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INCE

Franklin Income Equity Focus ETF

42 hedge funds and large institutions have $47.2M invested in Franklin Income Equity Focus ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

2% more funds holding

Funds holding: 4142 (+1)

17.87% less ownership

Funds ownership: 68.8%50.93% (-18%)

84% less capital invested

Capital invested by funds: $289M → $47.2M (-$242M)

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$17.9M +$153K +2,689 +0.8%
Raymond James Financial
2
Raymond James Financial
Florida
$8.9M +$563K +9,909 +7%
Goldman Sachs
3
Goldman Sachs
New York
$2.16M +$1.25M +21,931 +133%
DADC
4
D.A. Davidson & Co
Montana
$2.11M +$319K +5,610 +18%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.01M +$127K +2,230 +7%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.61M -$32.8K -576 -2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.59M -$65.6K -1,154 -4%
Jane Street
8
Jane Street
New York
$1.38M +$612K +10,756 +78%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.22M -$20.1K -354 -2%
FGA
10
Fortis Group Advisors
New Jersey
$961K -$56.4K -992 -5%
PAG
11
Private Advisor Group
New Jersey
$677K +$4.89K +86 +0.7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$642K -$59.8K -1,052 -8%
SFS
13
Security Financial Services
Indiana
$606K +$613K +10,780 New
NRI
14
NFP Retirement Inc
California
$504K +$146K +2,560 +40%
FA
15
Fedenia Advisers
Wisconsin
$465K
CTC
16
Central Trust Company
Missouri
$464K -$182K -3,193 -28%
ACM
17
AlphaStar Capital Management
North Carolina
$343K -$208K -3,663 -38%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$337K -$1.12M -19,736 -77%
CWM
19
Cornerstone Wealth Management
Missouri
$321K -$374K -6,584 -54%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$309K -$1.56M -27,515 -83%
KAS
21
Kestra Advisory Services
Texas
$307K +$8.93K +157 +3%
MCC
22
Money Concepts Capital
Florida
$294K
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$239K +$242K +4,250 New
Mariner
24
Mariner
Kansas
$237K +$3.7K +65 +2%
VHAM
25
Van Hulzen Asset Management
California
$236K +$81.1K +1,427 +51%

INCE Hedge Fund Activity: Q1 2025 in Review

42 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q1 2025, worth a combined $47.2M — down 84% from $289M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new INCE positions and 2 closed out — a net gain of 3 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.25M. The largest seller was Envestnet Asset Management, cutting an estimated $1.56M.

  • 42 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q1 2025, up from 41 in Q4 2024.
  • Funds reported $47.2M of Franklin Income Equity Focus ETF stock for Q1 2025, down 84% quarter-over-quarter.
  • 5 funds opened new Franklin Income Equity Focus ETF positions in Q1 2025 and 2 closed out, a net change of +3 holders.
  • The largest Franklin Income Equity Focus ETF buyer in Q1 2025 was Goldman Sachs, an estimated $1.25M added.
  • The largest Franklin Income Equity Focus ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $1.56M sold.

Based on aggregated 13F filings for Q1 2025.