Franklin Genomic Advancements ETF
HELX
5 hedge funds and large institutions have $439K invested in Franklin Genomic Advancements ETF in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 3 closing their positions.
20.56% less ownership
Funds ownership: 23.16% → 2.59% (-21%)
38% less funds holding
Funds holding: 8 → 5 (-3)
83% less capital invested
Capital invested by funds: $2.57M → $439K (-$2.13M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.76M |
| 2 |
LPL Financial
San Diego,
California
|
-$366K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$41.6K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$23.9K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.46K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $282K | -$366K | -12,584 | -58% |
|
2
Osaic Holdings
Scottsdale,
Arizona
| $95.5K | – | – | – |
|
|
HI
3
Harbour Investments
Madison,
Wisconsin
| $49.9K | -$1.46K | -50 | -3% |
|
|
HHGA
4
Halbert Hargrove Global Advisors
Long Beach,
California
| $12.4K | – | – | – |
|
5
Morgan Stanley
New York
| $50 | – | – | – |
|
6
JP Morgan Chase
New York
| $1 | – | – | – |
|
|
7
Citadel Advisors
Miami,
Florida
| – | -$1.76M | -63,368 | Closed |
|
|
8
Raymond James Financial
St Petersburg,
Florida
| – | -$41.6K | -1,500 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$23.9K | -863 | Closed |
|
HELX Hedge Fund Activity: Q3 2025 in Review
5 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Franklin Genomic Advancements ETF (HELX) for Q3 2025, worth a combined $439K — down 83% from $2.57M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of HELX and 0 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 0 added.
The largest seller was Citadel Advisors, exiting entirely with an estimated $1.76M sold.
- 5 institutional investors held Franklin Genomic Advancements ETF (HELX) as of Q3 2025, down from 8 in Q2 2025.
- Funds reported $439K of Franklin Genomic Advancements ETF stock for Q3 2025, down 83% quarter-over-quarter.
- 0 funds opened new Franklin Genomic Advancements ETF positions in Q3 2025 and 3 closed out, a net change of -3 holders.
- The largest Franklin Genomic Advancements ETF seller in Q3 2025 was Citadel Advisors, an estimated $1.76M sold.
Based on aggregated 13F filings for Q3 2025.