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INCE

Franklin Income Equity Focus ETF

34 hedge funds and large institutions have $93.1M invested in Franklin Income Equity Focus ETF in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3434 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

1.83% less ownership

Funds ownership: 77.35%75.52% (-1.8%)

11% less capital invested

Capital invested by funds: $104M → $93.1M (-$11.4M)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

Holders
34
Holders Change
Holders Change %
0%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
13
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$37.9M -$93 -2 -0%
DBT
2
Dubuque Bank & Trust
Iowa
$9.58M -$470K -10,135 -4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.13M +$150K +3,244 +2%
MCC
4
Money Concepts Capital
Florida
$9.06M -$240K -5,167 -2%
LPL Financial
5
LPL Financial
California
$5.61M +$2.85M +61,388 +93%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.96M -$275K -5,930 -8%
AIC
7
Ayalon Insurance Company
Israel
$2.36M +$408K +8,791 +20%
APA
8
American Portfolios Advisors
New York
$1.8M -$21K -453 -1%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.58M +$27.6K +596 +2%
KCFA
10
Key Client Fiduciary Advisors
New Jersey
$1.5M -$29.3K -631 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.47M -$137K -2,952 -8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.45M -$57.3K -1,235 -4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.18M -$475K -10,239 -28%
ACM
14
AlphaStar Capital Management
North Carolina
$1.06M -$207K -4,463 -16%
Goldman Sachs
15
Goldman Sachs
New York
$726K
DADC
16
D.A. Davidson & Co
Montana
$699K +$128K +2,760 +21%
MIAN
17
Mariner Independent Advisor Network
Kansas
$686K +$240K +5,179 +51%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$620K -$174K -3,742 -21%
GWM
19
Geneos Wealth Management
Colorado
$505K +$10.1K +217 +2%
MML Investors Services
20
MML Investors Services
Massachusetts
$492K -$2.74K -59 -0.5%
CTC
21
Central Trust Company
Missouri
$473K +$115K +2,488 +30%
WA
22
Win Advisors
Florida
$383K +$232K +5,013 +139%
FTUS
23
Flow Traders U.S.
New York
$369K -$688K -14,840 -64%
WWA
24
WCG Wealth Advisors
Nevada
$340K +$358K +7,728 New
CA
25
Cetera Advisors
Colorado
$256K +$29.4K +633 +12%

INCE Hedge Fund Activity: Q2 2022 in Review

34 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q2 2022, worth a combined $93.1M — down 11% from $104M a quarter earlier.

Fund positioning in INCE was balanced in Q2 2022: 2 funds opened new positions, 2 closed out, 13 added to existing stakes and 15 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.85M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.97M sold.

  • 34 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $93.1M of Franklin Income Equity Focus ETF stock for Q2 2022, down 11% quarter-over-quarter.
  • 2 funds opened new Franklin Income Equity Focus ETF positions in Q2 2022 and 2 closed out, a net change of 0 holders.
  • The largest Franklin Income Equity Focus ETF buyer in Q2 2022 was LPL Financial, an estimated $2.85M added.
  • The largest Franklin Income Equity Focus ETF seller in Q2 2022 was Citadel Advisors, an estimated $1.97M sold.

Based on aggregated 13F filings for Q2 2022.