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Franklin Income Focus ETF

84 hedge funds and large institutions have $440M invested in Franklin Income Focus ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 63 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 7

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

23% more capital invested

Capital invested by funds: $358M → $440M (+$81.2M)

5% more funds holding

Funds holding: 8084 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.6% less ownership

Funds ownership: 52.99%52.39% (-0.6%)

Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
63
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$75.6M +$17.1M +621,132 +30%
Raymond James Financial
2
Raymond James Financial
Florida
$54.1M +$7.1M +258,689 +15%
Wells Fargo
3
Wells Fargo
California
$44.1M +$8.73M +317,777 +25%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$27.4M +$2.07M +75,523 +8%
SIAS
5
Summit Investment Advisory Services
Minnesota
$26.9M +$1.63M +59,238 +6%
Ameriprise
6
Ameriprise
Minnesota
$25.2M +$6.14M +223,654 +33%
Osaic Holdings
7
Osaic Holdings
Arizona
$16.8M +$2.36M +85,955 +17%
LFG
8
Larson Financial Group
Missouri
$15.3M +$5.98M +217,670 +65%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$15.1M +$1.11M +40,412 +8%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$14.8M +$2.86M +104,171 +24%
SFS
11
Sowell Financial Services
Arkansas
$12.1M +$663K +24,153 +6%
BWM
12
Base Wealth Management
Florida
$8.42M +$873K +31,809 +12%
NLP
13
Next Level Private
New York
$7.8M +$650K +23,672 +9%
Stifel Financial
14
Stifel Financial
Missouri
$7.23M +$791K +28,817 +12%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.54M -$177K -6,440 -3%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$5.98M +$1.19M +43,225 +25%
SPIA
17
Steward Partners Investment Advisory
New York
$4.16M +$532K +19,366 +15%
Bank of America
18
Bank of America
North Carolina
$3.92M +$3.22M +117,382 +488%
SMC
19
Smith, Moore & Co
Missouri
$3.89M +$6.45K +235 +0.2%
Lido Advisors
20
Lido Advisors
California
$3.88M +$18.9K +687 +0.5%
DADC
21
D.A. Davidson & Co
Montana
$3.81M +$55.4K +2,017 +1%
Jane Street
22
Jane Street
New York
$3.77M +$2.71M +98,776 +265%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$3.69M +$1.94M +70,688 +113%
DC
24
Davenport & Co
Virginia
$3.11M +$273K +9,958 +10%
Morgan Stanley
25
Morgan Stanley
New York
$3.02M +$1.56M +56,641 +108%

INCM Hedge Fund Activity: Q3 2025 in Review

84 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Focus ETF (INCM) for Q3 2025, worth a combined $440M — up 23% from $358M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new INCM positions and 2 closed out — a net gain of 6 holders — while 63 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $17.1M. The largest seller was Elequin Capital, cutting an estimated $2.5M.

  • 84 institutional investors held Franklin Income Focus ETF (INCM) as of Q3 2025, up from 80 in Q2 2025.
  • Funds reported $440M of Franklin Income Focus ETF stock for Q3 2025, up 23% quarter-over-quarter.
  • 8 funds opened new Franklin Income Focus ETF positions in Q3 2025 and 2 closed out, a net change of +6 holders.
  • The largest Franklin Income Focus ETF buyer in Q3 2025 was LPL Financial, an estimated $17.1M added.
  • The largest Franklin Income Focus ETF seller in Q3 2025 was Elequin Capital, an estimated $2.5M sold.

Based on aggregated 13F filings for Q3 2025.