Franklin Genomic Advancements ETF
HELX
9 hedge funds and large institutions have $4.29M invested in Franklin Genomic Advancements ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
291% more capital invested
Capital invested by funds: $1.1M → $4.29M (+$3.19M)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
29% more funds holding
Funds holding: 7 → 9 (+2)
27.33% more ownership
Funds ownership: 12.91% → 40.23% (+27%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
+$1.36M |
| 2 |
GT
Glenview Trust
Louisville,
Kentucky
|
+$1.17M |
| 3 |
Jane Street
New York
|
+$356K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$209K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$44.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$225K |
| 2 |
LPL Financial
San Diego,
California
|
-$57.3K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$25.4K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.28K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GS
1
GTS Securities
New York
| $1.49M | +$1.36M | +48,932 | New |
|
|
GT
2
Glenview Trust
Louisville,
Kentucky
| $1.29M | +$1.17M | +42,235 | New |
|
|
3
Jane Street
New York
| $786K | +$356K | +12,821 | +99% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $229K | +$209K | +7,516 | New |
|
|
5
LPL Financial
San Diego,
California
| $215K | -$57.3K | -2,062 | -23% |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $215K | -$25.4K | -915 | -11% |
|
|
7
UBS Group
Zurich,
Switzerland
| $49.6K | +$44.1K | +1,588 | +3,970% |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $12.1K | -$2.28K | -82 | -17% |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| $5.73K | – | – | – |
|
|
BFEC
10
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$225K | -7,942 | Closed |
|
HELX Hedge Fund Activity: Q4 2023 in Review
9 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Franklin Genomic Advancements ETF (HELX) for Q4 2023, worth a combined $4.29M — up 291% from $1.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new HELX positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was GTS Securities, opening a new position worth an estimated $1.36M. The largest seller was Benjamin F. Edwards & Company, exiting entirely with an estimated $225K sold.
- 9 institutional investors held Franklin Genomic Advancements ETF (HELX) as of Q4 2023, up from 7 in Q3 2023.
- Funds reported $4.29M of Franklin Genomic Advancements ETF stock for Q4 2023, up 291% quarter-over-quarter.
- 3 funds opened new Franklin Genomic Advancements ETF positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest Franklin Genomic Advancements ETF buyer in Q4 2023 was GTS Securities, an estimated $1.36M added.
- The largest Franklin Genomic Advancements ETF seller in Q4 2023 was Benjamin F. Edwards & Company, an estimated $225K sold.
Based on aggregated 13F filings for Q4 2023.