JPMorgan Hedged Equity Laddered Overlay ETF
HELO
HELO
322 hedge funds and large institutions have $2.75B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 148 increasing their positions, 98 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
1.32% more ownership
Funds ownership: 83.52% → 84.84% (+1.3%)
24% less funds holding in top 10
Funds holding in top 10: 29 → 22 (-7)
Holders
322
Holding in Top 10
22
Calls
–
Puts
–
Top Buyers
| 1 | +$93.7M | |
| 2 | +$84.7M | |
| 3 | +$54.7M | |
| 4 |
LPL Financial
San Diego,
California
|
+$27.2M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$25.8M |
Top Sellers
| 1 | -$28.5M | |
| 2 | -$20.7M | |
| 3 | -$15.1M | |
| 4 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
-$14.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$13M |
