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JPMorgan Hedged Equity Laddered Overlay ETF
HELO

99 hedge funds and large institutions have $323M invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 39 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,450% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 2

550% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 6

123% more capital invested

Capital invested by funds: $145M → $323M (+$178M)

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

98% more funds holding

Funds holding: 50 → 99 (+49)

3.92% more ownership

Funds ownership: 72.02% → 75.93% (+3.9%)

Holders
99
Holders Change
+49
Holders Change %
+98%
% of All Funds
1.43%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
51
Increased
39
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$22.2M
2
JP Morgan Chase
JP Morgan Chase
New York
+$12.4M
3
CTC
Central Trust Company
Missouri
+$10.3M
4
PWA
Peterson Wealth Advisors
Utah
+$10.3M
5
SWM
Sugarloaf Wealth Management
Georgia
+$9.15M

Top Sellers

Rank Fund Capital Flow
1
AA
Argent Advisors
Louisiana
-$2.65M
2
AWM
AE Wealth Management
Kansas
-$2.57M
3
GI
Gradient Investments
Minnesota
-$1.29M
4
IP
Ignite Planners
California
-$737K
5
OMC
Old Mission Capital
Illinois
-$307K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$2.61M +$2.54M +46,589 New
PJWM
27
Philip James Wealth Mangement
Georgia
$2.6M +$2.22M +40,709 +699%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.53M +$1.8M +33,085 +274%
PF
29
Penney Financial
Texas
$2.39M +$1.21M +22,309 +110%
FA
30
Fiduciary Alliance
South Carolina
$2.37M +$779K +14,308 +51%
Mariner
31
Mariner
Kansas
$2.35M +$172K +3,150 +8%
CAG
32
Curtis Advisory Group
California
$2.33M +$1.77M +32,518 +356%
SPA
33
Shore Point Advisors
New Jersey
$2.28M -$56.2K -1,032 -2%
Legacy Financial Group (Iowa)
34
Legacy Financial Group (Iowa)
Iowa
$2.25M +$2.19M +40,286 New
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$2.17M +$2.12M +38,867 New
ICG
36
InterOcean Capital Group
Tennessee
$2.13M +$634K +11,639 +44%
EWM
37
Echo Wealth Management
Minnesota
$2.06M +$24.6K +452 +1%
CPA
38
Capital Planning Advisors
California
$2.03M +$555K +10,186 +39%
AC
39
Avestar Capital
New York
$1.99M +$1.94M +35,560 New
TC
40
TownSquare Capital
Utah
$1.9M -$47.2K -867 -2%
CW
41
CreativeOne Wealth
Kansas
$1.74M +$1.69M +30,996 New
AAS
42
Ameritas Advisory Services
Nebraska
$1.63M +$1.6M +29,454 New
HIA
43
Harbor Investment Advisory
Maryland
$1.41M +$1.37M +25,139 New
BCM
44
Brookstone Capital Management
Illinois
$1.34M +$1.01M +18,605 +352%
OMC
45
Old Mission Capital
Illinois
$1.22M -$307K -5,644 -21%
LWM
46
Lionsbridge Wealth Management
Florida
$1.03M +$1M +18,391 New
SFS
47
Sowell Financial Services
Arkansas
$961K +$935K +17,177 New
TFS
48
Thoroughbred Financial Services
Tennessee
$890K +$867K +15,914 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$843K +$820K +15,059 New
IP
50
Ignite Planners
California
$822K -$737K -13,538 -48%
1
2
3 4 5

HELO Hedge Fund Activity: Q1 2024 in Review

99 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q1 2024, worth a combined $323M — up 123% from $145M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new HELO positions and 2 closed out — a net gain of 49 holders — while 39 added to existing stakes and 6 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $22.2M. The largest seller was Argent Advisors, exiting entirely with an estimated $2.65M sold.

  • 99 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q1 2024, up from 50 in Q4 2023.
  • Funds reported $323M of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q1 2024, up 123% quarter-over-quarter.
  • 51 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q1 2024 and 2 closed out, a net change of +49 holders.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q1 2024 was Cambridge Investment Research Advisors, an estimated $22.2M added.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q1 2024 was Argent Advisors, an estimated $2.65M sold.

Based on aggregated 13F filings for Q1 2024.