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INCE

Franklin Income Equity Focus ETF

41 hedge funds and large institutions have $52.1M invested in Franklin Income Equity Focus ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $48M → $52.1M (+$4.07M)

1.07% more ownership

Funds ownership: 52.21%53.29% (+1.1%)

0% more funds holding

Funds holding: 4141 (0)

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$20.7M +$958K +16,311 +5%
Raymond James Financial
2
Raymond James Financial
Florida
$13.3M +$1.74M +29,559 +15%
DADC
3
D.A. Davidson & Co
Montana
$2.39M +$33.8K +575 +1%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.64M -$204K -3,472 -11%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.38M +$220K +3,752 +19%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.25M -$37.5K -638 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.15M -$507K -8,626 -31%
Goldman Sachs
8
Goldman Sachs
New York
$978K
FGA
9
Fortis Group Advisors
New Jersey
$953K -$21.2K -361 -2%
Jane Street
10
Jane Street
New York
$806K -$129K -2,191 -14%
NRI
11
NFP Retirement Inc
California
$722K +$17.2K +292 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$719K -$52.9K -901 -7%
PAG
13
Private Advisor Group
New Jersey
$718K -$2K -34 -0.3%
SA
14
Sanctuary Advisors
Indiana
$600K +$595K +10,119 New
Mariner
15
Mariner
Kansas
$531K +$215K +3,658 +69%
FA
16
Fedenia Advisers
Wisconsin
$490K
CTC
17
Central Trust Company
Missouri
$380K -$33.4K -569 -8%
CWM
18
Cornerstone Wealth Management
Missouri
$375K +$14.5K +246 +4%
ACM
19
AlphaStar Capital Management
North Carolina
$361K
MCC
20
Money Concepts Capital
Florida
$311K
KAS
21
Kestra Advisory Services
Texas
$310K -$45.1K -768 -13%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$303K +$167K +2,842 +125%
VHAM
23
Van Hulzen Asset Management
California
$286K +$35.3K +601 +14%
AAP
24
Arax Advisory Partners
Colorado
$258K +$196K +3,330 +174%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$243K +$4.41K +75 +2%

INCE Hedge Fund Activity: Q3 2025 in Review

41 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Equity Focus ETF (INCE) for Q3 2025, worth a combined $52.1M — up 8.5% from $48M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new INCE positions and 4 closed out — a net gain of 1 holder — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $1.74M. The largest seller was Royal Bank of Canada, cutting an estimated $507K.

  • 41 institutional investors held Franklin Income Equity Focus ETF (INCE) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $52.1M of Franklin Income Equity Focus ETF stock for Q3 2025, up 8.5% quarter-over-quarter.
  • 5 funds opened new Franklin Income Equity Focus ETF positions in Q3 2025 and 4 closed out, a net change of +1 holder.
  • The largest Franklin Income Equity Focus ETF buyer in Q3 2025 was Raymond James Financial, an estimated $1.74M added.
  • The largest Franklin Income Equity Focus ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $507K sold.

Based on aggregated 13F filings for Q3 2025.