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INCE

Franklin Income Equity Focus ETF

23 hedge funds and large institutions have $85.9M invested in Franklin Income Equity Focus ETF in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

13% more capital invested

Capital invested by funds: $75.8M → $85.9M (+$10.2M)

1.17% more ownership

Funds ownership: 72.68%73.85% (+1.2%)

0% more funds holding

Funds holding: 2323 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
12
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$38.9M -$461K -12,015 -1%
Osaic Holdings
2
Osaic Holdings
Arizona
$14M +$2.02M +52,515 +17%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.89M -$194K -5,051 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.03M +$2.21M +57,546 +47%
MML Investors Services
5
MML Investors Services
Massachusetts
$4.26M +$211K +5,493 +5%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.28M -$98.1K -2,555 -4%
FAAS
7
First Allied Advisory Services
California
$1.89M +$1.3M +33,751 +227%
Citadel Advisors
8
Citadel Advisors
Florida
$1.59M +$976K +25,433 +164%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.16M -$64.3K -1,675 -5%
LPL Financial
10
LPL Financial
California
$1.15M +$258K +6,730 +29%
ACM
11
AlphaStar Capital Management
North Carolina
$1.15M -$82.6K -2,151 -7%
WWM
12
WT Wealth Management
Arizona
$889K +$639K +16,637 +267%
APA
13
American Portfolios Advisors
New York
$789K +$177K +4,601 +29%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$786K -$58.6K -1,526 -7%
DADC
15
D.A. Davidson & Co
Montana
$427K
SFS
16
Sowell Financial Services
Arkansas
$228K +$18.8K +491 +9%
Stifel Financial
17
Stifel Financial
Missouri
$212K +$209K +5,452 New
FHA
18
Flagship Harbor Advisors
Massachusetts
$176K -$104K -2,717 -37%
AAP
19
Arax Advisory Partners
Colorado
$67K +$345 +9 +0.5%
US Bancorp
20
US Bancorp
Minnesota
$30K +$4.42K +115 +17%
AIC
21
Ayalon Insurance Company
Israel
$30K +$7.06K +184 +31%
Koshinski Asset Management
22
Koshinski Asset Management
Illinois
$277
CAN
23
Cetera Advisor Networks
California
-$30K -828 Closed

INCE Hedge Fund Activity: Q3 2020 in Review

23 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q3 2020, worth a combined $85.9M — up 13% from $75.8M a quarter earlier.

Fund positioning in INCE was balanced in Q3 2020: 1 fund opened new positions, 1 closed out, 12 added to existing stakes and 7 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.21M. The largest seller was Franklin Resources, cutting an estimated $461K.

  • 23 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $85.9M of Franklin Income Equity Focus ETF stock for Q3 2020, up 13% quarter-over-quarter.
  • 1 fund opened new Franklin Income Equity Focus ETF positions in Q3 2020 and 1 closed out, a net change of 0 holders.
  • The largest Franklin Income Equity Focus ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $2.21M added.
  • The largest Franklin Income Equity Focus ETF seller in Q3 2020 was Franklin Resources, an estimated $461K sold.

Based on aggregated 13F filings for Q3 2020.