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JPMorgan Hedged Equity Laddered Overlay ETF
HELO

273 hedge funds and large institutions have $2.03B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 141 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 12

341% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 32

62% more funds holding in top 10

Funds holding in top 10: 13 → 21 (+8)

44% more capital invested

Capital invested by funds: $1.41B → $2.03B (+$622M)

33% more funds holding

Funds holding: 206 → 273 (+67)

4.61% more ownership

Funds ownership: 86.9% → 91.51% (+4.6%)

Holders
273
Holders Change
+67
Holders Change %
+32.52%
% of All Funds
3.6%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.28%
New
84
Increased
141
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DWM
Dynasty Wealth Management
Florida
+$63.9M
2
JP Morgan Chase
JP Morgan Chase
New York
+$63.4M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$50.6M
4
LPL Financial
LPL Financial
California
+$37.1M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$26.1M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$27.7M
2
TW
Transform Wealth
Colorado
-$11.8M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$9.88M
4
AI
Atria Investments
North Carolina
-$9.57M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
26
Legacy CG
Texas
$17M +$16.6M +267,227 +4,463%
PP
27
Patten & Patten
Tennessee
$15.9M +$1.3M +20,802 +9%
LWL
28
Leo Wealth LLC
Texas
$15.7M +$1.02M +16,436 +7%
MWM
29
Modern Wealth Management
Kansas
$14.8M +$14.9M +239,203 New
VPP
30
Vertex Planning Partners
Illinois
$14.8M +$14.8M +238,146 New
Mariner
31
Mariner
Kansas
$14.7M +$1.25M +20,065 +9%
S
32
SignatureFD
Georgia
$14M +$8.47M +135,937 +152%
CSP
33
Cary Street Partners
Virginia
$13.7M +$13.7M +220,721 New
WIM
34
WealthPlan Investment Management
Nebraska
$13.4M +$6.27M +100,755 +87%
PCMC
35
Private Capital Management (Colorado)
Colorado
$13.1M -$371K -5,962 -3%
SWM
36
Sugarloaf Wealth Management
Georgia
$12.9M +$1.04M +16,655 +9%
PAG
37
Private Advisor Group
New Jersey
$12.6M +$5.08M +81,566 +67%
RWA
38
Redhawk Wealth Advisors
Minnesota
$12.1M +$705K +11,323 +6%
SA
39
Skyline Advisors
Washington
$11.5M +$11.6M +185,676 New
LAMC
40
Longview Asset Management (California)
California
$11.3M +$11.3M +181,497 New
NEWAS
41
N.E.W. Advisory Services
Wisconsin
$10.7M +$10.7M +172,140 New
CW
42
CreativeOne Wealth
Kansas
$10.5M +$3.42M +54,939 +48%
CPA
43
Capital Planning Advisors
California
$10.5M +$3.1M +49,826 +42%
VWA
44
Visionary Wealth Advisors
Illinois
$10.3M +$3.08M +49,505 +42%
PJWM
45
Philip James Wealth Mangement
Georgia
$10.3M +$95.8K +1,539 +0.9%
WP
46
WealthPLAN Partners
Nebraska
$9.97M -$444K -7,131 -4%
DWP
47
Daymark Wealth Partners
Ohio
$9.49M -$2.15M -34,520 -18%
WA
48
Waverly Advisors
Alabama
$9.16M +$9.19M +147,634 New
ACA
49
Aspire Capital Advisors
Washington
$9.02M +$261K +4,185 +3%
KPWS
50
Kestra Private Wealth Services
Texas
$8.77M +$5.64M +90,585 +178%
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HELO Hedge Fund Activity: Q4 2024 in Review

273 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q4 2024, worth a combined $2.03B — up 44% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new HELO positions and 12 closed out — a net gain of 72 holders — while 141 added to existing stakes and 32 trimmed.

The largest buyer was Dynasty Wealth Management, opening a new position worth an estimated $63.9M. The largest seller was Gradient Investments, cutting an estimated $27.7M.

  • 273 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q4 2024, up from 206 in Q3 2024.
  • Funds reported $2.03B of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q4 2024, up 44% quarter-over-quarter.
  • 84 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q4 2024 and 12 closed out, a net change of +72 holders.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q4 2024 was Dynasty Wealth Management, an estimated $63.9M added.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q4 2024 was Gradient Investments, an estimated $27.7M sold.

Based on aggregated 13F filings for Q4 2024.