Franklin Income Focus ETF
INCM
37 hedge funds and large institutions have $119M invested in Franklin Income Focus ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 5 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 6
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
76% more capital inflows, than outflows
Capital inflows: $20.3M | Capital outflows: $11.5M
19% more funds holding
Funds holding: 31 → 37 (+6)
3.08% more ownership
Funds ownership: 45.15% → 48.23% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.39M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.66M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.04M |
| 4 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.82M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Atria Investments
Charlotte,
North Carolina
|
-$2.82M |
| 2 |
Jane Street
New York
|
-$1.98M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.98M |
| 4 |
Avantax Advisory Services
Dallas,
Texas
|
-$1.8M |
| 5 |
Summit Investment Advisory Services
Roseville,
Minnesota
|
-$1.59M |
INCM Hedge Fund Activity: Q2 2024 in Review
37 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Focus ETF (INCM) for Q2 2024, worth a combined $119M — up 5.9% from $112M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new INCM positions and 5 closed out — a net gain of 7 holders — while 16 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.39M. The largest seller was Atria Investments, exiting entirely with an estimated $2.82M sold.
- 37 institutional investors held Franklin Income Focus ETF (INCM) as of Q2 2024, up from 31 in Q1 2024.
- Funds reported $119M of Franklin Income Focus ETF stock for Q2 2024, up 5.9% quarter-over-quarter.
- 12 funds opened new Franklin Income Focus ETF positions in Q2 2024 and 5 closed out, a net change of +7 holders.
- The largest Franklin Income Focus ETF buyer in Q2 2024 was LPL Financial, an estimated $4.39M added.
- The largest Franklin Income Focus ETF seller in Q2 2024 was Atria Investments, an estimated $2.82M sold.
Based on aggregated 13F filings for Q2 2024.