Franklin Genomic Advancements ETF
HELX
11 hedge funds and large institutions have $7.53M invested in Franklin Genomic Advancements ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
10% more funds holding
Funds holding: 10 → 11 (+1)
47% less capital invested
Capital invested by funds: $14.3M → $7.53M (-$6.79M)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
118.4% less ownership
Funds ownership: 273.6% → 155.21% (-118%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$5.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$244K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$64.2K |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$39.9K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$14K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$7.29M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.39M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$464K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$163K |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$14.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $5.54M | +$5.7M | +114,323 | New |
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $727K | -$6.53K | -131 | -0.9% |
|
|
FTUS
3
Flow Traders U.S.
New York
| $315K | – | – | – |
|
|
APA
4
American Portfolios Advisors
Holbrook,
New York
| $309K | -$14.4K | -289 | -4% |
|
|
5
LPL Financial
San Diego,
California
| $238K | +$244K | +4,903 | New |
|
|
BFEC
6
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $186K | +$14K | +281 | +8% |
|
|
SWM
7
Spire Wealth Management
Mclean,
Virginia
| $82K | +$39.9K | +800 | +89% |
|
|
8
UBS Group
Zurich,
Switzerland
| $62K | +$64.2K | +1,288 | New |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $49K | -$4.39M | -88,027 | -99% |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $9K | -$163K | -3,261 | -95% |
|
|
GWM
11
Geneos Wealth Management
Englewood,
Colorado
| $4K | – | – | – |
|
|
BFA
12
Beaumont Financial Advisors
Needham,
Massachusetts
| – | -$7.29M | -139,425 | Closed |
|
|
13
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$464K | -8,860 | Closed |
|
HELX Hedge Fund Activity: Q4 2021 in Review
11 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Franklin Genomic Advancements ETF (HELX) for Q4 2021, worth a combined $7.53M — down 47% from $14.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HELX positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $5.7M. The largest seller was Beaumont Financial Advisors, exiting entirely with an estimated $7.29M sold.
- 11 institutional investors held Franklin Genomic Advancements ETF (HELX) as of Q4 2021, up from 10 in Q3 2021.
- Funds reported $7.53M of Franklin Genomic Advancements ETF stock for Q4 2021, down 47% quarter-over-quarter.
- 3 funds opened new Franklin Genomic Advancements ETF positions in Q4 2021 and 2 closed out, a net change of +1 holder.
- The largest Franklin Genomic Advancements ETF buyer in Q4 2021 was Jane Street, an estimated $5.7M added.
- The largest Franklin Genomic Advancements ETF seller in Q4 2021 was Beaumont Financial Advisors, an estimated $7.29M sold.
Based on aggregated 13F filings for Q4 2021.