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Franklin Income Focus ETF
INCM

56 hedge funds and large institutions have $205M invested in Franklin Income Focus ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,650% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 2

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

29% more capital invested

Capital invested by funds: $159M → $205M (+$45.9M)

19% more funds holding

Funds holding: 47 → 56 (+9)

0.91% more ownership

Funds ownership: 48.87% → 49.78% (+0.91%)

Holders
56
Holders Change
+9
Holders Change %
+19.15%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
35
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$11.6M
2
LPL Financial
LPL Financial
California
+$6.38M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$4.69M
4
Ameriprise
Ameriprise
Minnesota
+$3.81M
5
SFS
Sowell Financial Services
Arkansas
+$3.15M

Top Sellers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
-$291K
2
BCI
Brinker Capital Investments
Pennsylvania
-$225K
3
OPS
Orion Portfolio Solutions
Nebraska
-$225K
4
PFS
Prospera Financial Services
Texas
-$30.4K
5
Lido Advisors
Lido Advisors
California
-$29.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
26
Advisory Services Network
Georgia
$830K +$854K +31,793 New
PFS
27
Prospera Financial Services
Texas
$807K -$30.4K -1,130 -4%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$781K +$804K +29,934 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$675K +$144K +5,342 +26%
SWM
30
SFG Wealth Management
Maryland
$642K +$42.1K +1,567 +7%
BEI
31
Benjamin Edwards Inc
Missouri
$639K +$658K +24,474 New
PFG
32
Pinnacle Financial Group
Illinois
$554K +$570K +21,207 New
PAG
33
Private Advisor Group
New Jersey
$522K +$160K +5,954 +42%
FAIM
34
Financial Advocates Investment Management
Washington
$512K +$185K +6,876 +54%
VWA
35
Visionary Wealth Advisors
Illinois
$449K +$43K +1,600 +10%
IWB
36
Innovative Wealth Building
Maryland
$432K +$445K +16,542 New
SA
37
Sanctuary Advisors
Indiana
$429K +$431K +16,036 New
PTC
38
Private Trust Company
Ohio
$426K – – –
PWM
39
Perigon Wealth Management
California
$424K +$30.5K +1,135 +8%
AAS
40
Ameritas Advisory Services
Nebraska
$376K +$167K +6,212 +76%
XF
41
XML Financial
Maryland
$332K +$342K +12,715 New
CA
42
Calton & Associates
Florida
$278K +$287K +10,665 New
HI
43
Harbour Investments
Wisconsin
$267K +$56.5K +2,101 +26%
SWP
44
Stratos Wealth Partners
Ohio
$257K +$31.6K +1,175 +14%
IAA
45
Independent Advisor Alliance
North Carolina
$252K +$260K +9,659 New
HAS
46
HBW Advisory Services
California
$231K +$54 +2 +0%
VCP
47
Verus Capital Partners
Arizona
$224K +$231K +8,601 New
SAI
48
Savvy Advisors Inc
New York
$223K +$1.13K +42 +0.5%
KIG
49
Kennedy Investment Group
New Jersey
$216K +$1.13K +42 +0.5%
PS
50
Principal Securities
Iowa
$139K +$28.6K +1,065 +25%
1
2
3

INCM Hedge Fund Activity: Q4 2024 in Review

56 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Focus ETF (INCM) for Q4 2024, worth a combined $205M — up 29% from $159M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new INCM positions and 4 closed out — a net gain of 12 holders — while 35 added to existing stakes and 2 trimmed.

The largest buyer was Wells Fargo, adding an estimated $11.6M. The largest seller was Mariner, exiting entirely with an estimated $291K sold.

  • 56 institutional investors held Franklin Income Focus ETF (INCM) as of Q4 2024, up from 47 in Q3 2024.
  • Funds reported $205M of Franklin Income Focus ETF stock for Q4 2024, up 29% quarter-over-quarter.
  • 16 funds opened new Franklin Income Focus ETF positions in Q4 2024 and 4 closed out, a net change of +12 holders.
  • The largest Franklin Income Focus ETF buyer in Q4 2024 was Wells Fargo, an estimated $11.6M added.
  • The largest Franklin Income Focus ETF seller in Q4 2024 was Mariner, an estimated $291K sold.

Based on aggregated 13F filings for Q4 2024.