Franklin Genomic Advancements ETF
HELX
5 hedge funds and large institutions have $1.55M invested in Franklin Genomic Advancements ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
10.16% less ownership
Funds ownership: 26.05% → 15.89% (-10%)
29% less funds holding
Funds holding: 7 → 5 (-2)
38% less capital invested
Capital invested by funds: $2.48M → $1.55M (-$931K)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$110K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$13.3K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$13.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$874K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$212K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$5.96K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.95K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GT
1
Glenview Trust
Louisville,
Kentucky
| $1.06M | – | – | – |
|
|
2
LPL Financial
San Diego,
California
| $460K | +$110K | +3,374 | +31% |
|
|
3
UBS Group
Zurich,
Switzerland
| $14.6K | +$13.3K | +407 | +969% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $13K | +$13.1K | +400 | New |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $66 | -$5.95K | -182 | -99% |
|
6
JP Morgan Chase
New York
| $1 | – | – | – |
|
|
GS
7
GTS Securities
New York
| – | -$874K | -27,603 | Closed |
|
|
8
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$212K | -6,677 | Closed |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| – | -$5.96K | -188 | Closed |
|
HELX Hedge Fund Activity: Q3 2024 in Review
5 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Franklin Genomic Advancements ETF (HELX) for Q3 2024, worth a combined $1.55M — down 38% from $2.48M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of HELX and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 2 added.
The largest buyer was LPL Financial, adding an estimated $110K. The largest seller was GTS Securities, exiting entirely with an estimated $874K sold.
- 5 institutional investors held Franklin Genomic Advancements ETF (HELX) as of Q3 2024, down from 7 in Q2 2024.
- Funds reported $1.55M of Franklin Genomic Advancements ETF stock for Q3 2024, down 38% quarter-over-quarter.
- 1 fund opened new Franklin Genomic Advancements ETF positions in Q3 2024 and 3 closed out, a net change of -2 holders.
- The largest Franklin Genomic Advancements ETF buyer in Q3 2024 was LPL Financial, an estimated $110K added.
- The largest Franklin Genomic Advancements ETF seller in Q3 2024 was GTS Securities, an estimated $874K sold.
Based on aggregated 13F filings for Q3 2024.