JPMorgan Hedged Equity Laddered Overlay ETF
HELO
206 hedge funds and large institutions have $1.41B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 116 increasing their positions, 17 reducing their positions, and 7 closing their positions.
800% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 7
582% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 17
102% more capital invested
Capital invested by funds: $697M → $1.41B (+$713M)
44% more funds holding in top 10
Funds holding in top 10: 9 → 13 (+4)
36% more funds holding
Funds holding: 152 → 206 (+54)
0.5% less ownership
Funds ownership: 87.4% → 86.9% (-0.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$125M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$58M |
| 3 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$36.2M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$34M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$28.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$58.2M |
| 2 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
-$5.17M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.19M |
| 4 |
CA
Crewe Advisors
Salt Lake City,
Utah
|
-$1.68M |
| 5 |
Jane Street
New York
|
-$1.24M |
HELO Hedge Fund Activity: Q3 2024 in Review
206 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q3 2024, worth a combined $1.41B — up 102% from $697M a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new HELO positions and 7 closed out — a net gain of 56 holders — while 116 added to existing stakes and 17 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $125M. The largest seller was Strategic Financial Concepts, cutting an estimated $58.2M.
- 206 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q3 2024, up from 152 in Q2 2024.
- Funds reported $1.41B of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q3 2024, up 102% quarter-over-quarter.
- 63 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q3 2024 and 7 closed out, a net change of +56 holders.
- The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q3 2024 was Osaic Holdings, an estimated $125M added.
- The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $58.2M sold.
Based on aggregated 13F filings for Q3 2024.