Franklin Genomic Advancements ETF
HELX
6 hedge funds and large institutions have $1.69M invested in Franklin Genomic Advancements ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
175% more capital invested
Capital invested by funds: $613K → $1.69M (+$1.07M)
5.03% more ownership
Funds ownership: 2.82% → 7.85% (+5%)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.31M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$93.3K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$4.81K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.57K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$154K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$38.8K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$27.7K |
| 4 |
Morgan Stanley
New York
|
-$58 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $1.24M | +$1.31M | +37,568 | New |
|
|
2
LPL Financial
San Diego,
California
| $222K | -$154K | -4,427 | -40% |
|
|
3
Franklin Resources
San Mateo,
California
| $88.4K | +$93.3K | +2,675 | New |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $77.3K | -$27.7K | -794 | -25% |
|
|
HI
5
Harbour Investments
Madison,
Wisconsin
| $54.6K | +$4.81K | +138 | +9% |
|
|
6
UBS Group
Zurich,
Switzerland
| $2.94K | +$1.57K | +45 | +102% |
|
7
JP Morgan Chase
New York
| $1 | – | – | – |
|
|
KAS
8
Kestra Advisory Services
Austin,
Texas
| – | -$38.8K | -1,069 | Closed |
|
|
9
Morgan Stanley
New York
| – | -$58 | -1 | Closed |
|
HELX Hedge Fund Activity: Q1 2026 in Review
6 of the 8,136 institutional investors tracked by Wall St. Rank reported a position in Franklin Genomic Advancements ETF (HELX) for Q1 2026, worth a combined $1.69M — up 175% from $613K a quarter earlier.
Fund positioning in HELX was balanced in Q1 2026: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.31M. The largest seller was LPL Financial, cutting an estimated $154K.
- 6 institutional investors held Franklin Genomic Advancements ETF (HELX) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $1.69M of Franklin Genomic Advancements ETF stock for Q1 2026, up 175% quarter-over-quarter.
- 2 funds opened new Franklin Genomic Advancements ETF positions in Q1 2026 and 2 closed out, a net change of 0 holders.
- The largest Franklin Genomic Advancements ETF buyer in Q1 2026 was Citadel Advisors, an estimated $1.31M added.
- The largest Franklin Genomic Advancements ETF seller in Q1 2026 was LPL Financial, an estimated $154K sold.
Based on aggregated 13F filings for Q1 2026.