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INCE

Franklin Income Equity Focus ETF

27 hedge funds and large institutions have $94.1M invested in Franklin Income Equity Focus ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

4% more funds holding

Funds holding: 2627 (+1)

1% less capital invested

Capital invested by funds: $95.1M → $94.1M (-$1.06M)

7.81% less ownership

Funds ownership: 74.96%67.16% (-7.8%)

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$43.8M +$7.48K +176 +0%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$10.6M +$453K +10,652 +5%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.56M -$212K -4,981 -2%
MCC
4
Money Concepts Capital
Florida
$5.73M +$38.3K +901 +0.7%
MML Investors Services
5
MML Investors Services
Massachusetts
$5.55M +$466K +10,959 +9%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.21M -$3.71M -87,245 -48%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.12M +$338K +7,959 +13%
LPL Financial
8
LPL Financial
California
$1.69M -$12.6K -296 -0.8%
APA
9
American Portfolios Advisors
New York
$1.54M +$238K +5,593 +19%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.53M +$178K +4,177 +14%
WWM
11
WT Wealth Management
Arizona
$1.27M -$140K -3,294 -10%
ACM
12
AlphaStar Capital Management
North Carolina
$1.25M -$59.8K -1,406 -5%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.04M +$173K +4,063 +21%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$810K -$1.44M -33,954 -65%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$538K +$75.2K +1,770 +17%
EH
16
Equitable Holdings
New York
$531K +$493K +11,592 New
DADC
17
D.A. Davidson & Co
Montana
$469K
SFS
18
Sowell Financial Services
Arkansas
$380K -$94.4K -2,221 -21%
AIC
19
Ayalon Insurance Company
Israel
$346K +$225K +5,302 +209%
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$299K
GWM
21
Geneos Wealth Management
Colorado
$298K
Citadel Advisors
22
Citadel Advisors
Florida
$230K -$1.45M -34,230 -87%
HI
23
Harbour Investments
Wisconsin
$230K +$223K +5,257 New
Morgan Stanley
24
Morgan Stanley
New York
$43K +$42.1K +990 New
US Bancorp
25
US Bancorp
Minnesota
$34K

INCE Hedge Fund Activity: Q1 2021 in Review

27 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q1 2021, worth a combined $94.1M — down 1.1% from $95.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new INCE positions and 1 closed out — a net gain of 2 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Equitable Holdings, opening a new position worth an estimated $493K. The largest seller was Osaic Holdings, cutting an estimated $3.71M.

  • 27 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q1 2021, up from 26 in Q4 2020.
  • Funds reported $94.1M of Franklin Income Equity Focus ETF stock for Q1 2021, down 1.1% quarter-over-quarter.
  • 3 funds opened new Franklin Income Equity Focus ETF positions in Q1 2021 and 1 closed out, a net change of +2 holders.
  • The largest Franklin Income Equity Focus ETF buyer in Q1 2021 was Equitable Holdings, an estimated $493K added.
  • The largest Franklin Income Equity Focus ETF seller in Q1 2021 was Osaic Holdings, an estimated $3.71M sold.

Based on aggregated 13F filings for Q1 2021.