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INCE

Franklin Income Equity Focus ETF

41 hedge funds and large institutions have $289M invested in Franklin Income Equity Focus ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more capital invested

Capital invested by funds: $66.9M → $289M (+$222M)

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

8% more funds holding

Funds holding: 3841 (+3)

1.19% more ownership

Funds ownership: 67.6%68.8% (+1.2%)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% 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
14
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$227M
LPL Financial
2
LPL Financial
California
$17.5M +$5.79K +100 +0%
HB
3
HTLF Bank
Colorado
$14.9M -$471K -8,127 -3%
Raymond James Financial
4
Raymond James Financial
Florida
$8.23M +$8.6M +148,515 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.86M +$845K +14,582 +77%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.83M -$301K -5,200 -14%
DADC
7
D.A. Davidson & Co
Montana
$1.77M +$113K +1,945 +6%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.63M -$175K -3,028 -9%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.62M -$1.44M -24,940 -46%
SOS
10
Silver Oak Securities
Tennessee
$1.5M +$81.2K +1,401 +5%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.43M +$404K +6,967 +37%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.22M +$372K +6,422 +41%
FGA
13
Fortis Group Advisors
New Jersey
$1M +$18.8K +324 +2%
Goldman Sachs
14
Goldman Sachs
New York
$914K
Jane Street
15
Jane Street
New York
$761K -$576K -9,937 -42%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$691K -$32K -553 -4%
CWM
17
Cornerstone Wealth Management
Missouri
$681K +$36K +621 +5%
PAG
18
Private Advisor Group
New Jersey
$662K -$5.45K -94 -0.8%
CTC
19
Central Trust Company
Missouri
$634K -$676K -11,677 -50%
ACM
20
AlphaStar Capital Management
North Carolina
$541K -$5.5K -95 -1%
UBS Group
21
UBS Group
Switzerland
$508K +$525K +9,066 +9,158%
FA
22
Fedenia Advisers
Wisconsin
$458K +$479K +8,272 New
NRI
23
NFP Retirement Inc
California
$355K +$4.05K +70 +1%
KAS
24
Kestra Advisory Services
Texas
$294K +$108K +1,856 +54%
MCC
25
Money Concepts Capital
Florida
$290K

INCE Hedge Fund Activity: Q4 2024 in Review

41 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q4 2024, worth a combined $289M — up 332% from $66.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new INCE positions and 2 closed out — a net gain of 4 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $845K. The largest seller was Osaic Holdings, cutting an estimated $1.44M.

  • 41 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q4 2024, up from 38 in Q3 2024.
  • Funds reported $289M of Franklin Income Equity Focus ETF stock for Q4 2024, up 332% quarter-over-quarter.
  • 6 funds opened new Franklin Income Equity Focus ETF positions in Q4 2024 and 2 closed out, a net change of +4 holders.
  • The largest Franklin Income Equity Focus ETF buyer in Q4 2024 was Royal Bank of Canada, an estimated $845K added.
  • The largest Franklin Income Equity Focus ETF seller in Q4 2024 was Osaic Holdings, an estimated $1.44M sold.

Based on aggregated 13F filings for Q4 2024.