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JPMorgan Hedged Equity Laddered Overlay ETF
HELO

273 hedge funds and large institutions have $2.03B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 141 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 12

341% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 32

62% more funds holding in top 10

Funds holding in top 10: 13 → 21 (+8)

44% more capital invested

Capital invested by funds: $1.41B → $2.03B (+$622M)

33% more funds holding

Funds holding: 206 → 273 (+67)

4.61% more ownership

Funds ownership: 86.9% → 91.51% (+4.6%)

Holders
273
Holders Change
+67
Holders Change %
+32.52%
% of All Funds
3.6%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.28%
New
84
Increased
141
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DWM
Dynasty Wealth Management
Florida
+$63.9M
2
JP Morgan Chase
JP Morgan Chase
New York
+$63.4M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$50.6M
4
LPL Financial
LPL Financial
California
+$37.1M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$26.1M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$27.7M
2
TW
Transform Wealth
Colorado
-$11.8M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$9.88M
4
AI
Atria Investments
North Carolina
-$9.57M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
226
Paladin Advisory Group
Iowa
$270K +$38.3K +615 +16%
CFP
227
Comprehensive Financial Planning
Pennsylvania
$269K +$270K +4,338 New
GWA
228
Genesis Wealth Advisors
Massachusetts
$245K +$246K +3,947 New
NRC
229
New Republic Capital
North Carolina
$240K +$241K +3,870 New
ACS
230
Archford Capital Strategies
Illinois
$235K – – –
CMA
231
Cedar Mountain Advisors
Oregon
$232K +$233K +3,746 New
OHIS
232
Oak Harvest Investment Services
Texas
$231K +$232K +3,720 New
MW
233
Maia Wealth
Colorado
$230K – – –
MPW
234
Monterey Private Wealth
California
$227K +$228K +3,664 New
IA
235
IFP Advisors
Florida
$216K +$196K +3,146 +956%
CA
236
Claro Advisors
Massachusetts
$205K +$206K +3,300 New
IWC
237
Integrated Wealth Concepts
Massachusetts
$204K +$205K +3,294 New
WA
238
Whipplewood Advisors
Colorado
$175K +$176K +2,823 New
CF
239
Centaurus Financial
California
$169K – – –
CAL
240
Capital Analysts LLC
Pennsylvania
$147K +$148K +2,374 New
SPIA
241
Steward Partners Investment Advisory
New York
$119K +$104K +1,670 +671%
GSWM
242
Golden State Wealth Management
California
$112K +$113K +1,810 New
LWA
243
Lowe Wealth Advisors
Maryland
$93.1K +$42K +675 +82%
CAL
244
Capital Advisors Ltd
Ohio
$93K – – –
AWM
245
AE Wealth Management
Kansas
$68.4K +$68.7K +1,103 New
CSPIA
246
Cary Street Partners Investment Advisory
Virginia
$55.6K -$9.88M -158,615 -99%
AssetMark Inc
247
AssetMark Inc
California
$44.5K +$44.7K +718 New
HI
248
Harbour Investments
Wisconsin
$40.1K +$12.8K +206 +47%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$37.3K +$37.5K +602 New
FPB
250
First PREMIER Bank
South Dakota
$31K +$9.34K +150 +43%
8 9
10
11 12

HELO Hedge Fund Activity: Q4 2024 in Review

273 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q4 2024, worth a combined $2.03B — up 44% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new HELO positions and 12 closed out — a net gain of 72 holders — while 141 added to existing stakes and 32 trimmed.

The largest buyer was Dynasty Wealth Management, opening a new position worth an estimated $63.9M. The largest seller was Gradient Investments, cutting an estimated $27.7M.

  • 273 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q4 2024, up from 206 in Q3 2024.
  • Funds reported $2.03B of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q4 2024, up 44% quarter-over-quarter.
  • 84 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q4 2024 and 12 closed out, a net change of +72 holders.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q4 2024 was Dynasty Wealth Management, an estimated $63.9M added.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q4 2024 was Gradient Investments, an estimated $27.7M sold.

Based on aggregated 13F filings for Q4 2024.