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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$63.9M |
| 2 |
JP Morgan Chase
New York
|
+$63.4M |
| 3 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
+$50.6M |
| 4 |
LPL Financial
San Diego,
California
|
+$37.1M |
| 5 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$26.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$27.7M |
| 2 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
-$11.8M |
| 3 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$9.88M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$9.57M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$8.92M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
276
Calton & Associates
Tampa,
Florida
| – | -$3.04M | -49,785 | Closed |
|
|
HF
277
HRT Financial
New York
| – | -$1.47M | -24,078 | Closed |
|
|
SFS
278
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$1.02M | -16,754 | Closed |
|
|
FPAS
279
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| – | -$583K | -9,528 | Closed |
|
|
MFC
280
Morris Financial Concepts
Mount Pleasant,
South Carolina
| – | -$504K | -8,240 | Closed |
|
|
PF
281
Parker Financial
Silverdale,
Washington
| – | -$465K | -7,599 | Closed |
|
|
YWS
282
Yarger Wealth Strategies
Westerville,
Ohio
| – | -$387K | -6,322 | Closed |
|
|
CFG
283
Copley Financial Group
San Diego,
California
| – | -$233K | -3,815 | Closed |
|
|
CPA
284
Clear Point Advisors
Melville,
New York
| – | -$18.8K | -307 | Closed |
|
285
Morgan Stanley
New York
| – | -$4.71K | -77 | Closed |
|
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.