JPMorgan Hedged Equity Laddered Overlay ETF
HELO
HELO
381 hedge funds and large institutions have $3.09B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2026 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 187 increasing their positions, 106 reducing their positions, and 28 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
1.25% less ownership
Funds ownership: 84.14% → 82.89% (-1.3%)
15% less funds holding in top 10
Funds holding in top 10: 27 → 23 (-4)
Holders
381
Holding in Top 10
23
Calls
–
Puts
–
Top Buyers
| 1 | +$45.7M | |
| 2 | +$43.5M | |
| 3 | +$19.3M | |
| 4 |
LPL Financial
San Diego,
California
|
+$17.8M |
| 5 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$17M |
Top Sellers
| 1 | -$20.9M | |
| 2 | -$20.3M | |
| 3 | -$15.2M | |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$13.9M |
| 5 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
-$7.15M |
