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JPMorgan Hedged Equity Laddered Overlay ETF
HELO

297 hedge funds and large institutions have $2.28B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 178 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 51

176% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 17

38% more funds holding in top 10

Funds holding in top 10: 21 → 29 (+8)

12% more capital invested

Capital invested by funds: $2.03B → $2.28B (+$251M)

9% more funds holding

Funds holding: 273 → 297 (+24)

7.7% less ownership

Funds ownership: 91.51% → 83.81% (-7.7%)

Holders
297
Holders Change
+24
Holders Change %
+8.79%
% of All Funds
3.98%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.39%
New
47
Increased
178
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$83.3M
2
LPL Financial
LPL Financial
California
+$47.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$43.6M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$33.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$32.1M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$59.3M
2
SWP
Sagespring Wealth Partners
Tennessee
-$58.6M
3
GI
Gradient Investments
Minnesota
-$24.9M
4
DWM
Dynasty Wealth Management
Florida
-$24.2M
5
LWL
Leo Wealth LLC
Texas
-$15.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
26
SignatureFD
Georgia
$21.5M +$8.38M +135,152 +60%
HIP
27
HUB Investment Partners
Texas
$18.7M +$11.8M +191,029 +156%
PP
28
Patten & Patten
Tennessee
$16.5M +$1.26M +20,270 +8%
CTC
29
Central Trust Company
Missouri
$16.4M -$769K -12,405 -4%
CSP
30
Cary Street Partners
Virginia
$15.2M +$2.11M +34,055 +15%
VPP
31
Vertex Planning Partners
Illinois
$15.1M +$873K +14,088 +6%
SC
32
SouthState Corp
Florida
$14.7M +$14.2M +229,425 +1,414%
Mariner
33
Mariner
Kansas
$14.6M +$530K +8,546 +4%
MWM
34
Modern Wealth Management
Kansas
$14.5M +$274K +4,427 +2%
SWM
35
SK Wealth Management
Rhode Island
$14.4M -$1.76M -28,410 -10%
PAG
36
Private Advisor Group
New Jersey
$14.2M +$2.17M +35,016 +17%
Stifel Financial
37
Stifel Financial
Missouri
$13.9M +$11.5M +185,980 +394%
HIA
38
HTG Investment Advisors
Connecticut
$13.2M +$12.8M +206,599 +1,376%
CW
39
CreativeOne Wealth
Kansas
$12.9M +$2.9M +46,764 +28%
RWA
40
Redhawk Wealth Advisors
Minnesota
$12M +$327K +5,279 +3%
LAMC
41
Longview Asset Management (California)
California
$11.6M +$755K +12,180 +7%
SA
42
Skyline Advisors
Washington
$11.2M +$85.8K +1,384 +0.7%
CPA
43
Capital Planning Advisors
California
$10.9M +$854K +13,775 +8%
VWA
44
Visionary Wealth Advisors
Illinois
$10.9M +$981K +15,825 +9%
ACA
45
Aspire Capital Advisors
Washington
$10.8M +$2.2M +35,498 +24%
WP
46
WealthPLAN Partners
Nebraska
$10.2M +$614K +9,899 +6%
PJWM
47
Philip James Wealth Mangement
Georgia
$10.2M +$263K +4,236 +3%
AWM
48
Avaii Wealth Management
Wisconsin
$9.89M +$10.3M +165,733 New
KPWS
49
Kestra Private Wealth Services
Texas
$9.47M +$1.07M +17,249 +12%
WA
50
Waverly Advisors
Alabama
$8.97M +$167K +2,695 +2%
1
2
3 4 5

HELO Hedge Fund Activity: Q1 2025 in Review

297 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q1 2025, worth a combined $2.28B — up 12% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new HELO positions and 17 closed out — a net gain of 30 holders — while 178 added to existing stakes and 51 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $83.3M. The largest seller was JP Morgan Chase, cutting an estimated $59.3M.

  • 297 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q1 2025, up from 273 in Q4 2024.
  • Funds reported $2.28B of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 47 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q1 2025 and 17 closed out, a net change of +30 holders.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q1 2025 was Bank of America, an estimated $83.3M added.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q1 2025 was JP Morgan Chase, an estimated $59.3M sold.

Based on aggregated 13F filings for Q1 2025.