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Franklin Income Focus ETF

95 hedge funds and large institutions have $569M invested in Franklin Income Focus ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 17

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more capital invested

Capital invested by funds: $440M → $569M (+$129M)

13% more funds holding

Funds holding: 8495 (+11)

0.14% more ownership

Funds ownership: 52.39%52.53% (+0.14%)

Holders
95
Holders Change
+11
Holders Change %
+13.1%
% of All Funds
1.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
16
Increased
55
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$107M +$30.6M +1,096,264 +40%
Raymond James Financial
2
Raymond James Financial
Florida
$60.9M +$6.1M +218,738 +11%
Wells Fargo
3
Wells Fargo
California
$55.1M +$10.5M +377,352 +24%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$37.4M +$9.7M +347,817 +35%
Bank of America
5
Bank of America
North Carolina
$34.8M +$30.6M +1,097,999 +776%
SIAS
6
Summit Investment Advisory Services
Minnesota
$28.1M +$820K +29,408 +3%
Ameriprise
7
Ameriprise
Minnesota
$26.6M +$1.08M +38,652 +4%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$20.4M +$4.94M +177,205 +33%
LFG
9
Larson Financial Group
Missouri
$18.4M +$2.92M +104,695 +19%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$16.2M +$1.23M +44,061 +8%
Osaic Holdings
11
Osaic Holdings
Arizona
$15.7M -$1.33M -47,815 -8%
Morgan Stanley
12
Morgan Stanley
New York
$13M +$9.93M +356,079 +327%
SFS
13
Sowell Financial Services
Arkansas
$12.2M -$71.7K -2,571 -0.6%
BWM
14
Base Wealth Management
Florida
$9.59M +$1.07M +38,554 +13%
NLP
15
Next Level Private
New York
$8.71M +$848K +30,423 +11%
Stifel Financial
16
Stifel Financial
Missouri
$8.64M +$1.32M +47,297 +18%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$7.3M +$1.24M +44,581 +21%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$6.5M -$110K -3,945 -2%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$5.81M +$2.07M +74,291 +56%
SPIA
20
Steward Partners Investment Advisory
New York
$4.52M +$313K +11,233 +7%
DADC
21
D.A. Davidson & Co
Montana
$4.04M +$186K +6,679 +5%
Lido Advisors
22
Lido Advisors
California
$3.88M
SMC
23
Smith, Moore & Co
Missouri
$3.87M -$63.2K -2,268 -2%
IF
24
Intrua Financial
Texas
$3.4M +$769K +27,568 +29%
DC
25
Davenport & Co
Virginia
$3.26M +$122K +4,377 +4%

INCM Hedge Fund Activity: Q4 2025 in Review

95 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Franklin Income Focus ETF (INCM) for Q4 2025, worth a combined $569M — up 29% from $440M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new INCM positions and 5 closed out — a net gain of 11 holders — while 55 added to existing stakes and 17 trimmed.

The largest buyer was Bank of America, adding an estimated $30.6M. The largest seller was Jane Street, cutting an estimated $1.66M.

  • 95 institutional investors held Franklin Income Focus ETF (INCM) as of Q4 2025, up from 84 in Q3 2025.
  • Funds reported $569M of Franklin Income Focus ETF stock for Q4 2025, up 29% quarter-over-quarter.
  • 16 funds opened new Franklin Income Focus ETF positions in Q4 2025 and 5 closed out, a net change of +11 holders.
  • The largest Franklin Income Focus ETF buyer in Q4 2025 was Bank of America, an estimated $30.6M added.
  • The largest Franklin Income Focus ETF seller in Q4 2025 was Jane Street, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2025.