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INCE

Franklin Income Equity Focus ETF

23 hedge funds and large institutions have $75.8M invested in Franklin Income Equity Focus ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

39% more capital invested

Capital invested by funds: $54.5M → $75.8M (+$21.3M)

10% more funds holding

Funds holding: 2123 (+2)

0.67% less ownership

Funds ownership: 73.34%72.68% (-0.67%)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$38.6M +$1.22K +35 +0%
Osaic Holdings
2
Osaic Holdings
Arizona
$11.1M +$2.01M +57,636 +23%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.47M +$5.13M +147,236 +170%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.47M +$820K +23,534 +24%
MML Investors Services
5
MML Investors Services
Massachusetts
$3.77M +$88.7K +2,547 +3%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.21M +$39.7K +1,140 +2%
ACM
7
AlphaStar Capital Management
North Carolina
$1.17M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.15M +$1.1M +31,569 New
LPL Financial
9
LPL Financial
California
$829K -$50.9K -1,461 -6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$788K +$145K +4,164 +24%
APA
11
American Portfolios Advisors
New York
$569K +$315K +9,033 +136%
Citadel Advisors
12
Citadel Advisors
Florida
$562K +$540K +15,485 New
FAAS
13
First Allied Advisory Services
California
$540K +$39.9K +1,144 +8%
DADC
14
D.A. Davidson & Co
Montana
$398K
FHA
15
Flagship Harbor Advisors
Massachusetts
$263K -$34.7K -997 -12%
Koshinski Asset Management
16
Koshinski Asset Management
Illinois
$248K -$24.6K -705 -9%
WWM
17
WT Wealth Management
Arizona
$225K +$217K +6,230 New
SFS
18
Sowell Financial Services
Arkansas
$194K -$53.5K -1,534 -22%
AAP
19
Arax Advisory Partners
Colorado
$62K +$139 +4 +0.2%
CAN
20
Cetera Advisor Networks
California
$30K +$28.9K +828 New
US Bancorp
21
US Bancorp
Minnesota
$24K +$22.9K +658 New
AIC
22
Ayalon Insurance Company
Israel
$22K +$1.71K +49 +9%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$404K -13,077 Closed
MCM
24
Maple Capital Management
Vermont
-$271K -8,750 Closed
OPS
25
Orion Portfolio Solutions
Nebraska
-$2K -58 Closed

INCE Hedge Fund Activity: Q2 2020 in Review

23 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q2 2020, worth a combined $75.8M — up 39% from $54.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new INCE positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 4 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $5.13M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $404K sold.

  • 23 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q2 2020, up from 21 in Q1 2020.
  • Funds reported $75.8M of Franklin Income Equity Focus ETF stock for Q2 2020, up 39% quarter-over-quarter.
  • 5 funds opened new Franklin Income Equity Focus ETF positions in Q2 2020 and 3 closed out, a net change of +2 holders.
  • The largest Franklin Income Equity Focus ETF buyer in Q2 2020 was Commonwealth Equity Services, an estimated $5.13M added.
  • The largest Franklin Income Equity Focus ETF seller in Q2 2020 was Susquehanna International Group, an estimated $404K sold.

Based on aggregated 13F filings for Q2 2020.