JPMorgan Hedged Equity Laddered Overlay ETF
HELO
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.
Holders
273
Holders Change
+67
Holders Change %
+32.52%
% of All Funds
3.64%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.28%
New
84
Increased
141
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
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 |
|