Franklin Income Equity Focus ETF
INCE
39 hedge funds and large institutions have $79.8M invested in Franklin Income Equity Focus ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 4 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 15
2% more capital invested
Capital invested by funds: $78.6M → $79.8M (+$1.27M)
0% more funds holding
Funds holding: 39 → 39 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
1.19% less ownership
Funds ownership: 67.6% → 66.41% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.02M |
| 2 |
FGA
Fortis Group Advisors
Westwood,
New Jersey
|
+$949K |
| 3 |
Goldman Sachs
New York
|
+$886K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$691K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$574K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$3.21M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.64M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$1.46M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$461K |
| 5 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
-$345K |
INCE Hedge Fund Activity: Q1 2024 in Review
39 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q1 2024, worth a combined $79.8M — up 1.6% from $78.6M a quarter earlier.
Fund positioning in INCE was balanced in Q1 2024: 4 funds opened new positions, 4 closed out, 17 added to existing stakes and 15 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.02M. The largest seller was Global Retirement Partners, cutting an estimated $3.21M.
- 39 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $79.8M of Franklin Income Equity Focus ETF stock for Q1 2024, up 1.6% quarter-over-quarter.
- 4 funds opened new Franklin Income Equity Focus ETF positions in Q1 2024 and 4 closed out, a net change of 0 holders.
- The largest Franklin Income Equity Focus ETF buyer in Q1 2024 was LPL Financial, an estimated $1.02M added.
- The largest Franklin Income Equity Focus ETF seller in Q1 2024 was Global Retirement Partners, an estimated $3.21M sold.
Based on aggregated 13F filings for Q1 2024.