Franklin Genomic Advancements ETF
HELX
7 hedge funds and large institutions have $1.1M invested in Franklin Genomic Advancements ETF in 2023 Q3 according to their latest regulatory filings, with 1 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
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
10.61% less ownership
Funds ownership: 23.51% → 12.91% (-11%)
56% less capital invested
Capital invested by funds: $2.49M → $1.1M (-$1.39M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$24K |
| 2 |
Jane Street
New York
|
+$8.26K |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$5.79K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.21K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.15K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$1.35M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.25K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $368K | +$8.26K | +274 | +2% |
|
|
2
LPL Financial
San Diego,
California
| $259K | +$24K | +795 | +10% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $225K | +$1.15K | +38 | +0.5% |
|
|
BFEC
4
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $225K | +$5.79K | +192 | +2% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $13.6K | -$4.25K | -141 | -23% |
|
|
HI
6
Harbour Investments
Madison,
Wisconsin
| $5.33K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $1.13K | +$1.21K | +40 | New |
|
|
GS
8
GTS Securities
New York
| – | -$1.35M | -44,781 | Closed |
|
HELX Hedge Fund Activity: Q3 2023 in Review
7 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Franklin Genomic Advancements ETF (HELX) for Q3 2023, worth a combined $1.1M — down 56% from $2.49M a quarter earlier.
Fund positioning in HELX was balanced in Q3 2023: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, adding an estimated $24K. The largest seller was GTS Securities, exiting entirely with an estimated $1.35M sold.
- 7 institutional investors held Franklin Genomic Advancements ETF (HELX) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $1.1M of Franklin Genomic Advancements ETF stock for Q3 2023, down 56% quarter-over-quarter.
- 1 fund opened new Franklin Genomic Advancements ETF positions in Q3 2023 and 1 closed out, a net change of 0 holders.
- The largest Franklin Genomic Advancements ETF buyer in Q3 2023 was LPL Financial, an estimated $24K added.
- The largest Franklin Genomic Advancements ETF seller in Q3 2023 was GTS Securities, an estimated $1.35M sold.
Based on aggregated 13F filings for Q3 2023.