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INCE

Franklin Income Equity Focus ETF

41 hedge funds and large institutions have $74.1M invested in Franklin Income Equity Focus ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

5% more funds holding

Funds holding: 3941 (+2)

2.41% more ownership

Funds ownership: 66.41%68.82% (+2.4%)

7% less capital invested

Capital invested by funds: $79.8M → $74.1M (-$5.73M)

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$20.3M -$902K -16,906 -4%
HB
2
HTLF Bank
Colorado
$15.2M +$177K +3,319 +1%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.58M +$1.82M +34,133 +39%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.3M +$334K +6,271 +6%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.64M -$1.07M -20,034 -23%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.35M +$1.72M +32,182 +107%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.23M -$548K -10,283 -15%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.74M -$199K -3,726 -10%
DADC
9
D.A. Davidson & Co
Montana
$1.64M +$2.67K +50 +0.2%
CTC
10
Central Trust Company
Missouri
$1.48M -$2.86M -53,711 -66%
Goldman Sachs
11
Goldman Sachs
New York
$1.33M -$462K -8,665 -26%
HF
12
HRT Financial
New York
$1M +$995K +18,652 New
FGA
13
Fortis Group Advisors
New Jersey
$979K +$11.1K +208 +1%
RJA
14
Raymond James & Associates
Florida
$907K -$171K -3,211 -16%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$721K -$90K -1,688 -11%
Jane Street
16
Jane Street
New York
$693K +$687K +12,875 New
PAG
17
Private Advisor Group
New Jersey
$687K +$8.43K +158 +1%
CWM
18
Cornerstone Wealth Management
Missouri
$629K -$151K -2,825 -19%
ACM
19
AlphaStar Capital Management
North Carolina
$531K
CWM
20
Certus Wealth Management
California
$436K
NRI
21
NFP Retirement Inc
California
$329K
MCC
22
Money Concepts Capital
Florida
$282K -$6.4K -120 -2%
Citadel Advisors
23
Citadel Advisors
Florida
$261K +$258K +4,843 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$227K +$225K +4,225 New
Koshinski Asset Management
25
Koshinski Asset Management
Illinois
$220K +$218K +4,090 New

INCE Hedge Fund Activity: Q2 2024 in Review

41 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q2 2024, worth a combined $74.1M — down 7.2% from $79.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new INCE positions and 5 closed out — a net gain of 3 holders — while 8 added to existing stakes and 17 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.82M. The largest seller was Central Trust Company, cutting an estimated $2.86M.

  • 41 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q2 2024, up from 39 in Q1 2024.
  • Funds reported $74.1M of Franklin Income Equity Focus ETF stock for Q2 2024, down 7.2% quarter-over-quarter.
  • 8 funds opened new Franklin Income Equity Focus ETF positions in Q2 2024 and 5 closed out, a net change of +3 holders.
  • The largest Franklin Income Equity Focus ETF buyer in Q2 2024 was Raymond James Financial Services Advisors, an estimated $1.82M added.
  • The largest Franklin Income Equity Focus ETF seller in Q2 2024 was Central Trust Company, an estimated $2.86M sold.

Based on aggregated 13F filings for Q2 2024.