Franklin Genomic Advancements ETF
HELX
9 hedge funds and large institutions have $1.21M invested in Franklin Genomic Advancements ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
25% more capital invested
Capital invested by funds: $964K → $1.21M (+$243K)
13% more funds holding
Funds holding: 8 → 9 (+1)
10.61% more ownership
Funds ownership: 30.12% → 40.73% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$328K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$12.3K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$7.1K |
| 4 |
Jane Street
New York
|
+$4.68K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3.55K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$2K |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$962 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $430K | +$4.68K | +141 | +1% |
|
|
2
LPL Financial
San Diego,
California
| $293K | +$328K | +9,889 | New |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $262K | +$12.3K | +372 | +4% |
|
|
BFEC
4
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $139K | -$962 | -29 | -0.6% |
|
|
5
UBS Group
Zurich,
Switzerland
| $43K | +$7.1K | +214 | +17% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $30K | +$66 | +2 | +0.2% |
|
|
HI
7
Harbour Investments
Madison,
Wisconsin
| $6K | – | – | – |
|
|
8
Wells Fargo
San Francisco,
California
| $3K | +$3.55K | +107 | New |
|
9
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1K | – | – | – |
|
|
GWM
10
Geneos Wealth Management
Englewood,
Colorado
| – | -$2K | -85 | Closed |
|
HELX Hedge Fund Activity: Q3 2022 in Review
9 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Franklin Genomic Advancements ETF (HELX) for Q3 2022, worth a combined $1.21M — up 25% from $964K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new HELX positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $328K. The largest seller was Geneos Wealth Management, exiting entirely with an estimated $2K sold.
- 9 institutional investors held Franklin Genomic Advancements ETF (HELX) as of Q3 2022, up from 8 in Q2 2022.
- Funds reported $1.21M of Franklin Genomic Advancements ETF stock for Q3 2022, up 25% quarter-over-quarter.
- 2 funds opened new Franklin Genomic Advancements ETF positions in Q3 2022 and 1 closed out, a net change of +1 holder.
- The largest Franklin Genomic Advancements ETF buyer in Q3 2022 was LPL Financial, an estimated $328K added.
- The largest Franklin Genomic Advancements ETF seller in Q3 2022 was Geneos Wealth Management, an estimated $2K sold.
Based on aggregated 13F filings for Q3 2022.