Franklin Genomic Advancements ETF
HELX
6 hedge funds and large institutions have $914K invested in Franklin Genomic Advancements ETF in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 3 closing their positions.
1.15% less ownership
Funds ownership: 12.23% → 11.08% (-1.1%)
29% less capital invested
Capital invested by funds: $1.29M → $914K (-$376K)
33% less funds holding
Funds holding: 9 → 6 (-3)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$113K |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$1.75K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$151K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$27.8K |
| 3 |
VCM
Vigilant Capital Management
Portland,
Maine
|
-$27K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$18.2K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$9.96K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $473K | +$113K | +3,683 | +31% |
|
|
2
Jane Street
New York
| $290K | -$151K | -4,924 | -34% |
|
|
BFEC
3
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $141K | +$1.75K | +57 | +1% |
|
|
HI
4
Harbour Investments
Madison,
Wisconsin
| $5.71K | – | – | – |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $3.5K | -$27.8K | -904 | -89% |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $264 | -$9.96K | -324 | -4% |
|
|
VCM
7
Vigilant Capital Management
Portland,
Maine
| – | -$27K | -900 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$18.2K | -603 | Closed |
|
9
Wells Fargo
San Francisco,
California
| – | -$3.22K | -107 | Closed |
|
HELX Hedge Fund Activity: Q1 2023 in Review
6 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Franklin Genomic Advancements ETF (HELX) for Q1 2023, worth a combined $914K — down 29% from $1.29M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of HELX and 0 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 2 added.
The largest buyer was LPL Financial, adding an estimated $113K. The largest seller was Jane Street, cutting an estimated $151K.
- 6 institutional investors held Franklin Genomic Advancements ETF (HELX) as of Q1 2023, down from 9 in Q4 2022.
- Funds reported $914K of Franklin Genomic Advancements ETF stock for Q1 2023, down 29% quarter-over-quarter.
- 0 funds opened new Franklin Genomic Advancements ETF positions in Q1 2023 and 3 closed out, a net change of -3 holders.
- The largest Franklin Genomic Advancements ETF buyer in Q1 2023 was LPL Financial, an estimated $113K added.
- The largest Franklin Genomic Advancements ETF seller in Q1 2023 was Jane Street, an estimated $151K sold.
Based on aggregated 13F filings for Q1 2023.