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JPMorgan Hedged Equity Laddered Overlay ETF
HELO

152 hedge funds and large institutions have $697M invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 72 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 8

713% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 8

125% more funds holding in top 10

Funds holding in top 10: 4 → 9 (+5)

116% more capital invested

Capital invested by funds: $323M → $697M (+$374M)

54% more funds holding

Funds holding: 99 → 152 (+53)

11.47% more ownership

Funds ownership: 75.93% → 87.4% (+11%)

Holders
152
Holders Change
+53
Holders Change %
+53.54%
% of All Funds
2.2%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
65
Increased
72
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$56.3M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$35.2M
3
CFS
CGC Financial Services
Oregon
+$27.1M
4
GI
Gradient Investments
Minnesota
+$22M
5
CPC
Consolidated Planning Corp
Georgia
+$21.9M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.78M
2
Jane Street
Jane Street
New York
-$4.09M
3
AC
Avestar Capital
New York
-$1.99M
4
CW
CreativeOne Wealth
Kansas
-$1.52M
5
GS
GTS Securities
New York
-$583K
Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
26
Cary Street Partners Investment Advisory
Virginia
$7.27M +$1.99M +35,180 +40%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$6.99M +$6.75M +119,296 New
HIP
28
HUB Investment Partners
Texas
$6.29M +$1.39M +24,575 +30%
LWL
29
Leo Wealth LLC
Texas
$6.1M +$5.89M +104,102 New
CAG
30
Curtis Advisory Group
California
$5.48M +$2.94M +51,865 +125%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$5.32M +$2.94M +52,002 +134%
OFS
32
Orrstown Financial Services
Pennsylvania
$5.3M +$471K +8,317 +10%
AA
33
Aire Advisors
California
$4.83M +$4.5M +79,521 New
RJA
34
Raymond James & Associates
Florida
$4.8M +$4.64M +81,998 New
PVI
35
Pine Valley Investments
New Jersey
$4.77M +$885K +15,643 +24%
Jane Street
36
Jane Street
New York
$4.73M -$4.09M -72,281 -47%
BCI
37
Brinker Capital Investments
Pennsylvania
$4.63M +$154K +2,726 +4%
OPS
38
Orion Portfolio Solutions
Nebraska
$4.63M +$154K +2,726 +4%
CPA
39
Capital Planning Advisors
California
$4.53M +$2.33M +41,149 +113%
BFA
40
Brown Financial Advisors
Ohio
$4.45M +$4.3M +75,993 New
VWA
41
Visionary Wealth Advisors
Illinois
$4.16M +$595K +10,510 +17%
MIA
42
Milestone Investment Advisors
Wisconsin
$3.85M +$3.5M +61,763 +1,567%
RB
43
Renasant Bank
Mississippi
$3.84M +$3.72M +65,649 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$3.83M +$2.85M +50,413 +335%
PPC
45
Park Place Capital
Alabama
$3.47M +$3.36M +59,321 New
AAS
46
Ameritas Advisory Services
Nebraska
$3.4M +$1.62M +28,688 +97%
FA
47
Fiduciary Alliance
South Carolina
$3.33M +$806K +14,230 +34%
Legacy Financial Group (Iowa)
48
Legacy Financial Group (Iowa)
Iowa
$3.19M +$803K +14,182 +35%
M1FG
49
Mach-1 Financial Group
Arkansas
$3.11M +$263K +4,649 +10%
ASN
50
Advisory Services Network
Georgia
$3M +$2.9M +51,157 New
1
2
3 4 5

HELO Hedge Fund Activity: Q2 2024 in Review

152 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q2 2024, worth a combined $697M — up 116% from $323M a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new HELO positions and 8 closed out — a net gain of 57 holders — while 72 added to existing stakes and 8 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $56.3M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $4.78M.

  • 152 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q2 2024, up from 99 in Q1 2024.
  • Funds reported $697M of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q2 2024, up 116% quarter-over-quarter.
  • 65 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q2 2024 and 8 closed out, a net change of +57 holders.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $56.3M added.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q2 2024 was Cambridge Investment Research Advisors, an estimated $4.78M sold.

Based on aggregated 13F filings for Q2 2024.