JPMorgan Hedged Equity Laddered Overlay ETF
HELO
HELO
50 hedge funds and large institutions have $145M invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, increasing their positions, 2 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Holders
50
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$42.7M | |
| 2 | +$28.3M | |
| 3 | +$14.7M | |
| 4 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
+$8.51M |
| 5 |
PP
Patten & Patten
Chattanooga,
Tennessee
|
+$4.44M |
Top Sellers
| 1 | -$9.97M | |
| 2 | -$5.19M | |
| 3 | -$4.98M | |
| 4 |
IP
Ignite Planners
San Clemente,
California
|
-$485K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$352K |