Franklin Genomic Advancements ETF
HELX
10 hedge funds and large institutions have $14.3M invested in Franklin Genomic Advancements ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 1 closing their positions.
247% more capital invested
Capital invested by funds: $4.12M → $14.3M (+$10.2M)
193.98% more ownership
Funds ownership: 79.62% → 273.6% (+194%)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
11% more funds holding
Funds holding: 9 → 10 (+1)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$7.54M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.73M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$255K |
| 4 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$51.4K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$4.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.88M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$64.4K |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$43.3K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$13K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$12.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFA
1
Beaumont Financial Advisors
Needham,
Massachusetts
| $7.29M | +$7.54M | +139,425 | New |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $4.66M | +$4.73M | +87,472 | +5,564% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $791K | -$64.4K | -1,191 | -7% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $464K | +$255K | +4,720 | +114% |
|
|
APA
5
American Portfolios Advisors
Holbrook,
New York
| $349K | +$51.4K | +950 | +17% |
|
|
FTUS
6
Flow Traders U.S.
New York
| $339K | -$12.2K | -225 | -3% |
|
|
BFEC
7
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $186K | -$13K | -241 | -6% |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $180K | – | – | – |
|
|
SWM
9
Spire Wealth Management
Mclean,
Virginia
| $47K | -$43.3K | -800 | -47% |
|
|
GWM
10
Geneos Wealth Management
Englewood,
Colorado
| $4K | +$4.6K | +85 | New |
|
|
11
Jane Street
New York
| – | -$1.88M | -36,210 | Closed |
|
HELX Hedge Fund Activity: Q3 2021 in Review
10 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Franklin Genomic Advancements ETF (HELX) for Q3 2021, worth a combined $14.3M — up 247% from $4.12M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new HELX positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Beaumont Financial Advisors, opening a new position worth an estimated $7.54M. The largest seller was Jane Street, exiting entirely with an estimated $1.88M sold.
- 10 institutional investors held Franklin Genomic Advancements ETF (HELX) as of Q3 2021, up from 9 in Q2 2021.
- Funds reported $14.3M of Franklin Genomic Advancements ETF stock for Q3 2021, up 247% quarter-over-quarter.
- 2 funds opened new Franklin Genomic Advancements ETF positions in Q3 2021 and 1 closed out, a net change of +1 holder.
- The largest Franklin Genomic Advancements ETF buyer in Q3 2021 was Beaumont Financial Advisors, an estimated $7.54M added.
- The largest Franklin Genomic Advancements ETF seller in Q3 2021 was Jane Street, an estimated $1.88M sold.
Based on aggregated 13F filings for Q3 2021.