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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
BRWA
251
B. Riley Wealth Advisors
Florida
$369K +$356K +5,893 New
MGWM
252
Marks Group Wealth Management
Minnesota
$365K +$352K +5,839 New
WA
253
WESPAC Advisors
California
$360K +$12.1K +201 +4%
IAG
254
Investment Advisory Group
Massachusetts
$359K +$346K +5,730 New
SAM
255
Smartleaf Asset Management
Massachusetts
$356K -$1.53M -25,381 -82%
AWA
256
Alaska Wealth Advisors
Alaska
$341K +$329K +5,457 New
PPW
257
Pasadena Private Wealth
California
$335K +$96.6K +1,600 +43%
CA
258
Clearstead Advisors
Ohio
$326K -$130K -2,161 -29%
SDWIA
259
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$325K -$12.1K -200 -4%
AC
260
AlphaCore Capital
California
$318K +$303K +5,017 +8,362%
OC
261
Oakworth Capital
Alabama
$313K -$80.4K -1,332 -21%
FPB
262
First PREMIER Bank
South Dakota
$306K +$114K +1,897 +63%
WKWM
263
Walter & Keenan Wealth Management
Indiana
$302K
EFG
264
Ehrlich Financial Group
California
$298K +$61.1K +1,012 +27%
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$298K +$259K +4,290 +925%
ICM
266
IMS Capital Management
Oregon
$292K +$282K +4,668 New
MFG
267
Merit Financial Group
Georgia
$290K +$279K +4,628 New
LAM
268
Lewis Asset Management
California
$283K +$273K +4,518 New
RFA
269
Reyes Financial Architecture
California
$277K -$125K -2,063 -32%
SWP
270
Sagespring Wealth Partners
Tennessee
$272K -$50.9K -843 -16%
WC
271
Waterloo Capital
Texas
$261K -$334K -5,531 -57%
FA
272
Fortis Advisors
Pennsylvania
$257K +$422 +7 +0.2%
SF
273
Synovus Financial
Georgia
$257K +$248K +4,105 New
MA
274
Mutual Advisors
Nebraska
$257K -$1.04M -17,171 -81%
WA
275
Whipplewood Advisors
Colorado
$253K -$3.58M -59,289 -94%

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.