HELO stock icon

JPMorgan Hedged Equity Laddered Overlay ETF
HELO

$57.21
0.47%
0
Funds holding %
of 6,665 funds
Analysts bullish %
News positive %

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

2,200% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 2

517% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 6

117% more capital invested

Capital invested by funds: $143M [Q4 2023] → $311M (+$167M) [Q1 2024]

92% more funds holding

Funds holding: 48 [Q4 2023] → 92 (+44) [Q1 2024]

50% more funds holding in top 10

Funds holding in top 10: 2 [Q4 2023] → 3 (+1) [Q1 2024]

1.73% more ownership

Funds ownership: 71.32% [Q4 2023] → 73.05% (+1.73%) [Q1 2024]

Research analyst outlook

We haven’t received any recent analyst ratings for HELO.

Financial journalist opinion