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JPMorgan Hedged Equity Laddered Overlay ETF

324 hedge funds and large institutions have $2.79B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 151 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 22

56% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 97

22% more capital invested

Capital invested by funds: $2.28B → $2.79B (+$507M)

9% more funds holding

Funds holding: 297324 (+27)

2.24% more ownership

Funds ownership: 83.81%86.05% (+2.2%)

24% less funds holding in top 10

Funds holding in top 10: 2922 (-7)

Holders
324
Holders Change
+27
Holders Change %
+9.09%
% of All Funds
4.27%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.29%
New
54
Increased
151
Reduced
97
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
226
J.W. Cole Advisors
Florida
$535K +$77.7K +1,287 +18%
First Trust Advisors
227
First Trust Advisors
Illinois
$514K -$209K -3,464 -30%
CPL
228
CAP Partners LLC
Tennessee
$508K +$59K +977 +14%
PWP
229
Private Wealth Partners
California
$501K
SAG
230
SageView Advisory Group
California
$492K +$468K +7,760 New
GRP
231
Global Retirement Partners
California
$482K +$465K +7,708 New
PTC
232
Private Trust Company
Ohio
$481K +$53.4K +885 +13%
GSWM
233
Golden State Wealth Management
California
$481K +$34.5K +571 +8%
AWA
234
Arkadios Wealth Advisors
Georgia
$471K +$29.3K +485 +7%
SG
235
StoneX Group
New York
$469K -$45.9K -760 -9%
AWP
236
Axis Wealth Partners
Rhode Island
$468K +$74.7K +1,237 +20%
AA
237
Ancora Advisors
Ohio
$468K -$21.9K -363 -5%
CFP
238
Comprehensive Financial Planning
Pennsylvania
$457K -$96.9K -1,605 -18%
RFA
239
Resurgent Financial Advisors
Georgia
$454K +$19.3K +320 +5%
PIWA
240
Prevail Innovative Wealth Advisors
Kansas
$453K
MP
241
McDonald Partners
Ohio
$438K +$422K +7,000 New
MCIA
242
Mountain Capital Investment Advisors
Colorado
$437K +$302 +5 +0.1%
AF
243
Advisornet Financial
Minnesota
$434K +$133K +2,209 +47%
BOM
244
Bank of Marin
California
$426K +$99K +1,640 +32%
IP
245
Ignite Planners
California
$406K -$75.5K -1,251 -16%
GFA
246
Gallagher Fiduciary Advisors
Illinois
$403K +$388K +6,436 New
SMC
247
Smith, Moore & Co
Missouri
$395K -$664K -11,002 -64%
BWM
248
BCGM Wealth Management
Indiana
$389K +$7.6K +126 +2%
AIA
249
Arbor Investment Advisors
North Carolina
$384K +$86.5K +1,433 +30%
CPRC
250
Consolidated Portfolio Review Corp
New York
$383K +$12.4K +205 +3%

HELO Hedge Fund Activity: Q2 2025 in Review

324 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q2 2025, worth a combined $2.79B — up 22% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new HELO positions and 22 closed out — a net gain of 32 holders — while 151 added to existing stakes and 97 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $90.4M. The largest seller was N.E.W. Advisory Services, cutting an estimated $20M.

  • 324 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q2 2025, up from 297 in Q1 2025.
  • Funds reported $2.79B of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q2 2025, up 22% quarter-over-quarter.
  • 54 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q2 2025 and 22 closed out, a net change of +32 holders.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q2 2025 was Bank of New York Mellon, an estimated $90.4M added.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q2 2025 was N.E.W. Advisory Services, an estimated $20M sold.

Based on aggregated 13F filings for Q2 2025.