona
$7.71M +$9.1M +249,041 New
MML Investors Services
3
MML Investors Services
Massachusetts
$3.14M +$3.71M +101,468 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.08M +$3.58M +98,078 +6,130%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.67M +$1.34M +36,720 +74%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.85M +$775K +21,217 +55%
ACM
7
AlphaStar Capital Management
North Carolina
$1.03M +$1.14M +31,270 New
LPL Financial
8
LPL Financial
California
$752K +$94.9K +2,599 +12%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$544K +$642K +17,574 New
FAAS
10
First Allied Advisory Services
California
$425K +$502K +13,747 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$404K +$478K +13,077 New
DADC
12
D.A. Davidson & Co
Montana
$340K +$2.74K +75 +0.7%
MCM
13
Maple Capital Management
Vermont
$271K
FHA
14
Flagship Harbor Advisors
Massachusetts
$255K -$815K -22,312 -73%
Koshinski Asset Management
15
Koshinski Asset Management
Illinois
$233K
SFS
16
Sowell Financial Services
Arkansas
$213K +$111K +3,052 +79%
APA
17
American Portfolios Advisors
New York
$206K +$61.8K +1,691 +34%
AAP
18
Arax Advisory Partners
Colorado
$53K +$62.2K +1,702 New
AIC
19
Ayalon Insurance Company
Israel
$16K +$19.8K +541 +7,729%
OPS
20
Orion Portfolio Solutions
Nebraska
$2K +$2.12K +58 New
Jane Street
21
Jane Street
New York
-$520K -13,598 Closed
Wells Fargo
22
Wells Fargo
California
+$37 +1 New

INCE Hedge Fund Activity: Q1 2020 in Review

21 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q1 2020, worth a combined $54.5M — up 11% from $49M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new INCE positions and 1 closed out — a net gain of 8 holders — while 9 added to existing stakes and 1 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $3.71M. The largest seller was Flagship Harbor Advisors, cutting an estimated $815K.

  • 21 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q1 2020, up from 15 in Q4 2019.
  • Funds reported $54.5M of Franklin Income Equity Focus ETF stock for Q1 2020, up 11% quarter-over-quarter.
  • 9 funds opened new Franklin Income Equity Focus ETF positions in Q1 2020 and 1 closed out, a net change of +8 holders.
  • The largest Franklin Income Equity Focus ETF buyer in Q1 2020 was MML Investors Services, an estimated $3.71M added.
  • The largest Franklin Income Equity Focus ETF seller in Q1 2020 was Flagship Harbor Advisors, an estimated $815K sold.

Based on aggregated 13F filings for Q1 2020.