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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
CAWM
326
Capital A Wealth Management
Pennsylvania
-$5.32M -89,163 Closed
TC
327
TownSquare Capital
Utah
-$2.25M -37,705 Closed
GPWM
328
Grant Private Wealth Management
California
-$2.22M -37,149 Closed
JWBC
329
John W. Brooker & Co
California
-$1.3M -21,787 Closed
IP
330
Integras Partners
Georgia
-$960K -16,078 Closed
I2I
331
Insight 2811 Inc
Illinois
-$951K -15,930 Closed
TL
332
Tradewinds LLC
North Carolina
-$680K -11,400 Closed
IAP
333
Indie Asset Partners
Indiana
-$669K -11,214 Closed
TCA
334
Transcend Capital Advisors
New Jersey
-$631K -10,570 Closed
FFN
335
Focus Financial Network
Minnesota
-$456K -7,634 Closed
HCM
336
Hall Capital Management
Rhode Island
-$395K -6,614 Closed
ACM
337
Allred Capital Management
Texas
-$342K -5,734 Closed
CRWM
338
Castle Rock Wealth Management
California
-$274K -4,585 Closed
OHIS
339
Oak Harvest Investment Services
Texas
-$222K -3,720 Closed
SFGP
340
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$138K -2,317 Closed
BFS
341
Burkett Financial Services
South Carolina
-$4.7K -79 Closed
Bessemer Group
342
Bessemer Group
New Jersey
-$4K -65 Closed
HC
343
Hurley Capital
New York
-$2.51K -42 Closed
CA
344
Continuum Advisory
Idaho
-$1.97K -33 Closed
NRG
345
Nemes Rush Group
Michigan
-$776 -13 Closed
CPG
346
Cornerstone Planning Group
New Jersey
-$701 -12 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.