Franklin Genomic Advancements ETF
HELX
6 hedge funds and large institutions have $613K invested in Franklin Genomic Advancements ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
40% more capital invested
Capital invested by funds: $439K → $613K (+$174K)
20% more funds holding
Funds holding: 5 → 6 (+1)
0.22% more ownership
Funds ownership: 2.59% → 2.82% (+0.22%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$71.9K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$37.7K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.55K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$12.4K |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$4.41K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $404K | +$71.9K | +2,037 | +22% |
|
2
Osaic Holdings
Scottsdale,
Arizona
| $114K | – | – | – |
|
|
HI
3
Harbour Investments
Madison,
Wisconsin
| $54.9K | -$4.41K | -125 | -8% |
|
|
KAS
4
Kestra Advisory Services
Austin,
Texas
| $38.8K | +$37.7K | +1,069 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $1.6K | +$1.55K | +44 | New |
|
6
Morgan Stanley
New York
| $58 | – | – | – |
|
7
JP Morgan Chase
New York
| $1 | – | – | – |
|
|
HHGA
8
Halbert Hargrove Global Advisors
Long Beach,
California
| – | -$12.4K | -402 | Closed |
|
HELX Hedge Fund Activity: Q4 2025 in Review
6 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in Franklin Genomic Advancements ETF (HELX) for Q4 2025, worth a combined $613K — up 40% from $439K 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 1 trimmed.
The largest buyer was LPL Financial, adding an estimated $71.9K. The largest seller was Halbert Hargrove Global Advisors, exiting entirely with an estimated $12.4K sold.
- 6 institutional investors held Franklin Genomic Advancements ETF (HELX) as of Q4 2025, up from 5 in Q3 2025.
- Funds reported $613K of Franklin Genomic Advancements ETF stock for Q4 2025, up 40% quarter-over-quarter.
- 2 funds opened new Franklin Genomic Advancements ETF positions in Q4 2025 and 1 closed out, a net change of +1 holder.
- The largest Franklin Genomic Advancements ETF buyer in Q4 2025 was LPL Financial, an estimated $71.9K added.
- The largest Franklin Genomic Advancements ETF seller in Q4 2025 was Halbert Hargrove Global Advisors, an estimated $12.4K sold.
Based on aggregated 13F filings for Q4 2025.