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Franklin Income Focus ETF

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: 4756 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$35.8M +$6.38M +237,594 +21%
Raymond James Financial
2
Raymond James Financial
Florida
$29.1M +$29.9M +1,113,823 New
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$25M +$4.69M +174,400 +22%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.7M +$1.69M +63,064 +10%
Ameriprise
5
Ameriprise
Minnesota
$13.3M +$3.81M +141,904 +38%
Wells Fargo
6
Wells Fargo
California
$12.2M +$11.6M +429,988 +1,098%
SFS
7
Sowell Financial Services
Arkansas
$9.36M +$3.15M +117,317 +49%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$6.86M +$707K +26,298 +11%
NLP
9
Next Level Private
New York
$6.21M +$356K +13,233 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.18M +$1.83M +68,103 +52%
Osaic Holdings
11
Osaic Holdings
Arizona
$4.58M +$1.64M +60,944 +53%
Stifel Financial
12
Stifel Financial
Missouri
$4.36M +$208K +7,750 +5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.07M +$229K +8,536 +8%
SPIA
14
Steward Partners Investment Advisory
New York
$2.82M +$1.09M +40,387 +60%
DADC
15
D.A. Davidson & Co
Montana
$2.26M +$1.62M +60,234 +227%
SIAS
16
Summit Investment Advisory Services
Minnesota
$2.23M +$281K +10,447 +14%
LI
17
LVZ Inc
Michigan
$2.15M +$197K +7,324 +10%
DC
18
Davenport & Co
Virginia
$2.09M +$682K +25,361 +46%
NA
19
NewEdge Advisors
Louisiana
$1.64M +$164K +6,099 +11%
Morgan Stanley
20
Morgan Stanley
New York
$1.57M +$1.62M +60,185 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.42M +$457K +16,991 +45%
KAS
22
Kestra Advisory Services
Texas
$1.35M +$286K +10,658 +26%
Jane Street
23
Jane Street
New York
$1.14M +$147K +5,475 +14%
Citadel Advisors
24
Citadel Advisors
Florida
$904K +$931K +34,634 New
Lido Advisors
25
Lido Advisors
California
$866K -$29.6K -1,103 -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.