Franklin Income Equity Focus ETF
INCE
38 hedge funds and large institutions have $66.9M invested in Franklin Income Equity Focus ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 7 closing their positions.
1.22% less ownership
Funds ownership: 68.82% → 67.6% (-1.2%)
7% less funds holding
Funds holding: 41 → 38 (-3)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
47% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 15
73% less capital inflows, than outflows
Capital inflows: $4.64M | Capital outflows: $17.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Silver Oak Securities
Jackson,
Tennessee
|
+$1.43M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$813K |
| 3 |
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$795K |
| 4 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$777K |
| 5 |
Jane Street
New York
|
+$604K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.41M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.4M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.48M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.42M |
| 5 |
HRT Financial
New York
|
-$1M |
INCE Hedge Fund Activity: Q3 2024 in Review
38 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q3 2024, worth a combined $66.9M — down 9.7% from $74.1M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of INCE and 4 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 8 added.
The largest buyer was Silver Oak Securities, opening a new position worth an estimated $1.43M. The largest seller was Envestnet Asset Management, cutting an estimated $4.41M.
- 38 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q3 2024, down from 41 in Q2 2024.
- Funds reported $66.9M of Franklin Income Equity Focus ETF stock for Q3 2024, down 9.7% quarter-over-quarter.
- 4 funds opened new Franklin Income Equity Focus ETF positions in Q3 2024 and 7 closed out, a net change of -3 holders.
- The largest Franklin Income Equity Focus ETF buyer in Q3 2024 was Silver Oak Securities, an estimated $1.43M added.
- The largest Franklin Income Equity Focus ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $4.41M sold.
Based on aggregated 13F filings for Q3 2024.