We are live on ! Find out more
HELO icon

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
PA
301
Parallel Advisors
California
$74.7K +$41.9K +694 +139%
SC
302
Stephens Consulting
Michigan
$66.1K -$201K -3,329 -76%
AssetMark Inc
303
AssetMark Inc
California
$55.9K +$10.6K +175 +24%
AW
304
Avion Wealth
Texas
$51K +$49.4K +819 New
SO
305
Sierra Ocean
California
$31.1K +$8.69K +144 +41%
OP
306
ORG Partners
Indiana
$29.6K +$28.5K +473 New
AG
307
AmeriFlex Group
Nevada
$28.1K +$8.69K +144 +47%
HBW
308
Hazlett, Burt & Watson
West Virginia
$27K
VFM
309
Vision Financial Markets
Connecticut
$25.5K +$60 +1 +0.2%
CSPIA
310
Cary Street Partners Investment Advisory
Virginia
$25K
AF
311
Allworth Financial
California
$17.7K +$17K +282 +28,200%
AWM
312
Accredited Wealth Management
Kentucky
$11K
UCB
313
United Community Bank
South Carolina
$11K +$10.6K +175 New
US Bancorp
314
US Bancorp
Minnesota
$11K +$10.6K +175 New
CF
315
Concorde Financial
Texas
$9.39K +$9.05K +150 New
ACA
316
Aptus Capital Advisors
Alabama
$7.82K -$9.6K -159 -56%
Fidelity Investments
317
Fidelity Investments
Massachusetts
$3.1K -$1.03K -17 -26%
MAM
318
Morse Asset Management
Connecticut
$1.58K
EWA
319
EverSource Wealth Advisors
Alabama
$1.19K
RBC
320
Roble Belko & Company
Pennsylvania
$1K
DFA
321
DHJJ Financial Advisors
Illinois
$939
T
322
Tidemark
California
$501
CFD
323
Creative Financial Designs
Indiana
$438 +$422 +7 New
B
324
Birchbrook
Maine
$316
VPP
325
Vertex Planning Partners
Illinois
-$15.1M -252,234 Closed

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.