JPMorgan Hedged Equity Laddered Overlay ETFHELO
HELO
$58.54
0.45%
Market Cap: 1.04B
0
Funds holding %
of 6,702 funds
–
Analysts bullish %
–
News positive %
Fund manager confidence
Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)
2,250% more first-time investments, than exits
New positions opened: 47 | 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]
94% more funds holding
Funds holding: 48 [Q4 2023] → 93 (+45) [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.