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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
Creative Planning
276
Creative Planning
Kansas
$249K -$5.07K -84 -2%
FIM
277
Freedom Investment Management
Connecticut
$244K +$235K +3,897 New
CIAS
278
Capital Investment Advisory Services
North Carolina
$243K +$235K +3,890 New
NRC
279
New Republic Capital
North Carolina
$242K
AFP
280
Ausdal Financial Partners
Iowa
$239K -$1.95M -32,370 -89%
MW
281
Maia Wealth
Colorado
$228K
PIA
282
Perennial Investment Advisors
California
$221K +$213K +3,530 New
WCP
283
Wick Capital Partners
Pennsylvania
$213K -$1.12M -18,607 -98%
CA
284
CoreCap Advisors
Michigan
$210K +$66.6K +1,103 +49%
CA
285
Claro Advisors
Massachusetts
$207K +$199K +3,300 New
FNWA
286
Financial Network Wealth Advisors
Utah
$196K -$51.4K -852 -21%
CMA
287
Cedar Mountain Advisors
Oregon
$185K
MEG
288
Millstone Evans Group
Colorado
$144K +$139K +2,298 New
CT
289
Clearstead Trust
Maine
$132K +$127K +2,111 New
LWA
290
Lowe Wealth Advisors
Maryland
$131K
UIA
291
Ulland Investment Advisors
Minnesota
$130K -$78.5K -1,300 -39%
Bank of Montreal
292
Bank of Montreal
Ontario, Canada
$119K +$114K +1,885 +7,854%
CF
293
Centaurus Financial
California
$117K -$51.5K -854 -31%
Morgan Stanley
294
Morgan Stanley
New York
$115K +$96.9K +1,606 +681%
Wells Fargo
295
Wells Fargo
California
$99.8K +$75.1K +1,245 +356%
AWM
296
AE Wealth Management
Kansas
$98.8K -$6.04K -100 -6%
KFI
297
Key Financial Inc
Pennsylvania
$96.3K +$92.9K +1,539 New
CAL
298
Capital Advisors Ltd
Ohio
$94K
HAP
299
Harbor Asset Planning
Massachusetts
$92.1K +$88.8K +1,472 New
NS
300
NBC Securities
Alabama
$90K -$187K -3,104 -68%

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.