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JPMorgan Hedged Equity Laddered Overlay ETF
HELO

344 hedge funds and large institutions have $2.85B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 177 increasing their positions, 102 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 18

74% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 102

14% more funds holding in top 10

Funds holding in top 10: 22 → 25 (+3)

6% more funds holding

Funds holding: 324 → 344 (+20)

2% more capital invested

Capital invested by funds: $2.79B → $2.85B (+$59.8M)

3.76% less ownership

Funds ownership: 86.05% → 82.29% (-3.8%)

Holders
344
Holders Change
+20
Holders Change %
+6.17%
% of All Funds
4.52%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.33%
New
44
Increased
177
Reduced
102
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$24M
2
Ameriprise
Ameriprise
Minnesota
+$21.3M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$15.9M
4
LPL Financial
LPL Financial
California
+$15.8M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$14.7M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$86.4M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$42.8M
3
DWM
Dynasty Wealth Management
Florida
-$37.4M
4
HighTower Advisors
HighTower Advisors
Illinois
-$20.7M
5
LWL
Leo Wealth LLC
Texas
-$16.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
276
Merit Financial Group
Georgia
$275K -$25.2K -394 -9%
GPW
277
Genesis Private Wealth
Virginia
$273K +$269K +4,207 New
AWM
278
AE Wealth Management
Kansas
$272K +$167K +2,612 +165%
FA
279
Fortis Advisors
Pennsylvania
$268K +$511 +8 +0.2%
IPA
280
Investment Planning Advisors
Georgia
$266K -$12.7M -199,346 -98%
WA
281
Whipplewood Advisors
Colorado
$263K – – –
CWM
282
Cornerstone Wealth Management
Missouri
$261K +$256K +4,009 New
PCM
283
Pennsylvania Capital Management
Pennsylvania
$261K -$386K -6,040 -60%
ICM
284
IMS Capital Management
Oregon
$257K -$45.3K -709 -15%
MA
285
Mutual Advisors
Nebraska
$256K -$9K -141 -3%
HWP
286
Highline Wealth Partners
California
$254K +$250K +3,907 New
MIA
287
Milestone Investment Advisors
Wisconsin
$252K -$5.86M -91,706 -96%
NRC
288
New Republic Capital
North Carolina
$252K – – –
CWS
289
Confluence Wealth Services
Pennsylvania
$251K +$247K +3,867 New
SMC
290
Smith, Moore & Co
Missouri
$244K -$164K -2,567 -41%
MW
291
Maia Wealth
Colorado
$239K -$255 -4 -0.1%
PIA
292
Perennial Investment Advisors
California
$229K – – –
CA
293
Claro Advisors
Massachusetts
$224K +$9.58K +150 +5%
CRWM
294
Castle Rock Wealth Management
California
$219K +$215K +3,363 New
ACM
295
Allred Capital Management
Texas
$213K +$209K +3,272 New
First Trust Advisors
296
First Trust Advisors
Illinois
$212K -$316K -4,951 -60%
IPAM
297
Investment Partners Asset Management
New Jersey
$211K +$207K +3,248 New
Northern Trust
298
Northern Trust
Illinois
$205K +$201K +3,155 New
TWM
299
TCFG Wealth Management
California
$205K +$201K +3,143 New
CMA
300
Cedar Mountain Advisors
Oregon
$192K – – –
10 11
12
13 14

HELO Hedge Fund Activity: Q3 2025 in Review

344 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q3 2025, worth a combined $2.85B — up 2.1% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new HELO positions and 18 closed out — a net gain of 26 holders — while 177 added to existing stakes and 102 trimmed.

The largest buyer was Bank of America, adding an estimated $24M. The largest seller was Royal Bank of Canada, cutting an estimated $86.4M.

  • 344 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q3 2025, up from 324 in Q2 2025.
  • Funds reported $2.85B of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q3 2025, up 2.1% quarter-over-quarter.
  • 44 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q3 2025 and 18 closed out, a net change of +26 holders.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q3 2025 was Bank of America, an estimated $24M added.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $86.4M sold.

Based on aggregated 13F filings for Q3 2025.