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INCE

Franklin Income Equity Focus ETF

41 hedge funds and large institutions have $48M invested in Franklin Income Equity Focus ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

1.29% more ownership

Funds ownership: 50.93%52.21% (+1.3%)

2% more capital invested

Capital invested by funds: $47.2M → $48M (+$782K)

2% less funds holding

Funds holding: 4241 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
18
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$19.2M +$782K +14,223 +4%
Raymond James Financial
2
Raymond James Financial
Florida
$11.2M +$2.02M +36,832 +23%
DADC
3
D.A. Davidson & Co
Montana
$2.28M +$116K +2,115 +6%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.79M +$132K +2,398 +8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.61M -$423K -7,696 -21%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.24M +$935 +17 +0.1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.13M -$475K -8,640 -31%
Goldman Sachs
8
Goldman Sachs
New York
$948K -$1.21M -21,931 -57%
FGA
9
Fortis Group Advisors
New Jersey
$939K -$35.4K -644 -4%
Jane Street
10
Jane Street
New York
$907K -$479K -8,710 -36%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$749K +$88.8K +1,616 +14%
PAG
12
Private Advisor Group
New Jersey
$698K +$5.44K +99 +0.8%
NRI
13
NFP Retirement Inc
California
$683K +$160K +2,918 +33%
FA
14
Fedenia Advisers
Wisconsin
$475K
CTC
15
Central Trust Company
Missouri
$401K -$70K -1,273 -15%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$362K +$17.3K +314 +5%
ACM
17
AlphaStar Capital Management
North Carolina
$350K
CWM
18
Cornerstone Wealth Management
Missouri
$349K +$19.9K +362 +6%
KAS
19
Kestra Advisory Services
Texas
$345K +$29.3K +533 +10%
Mariner
20
Mariner
Kansas
$305K +$59.6K +1,084 +26%
MCC
21
Money Concepts Capital
Florida
$301K
VHAM
22
Van Hulzen Asset Management
California
$243K +$1.54K +28 +0.7%
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$235K
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$231K -$12.4K -225 -5%
AAS
25
Avantax Advisory Services
Texas
$211K +$165 +3 +0.1%

INCE Hedge Fund Activity: Q2 2025 in Review

41 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q2 2025, worth a combined $48M — up 1.7% from $47.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of INCE and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 18 added.

The largest buyer was Raymond James Financial, adding an estimated $2.02M. The largest seller was Goldman Sachs, cutting an estimated $1.21M.

  • 41 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q2 2025, down from 42 in Q1 2025.
  • Funds reported $48M of Franklin Income Equity Focus ETF stock for Q2 2025, up 1.7% quarter-over-quarter.
  • 3 funds opened new Franklin Income Equity Focus ETF positions in Q2 2025 and 4 closed out, a net change of -1 holder.
  • The largest Franklin Income Equity Focus ETF buyer in Q2 2025 was Raymond James Financial, an estimated $2.02M added.
  • The largest Franklin Income Equity Focus ETF seller in Q2 2025 was Goldman Sachs, an estimated $1.21M sold.

Based on aggregated 13F filings for Q2 2025.