JPMorgan Hedged Equity Laddered Overlay ETF
HELO
297 hedge funds and large institutions have $2.28B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 178 increasing their positions, 51 reducing their positions, and 17 closing their positions.
249% more repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 51
176% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 17
38% more funds holding in top 10
Funds holding in top 10: 21 → 29 (+8)
12% more capital invested
Capital invested by funds: $2.03B → $2.28B (+$251M)
9% more funds holding
Funds holding: 273 → 297 (+24)
7.7% less ownership
Funds ownership: 91.51% → 83.81% (-7.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$83.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$47.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$43.6M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$33.9M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$32.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$59.3M |
| 2 |
SWP
Sagespring Wealth Partners
Franklin,
Tennessee
|
-$58.6M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$24.9M |
| 4 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
-$24.2M |
| 5 |
LWL
Leo Wealth LLC
Hurst,
Texas
|
-$15.7M |
HELO Hedge Fund Activity: Q1 2025 in Review
297 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q1 2025, worth a combined $2.28B — up 12% from $2.03B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new HELO positions and 17 closed out — a net gain of 30 holders — while 178 added to existing stakes and 51 trimmed.
The largest buyer was Bank of America, opening a new position worth an estimated $83.3M. The largest seller was JP Morgan Chase, cutting an estimated $59.3M.
- 297 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q1 2025, up from 273 in Q4 2024.
- Funds reported $2.28B of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q1 2025, up 12% quarter-over-quarter.
- 47 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q1 2025 and 17 closed out, a net change of +30 holders.
- The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q1 2025 was Bank of America, an estimated $83.3M added.
- The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q1 2025 was JP Morgan Chase, an estimated $59.3M sold.
Based on aggregated 13F filings for Q1 2025.