We are live on ! Find out more
HELO icon

JPMorgan Hedged Equity Laddered Overlay ETF
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

1,500% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 3

900% more funds holding

Funds holding: 5 → 50 (+45)

437% more capital invested

Capital invested by funds: $27M → $145M (+$118M)

72.02% more ownership

Funds ownership: 0% → 72.02% (+72%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
50
Holders Change
+45
Holders Change %
+900%
% of All Funds
0.73%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
48
Increased
–
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$41.3M
2
CFS
CGC Financial Services
Oregon
+$27.4M
3
PWA
Peterson Wealth Advisors
Utah
+$14.2M
4
PSCM
Per Stirling Capital Management
Texas
+$8.24M
5
PP
Patten & Patten
Tennessee
+$4.3M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$9.97M
2
Jane Street
Jane Street
New York
-$5.03M
3
JP Morgan Chase
JP Morgan Chase
New York
-$4.98M
4
IP
Ignite Planners
California
-$471K
5
AAS
Ameritas Advisory Services
Nebraska
-$352K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$638K +$618K +12,059 New
KPWS
27
Kestra Private Wealth Services
Texas
$628K +$608K +11,872 New
CAG
28
Curtis Advisory Group
California
$483K +$468K +9,132 New
CSPAM
29
Cary Street Partners Asset Management
Virginia
$461K +$446K +8,710 New
BOM
30
Bank of Marin
California
$435K +$421K +8,225 New
BCG
31
Breakwater Capital Group
New Jersey
$416K +$398K +7,773 New
CFG
32
Cooper Financial Group
California
$373K +$361K +7,054 New
SFC
33
Sprinkle Financial Consultants
Colorado
$316K +$307K +5,983 New
SWP
34
Summit Wealth Partners
Florida
$315K +$305K +5,951 New
MWA
35
MN Wealth Advisors
Kansas
$313K +$303K +5,911 New
PJWM
36
Philip James Wealth Mangement
Georgia
$308K +$298K +5,823 New
DC
37
DeDora Capital
California
$299K +$289K +5,648 New
BCM
38
Brookstone Capital Management
Illinois
$280K +$271K +5,290 New
JWBC
39
John W. Brooker & Co
California
$259K +$251K +4,891 New
CRWM
40
Castle Rock Wealth Management
California
$223K +$218K +4,247 New
Comerica Bank
41
Comerica Bank
Texas
$175K +$170K +3,311 New
RFA
42
Resurgent Financial Advisors
Georgia
$111K +$108K +2,102 New
CPA
43
Clear Point Advisors
New York
$53.1K +$51.4K +1,004 New
CAL
44
Capital Advisors Ltd
Ohio
$51K +$49K +957 New
GRP
45
Global Retirement Partners
California
$33.5K +$32.3K +630 New
JWM
46
Janiczek Wealth Management
Colorado
$10K +$9.69K +189 New
BFS
47
Burkett Financial Services
South Carolina
$4.13K +$4K +78 New
Fidelity Investments
48
Fidelity Investments
Massachusetts
$1.22K +$1.18K +23 New
DFA
49
DHJJ Financial Advisors
Illinois
$106 +$102 +2 New
AF
50
Allworth Financial
California
$53 +$51 +1 New
1
2
3

HELO Hedge Fund Activity: Q4 2023 in Review

50 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q4 2023, worth a combined $145M — up 437% from $27M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new HELO positions and 3 closed out — a net gain of 45 holders — while 0 added to existing stakes and 2 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $41.3M. The largest seller was Citadel Advisors, exiting entirely with an estimated $9.97M sold.

  • 50 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q4 2023, up from 5 in Q3 2023.
  • Funds reported $145M of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q4 2023, up 437% quarter-over-quarter.
  • 48 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q4 2023 and 3 closed out, a net change of +45 holders.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q4 2023 was Gradient Investments, an estimated $41.3M added.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q4 2023 was Citadel Advisors, an estimated $9.97M sold.

Based on aggregated 13F filings for Q4 2023.