Franklin Genomic Advancements ETF
HELX
9 hedge funds and large institutions have $1.29M invested in Franklin Genomic Advancements ETF in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
7% more capital invested
Capital invested by funds: $1.21M → $1.29M (+$82.2K)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
28.5% less ownership
Funds ownership: 40.73% → 12.23% (-29%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$61.1K |
| 2 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$27.6K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.78K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$26.3K |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$3.44K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$1K |
| 4 |
Jane Street
New York
|
-$522 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $436K | -$522 | -17 | -0.1% |
|
|
2
LPL Financial
San Diego,
California
| $358K | +$61.1K | +1,990 | +20% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $272K | +$5.78K | +188 | +2% |
|
|
BFEC
4
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $138K | -$3.44K | -112 | -2% |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $31K | – | – | – |
|
|
VCM
6
Vigilant Capital Management
Portland,
Maine
| $27K | +$27.6K | +900 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $18.2K | -$26.3K | -857 | -59% |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $5.66K | – | – | – |
|
9
Wells Fargo
San Francisco,
California
| $3.22K | – | – | – |
|
|
10
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$1K | -30 | Closed |
|
HELX Hedge Fund Activity: Q4 2022 in Review
9 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Franklin Genomic Advancements ETF (HELX) for Q4 2022, worth a combined $1.29M — up 6.8% from $1.21M a quarter earlier.
Fund positioning in HELX was balanced in Q4 2022: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, adding an estimated $61.1K. The largest seller was UBS Group, cutting an estimated $26.3K.
- 9 institutional investors held Franklin Genomic Advancements ETF (HELX) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $1.29M of Franklin Genomic Advancements ETF stock for Q4 2022, up 6.8% quarter-over-quarter.
- 1 fund opened new Franklin Genomic Advancements ETF positions in Q4 2022 and 1 closed out, a net change of 0 holders.
- The largest Franklin Genomic Advancements ETF buyer in Q4 2022 was LPL Financial, an estimated $61.1K added.
- The largest Franklin Genomic Advancements ETF seller in Q4 2022 was UBS Group, an estimated $26.3K sold.
Based on aggregated 13F filings for Q4 2022.