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Franklin Income Focus ETF

47 hedge funds and large institutions have $159M invested in Franklin Income Focus ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

257% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 7

34% more capital invested

Capital invested by funds: $119M → $159M (+$40.3M)

27% more funds holding

Funds holding: 3747 (+10)

0.65% more ownership

Funds ownership: 48.23%48.87% (+0.65%)

Holders
47
Holders Change
+10
Holders Change %
+27.03%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
25
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
SFG Wealth Management
Maryland
$625K -$15.5K -582 -2%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$558K -$74.8K -2,810 -12%
PTC
28
Private Trust Company
Ohio
$444K
VWA
29
Visionary Wealth Advisors
Illinois
$424K +$89.5K +3,361 +27%
PWM
30
Perigon Wealth Management
California
$405K +$6.12K +230 +2%
PAG
31
Private Advisor Group
New Jersey
$382K +$374K +14,036 New
FAIM
32
Financial Advocates Investment Management
Washington
$346K +$87.7K +3,295 +35%
RJT
33
Raymond James Trust
Florida
$332K +$54.6K +2,050 +20%
Mariner
34
Mariner
Kansas
$291K +$285K +10,698 New
HAS
35
HBW Advisory Services
California
$241K -$80 -3 -0%
SWP
36
Stratos Wealth Partners
Ohio
$236K +$231K +8,685 New
SAI
37
Savvy Advisors Inc
New York
$231K +$227K +8,513 New
BCI
38
Brinker Capital Investments
Pennsylvania
$225K +$220K +8,264 New
OPS
39
Orion Portfolio Solutions
Nebraska
$225K +$220K +8,264 New
KIG
40
Kennedy Investment Group
New Jersey
$224K +$219K +8,232 New
AAS
41
Ameritas Advisory Services
Nebraska
$223K +$10.9K +410 +5%
HI
42
Harbour Investments
Wisconsin
$221K +$158K +5,946 +273%
PS
43
Principal Securities
Iowa
$116K +$114K +4,275 New
GWSG
44
GPS Wealth Strategies Group
Colorado
$60.8K +$49K +1,840 +463%
BC
45
Barrett & Company
Rhode Island
$40.8K
JP Morgan Chase
46
JP Morgan Chase
New York
$7.75K -$38.6K -1,449 -84%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$27 +$27 +1 New
OMC
48
Old Mission Capital
Illinois
-$812K -31,378 Closed
Citadel Advisors
49
Citadel Advisors
Florida
-$256K -9,884 Closed
CA
50
Calton & Associates
Florida
-$224K -8,665 Closed

INCM Hedge Fund Activity: Q3 2024 in Review

47 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Focus ETF (INCM) for Q3 2024, worth a combined $159M — up 34% from $119M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new INCM positions and 3 closed out — a net gain of 10 holders — while 25 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.84M. The largest seller was Osaic Holdings, cutting an estimated $3.28M.

  • 47 institutional investors held Franklin Income Focus ETF (INCM) as of Q3 2024, up from 37 in Q2 2024.
  • Funds reported $159M of Franklin Income Focus ETF stock for Q3 2024, up 34% quarter-over-quarter.
  • 13 funds opened new Franklin Income Focus ETF positions in Q3 2024 and 3 closed out, a net change of +10 holders.
  • The largest Franklin Income Focus ETF buyer in Q3 2024 was LPL Financial, an estimated $7.84M added.
  • The largest Franklin Income Focus ETF seller in Q3 2024 was Osaic Holdings, an estimated $3.28M sold.

Based on aggregated 13F filings for Q3 2024.