We are live on ! Find out more
INCE

Franklin Income Equity Focus ETF

26 hedge funds and large institutions have $95.1M invested in Franklin Income Equity Focus ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

13% more funds holding

Funds holding: 2326 (+3)

11% more capital invested

Capital invested by funds: $85.9M → $95.1M (+$9.23M)

1.12% more ownership

Funds ownership: 73.85%74.96% (+1.1%)

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$42.3M -$41 -1 -0%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.8M +$119K +2,934 +1%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.49M +$810K +19,948 +11%
Osaic Holdings
4
Osaic Holdings
Arizona
$7.77M -$7.13M -175,645 -49%
MCC
5
Money Concepts Capital
Florida
$5.5M +$5.28M +129,980 New
MML Investors Services
6
MML Investors Services
Massachusetts
$4.9M +$256K +6,305 +6%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.67M +$192K +4,720 +8%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.22M +$2.13M +52,475 New
Citadel Advisors
9
Citadel Advisors
Florida
$1.67M -$58.2K -1,432 -3%
LPL Financial
10
LPL Financial
California
$1.64M +$375K +9,227 +31%
WWM
11
WT Wealth Management
Arizona
$1.36M +$381K +9,380 +41%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.3M +$38.3K +944 +3%
ACM
13
AlphaStar Capital Management
North Carolina
$1.27M +$38.3K +942 +3%
APA
14
American Portfolios Advisors
New York
$1.25M +$376K +9,248 +46%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$835K -$19.2K -472 -2%
DADC
16
D.A. Davidson & Co
Montana
$453K -$11.2K -275 -3%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$445K +$428K +10,528 New
SFS
18
Sowell Financial Services
Arkansas
$441K +$186K +4,576 +78%
Koshinski Asset Management
19
Koshinski Asset Management
Illinois
$289K
GWM
20
Geneos Wealth Management
Colorado
$285K +$265K +6,516 New
AIC
21
Ayalon Insurance Company
Israel
$108K +$71.5K +1,761 +225%
AAP
22
Arax Advisory Partners
Colorado
$73K +$366 +9 +0.5%
US Bancorp
23
US Bancorp
Minnesota
$33K
UBS Group
24
UBS Group
Switzerland
$9K +$8.65K +213 New
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$9.14K +225 New

INCE Hedge Fund Activity: Q4 2020 in Review

26 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q4 2020, worth a combined $95.1M — up 11% from $85.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new INCE positions and 2 closed out — a net gain of 4 holders — while 12 added to existing stakes and 5 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $2.13M. The largest seller was Osaic Holdings, cutting an estimated $7.13M.

  • 26 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q4 2020, up from 23 in Q3 2020.
  • Funds reported $95.1M of Franklin Income Equity Focus ETF stock for Q4 2020, up 11% quarter-over-quarter.
  • 6 funds opened new Franklin Income Equity Focus ETF positions in Q4 2020 and 2 closed out, a net change of +4 holders.
  • The largest Franklin Income Equity Focus ETF buyer in Q4 2020 was Cetera Investment Advisers, an estimated $2.13M added.
  • The largest Franklin Income Equity Focus ETF seller in Q4 2020 was Osaic Holdings, an estimated $7.13M sold.

Based on aggregated 13F filings for Q4 2020.