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Franklin Genomic Advancements ETF

8 hedge funds and large institutions have $2.21M invested in Franklin Genomic Advancements ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

0% more funds holding

Funds holding: 88 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

2.48% less ownership

Funds ownership: 22.9%20.42% (-2.5%)

26% less capital invested

Capital invested by funds: $2.97M → $2.21M (-$767K)

Holders
8
Holders Change
Holders Change %
0%
% of All Funds
0.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$1.25M +$1.12M +38,153 +479%
LPL Financial
2
LPL Financial
California
$482K +$26K +885 +5%
Jane Street
3
Jane Street
New York
$217K -$970K -32,981 -80%
UBS Group
4
UBS Group
Switzerland
$71.9K +$16K +544 +26%
Osaic Holdings
5
Osaic Holdings
Arizona
$71K +$77.4K +2,630 New
HHGA
6
Halbert Hargrove Global Advisors
California
$69K +$22.2K +753 +42%
HI
7
Harbour Investments
Wisconsin
$49.2K +$49.6K +1,687 +1,240%
Morgan Stanley
8
Morgan Stanley
New York
$33 +$29 +1 New
JP Morgan Chase
9
JP Morgan Chase
New York
$1
GT
10
Glenview Trust
Kentucky
-$941K -32,625 Closed
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
-$12K -400 Closed

HELX Hedge Fund Activity: Q1 2025 in Review

8 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Franklin Genomic Advancements ETF (HELX) for Q1 2025, worth a combined $2.21M — down 26% from $2.97M a quarter earlier.

Fund positioning in HELX was balanced in Q1 2025: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 1 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.12M. The largest seller was Jane Street, cutting an estimated $970K.

  • 8 institutional investors held Franklin Genomic Advancements ETF (HELX) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $2.21M of Franklin Genomic Advancements ETF stock for Q1 2025, down 26% quarter-over-quarter.
  • 2 funds opened new Franklin Genomic Advancements ETF positions in Q1 2025 and 2 closed out, a net change of 0 holders.
  • The largest Franklin Genomic Advancements ETF buyer in Q1 2025 was Citadel Advisors, an estimated $1.12M added.
  • The largest Franklin Genomic Advancements ETF seller in Q1 2025 was Jane Street, an estimated $970K sold.

Based on aggregated 13F filings for Q1 2025.