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INCE

Franklin Income Equity Focus ETF

34 hedge funds and large institutions have $104M invested in Franklin Income Equity Focus ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 11 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

10% more funds holding

Funds holding: 3134 (+3)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

2.37% less ownership

Funds ownership: 79.71%77.35% (-2.4%)

9% less capital invested

Capital invested by funds: $115M → $104M (-$10.2M)

Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
11
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 -$822 -17 -0%
DBT
2
Dubuque Bank & Trust
Iowa
$11.2M -$177K -3,666 -2%
MCC
3
Money Concepts Capital
Florida
$10.3M +$2.56M +52,986 +34%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10M -$4.89M -101,169 -33%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.59M +$38.6K +799 +1%
LPL Financial
6
LPL Financial
California
$3.24M -$2.29M -47,310 -42%
AIC
7
Ayalon Insurance Company
Israel
$2.21M -$355K -7,349 -14%
APA
8
American Portfolios Advisors
New York
$2.03M -$38.3K -793 -2%
Citadel Advisors
9
Citadel Advisors
Florida
$1.97M +$153K +3,165 +9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.82M +$527K +10,906 +42%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.79M +$189K +3,904 +12%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.73M +$146K +3,023 +9%
KCFA
13
Key Client Fiduciary Advisors
New Jersey
$1.7M +$160K +3,306 +11%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.68M +$32.5K +672 +2%
ACM
15
AlphaStar Capital Management
North Carolina
$1.41M
FTUS
16
Flow Traders U.S.
New York
$1.14M +$1.12M +23,223 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$877K -$61.8K -1,278 -7%
Goldman Sachs
18
Goldman Sachs
New York
$811K
DADC
19
D.A. Davidson & Co
Montana
$646K +$76.2K +1,575 +14%
MML Investors Services
20
MML Investors Services
Massachusetts
$553K -$174K -3,607 -24%
GWM
21
Geneos Wealth Management
Colorado
$548K
MIAN
22
Mariner Independent Advisor Network
Kansas
$498K +$490K +10,127 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$482K +$474K +9,809 New
EH
24
Equitable Holdings
New York
$446K -$28.3K -585 -6%
CTC
25
Central Trust Company
Missouri
$406K +$49.8K +1,030 +14%

INCE Hedge Fund Activity: Q1 2022 in Review

34 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q1 2022, worth a combined $104M — down 8.9% from $115M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new INCE positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Money Concepts Capital, adding an estimated $2.56M. The largest seller was Commonwealth Equity Services, cutting an estimated $4.89M.

  • 34 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q1 2022, up from 31 in Q4 2021.
  • Funds reported $104M of Franklin Income Equity Focus ETF stock for Q1 2022, down 8.9% quarter-over-quarter.
  • 6 funds opened new Franklin Income Equity Focus ETF positions in Q1 2022 and 2 closed out, a net change of +4 holders.
  • The largest Franklin Income Equity Focus ETF buyer in Q1 2022 was Money Concepts Capital, an estimated $2.56M added.
  • The largest Franklin Income Equity Focus ETF seller in Q1 2022 was Commonwealth Equity Services, an estimated $4.89M sold.

Based on aggregated 13F filings for Q1 2022.