Franklin Genomic Advancements ETF
HELX
10 hedge funds and large institutions have $3.11M invested in Franklin Genomic Advancements ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
11% more funds holding
Funds holding: 9 → 10 (+1)
8.56% less ownership
Funds ownership: 40.23% → 31.67% (-8.6%)
27% less capital invested
Capital invested by funds: $4.29M → $3.11M (-$1.18M)
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$346K |
| 2 |
LPL Financial
San Diego,
California
|
+$68K |
| 3 |
Citigroup
New York
|
+$469 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$1.1M |
| 2 |
Jane Street
New York
|
-$373K |
| 3 |
GT
Glenview Trust
Louisville,
Kentucky
|
-$300K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$49.6K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$18.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GT
1
Glenview Trust
Louisville,
Kentucky
| $1.07M | -$300K | -9,610 | -23% |
|
|
2
Jane Street
New York
| $455K | -$373K | -11,923 | -46% |
|
|
GS
3
GTS Securities
New York
| $449K | -$1.1M | -35,228 | -72% |
|
|
4
Citadel Advisors
Miami,
Florida
| $363K | +$346K | +11,072 | New |
|
|
5
LPL Financial
San Diego,
California
| $303K | +$68K | +2,175 | +31% |
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $231K | – | – | – |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $227K | -$18.2K | -582 | -8% |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $9.73K | -$3.13K | -100 | -25% |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| $6.16K | – | – | – |
|
|
10
Citigroup
New York
| $491 | +$469 | +15 | New |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$49.6K | -1,628 | Closed |
|
HELX Hedge Fund Activity: Q1 2024 in Review
10 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Franklin Genomic Advancements ETF (HELX) for Q1 2024, worth a combined $3.11M — down 27% from $4.29M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new HELX positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 5 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $346K. The largest seller was GTS Securities, cutting an estimated $1.1M.
- 10 institutional investors held Franklin Genomic Advancements ETF (HELX) as of Q1 2024, up from 9 in Q4 2023.
- Funds reported $3.11M of Franklin Genomic Advancements ETF stock for Q1 2024, down 27% quarter-over-quarter.
- 2 funds opened new Franklin Genomic Advancements ETF positions in Q1 2024 and 1 closed out, a net change of +1 holder.
- The largest Franklin Genomic Advancements ETF buyer in Q1 2024 was Citadel Advisors, an estimated $346K added.
- The largest Franklin Genomic Advancements ETF seller in Q1 2024 was GTS Securities, an estimated $1.1M sold.
Based on aggregated 13F filings for Q1 2024.