JPMorgan Hedged Equity Laddered Overlay ETF
HELO
HELO
295 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, 176 increasing their positions, 51 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+22
Holders Change %
+8.06%
% of All Funds
4.01%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.39%
New
47
Increased
176
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$80.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$45.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$42M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$32.7M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$30.9M |
Top Sellers
| 1 |
JPMorgan Chase & Co
New York
|
-$57.1M |
| 2 |
SWP
Sagespring Wealth Partners
Franklin,
Tennessee
|
-$56.5M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$24M |
| 4 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
-$23.3M |
| 5 |
LWL
Leo Wealth LLC
Hurst,
Texas
|
-$15.7M |
