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.
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%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWSG
51
GPS Wealth Strategies Group
Centennial,
Colorado
| $82.4K | +$24.7K | +920 | +41% |
|
|
BC
52
Barrett & Company
Providence,
Rhode Island
| $39.1K | – | – | – |
|
53
Franklin Resources
San Mateo,
California
| $17.1K | +$17.6K | +654 | New |
|
|
TSMHT
54
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $14.6K | +$15K | +559 | New |
|
55
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $14K | +$14.3K | +533 | New |
|
56
JP Morgan Chase
New York
| $7.44K | – | – | – |
|
57
Mariner
Overland Park,
Kansas
| – | -$291K | -10,698 | Closed |
|
|
BCI
58
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$225K | -8,264 | Closed |
|
|
OPS
59
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$225K | -8,264 | Closed |
|
60
Fidelity Investments
Boston,
Massachusetts
| – | -$27 | -1 | Closed |
|
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.