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JPMorgan Hedged Equity Laddered Overlay ETF

324 hedge funds and large institutions have $2.79B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 151 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 22

56% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 97

22% more capital invested

Capital invested by funds: $2.28B → $2.79B (+$507M)

9% more funds holding

Funds holding: 297324 (+27)

2.24% more ownership

Funds ownership: 83.81%86.05% (+2.2%)

24% less funds holding in top 10

Funds holding in top 10: 2922 (-7)

Holders
324
Holders Change
+27
Holders Change %
+9.09%
% of All Funds
4.27%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.29%
New
54
Increased
151
Reduced
97
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPC
26
Consolidated Planning Corp
Georgia
$19.1M -$9.97M -165,128 -35%
S
27
SignatureFD
Georgia
$18.8M -$3.64M -60,357 -17%
GVAG
28
Great Valley Advisor Group
Delaware
$16.9M +$7.32M +121,335 +81%
CSP
29
Cary Street Partners
Virginia
$16.8M +$870K +14,411 +6%
LWL
30
Leo Wealth LLC
Texas
$16.8M +$16.2M +267,931 New
Stifel Financial
31
Stifel Financial
Missouri
$16.5M +$1.83M +30,305 +13%
LC
32
Legacy CG
Texas
$16.3M -$7.62M -126,288 -33%
PP
33
Patten & Patten
Tennessee
$16.1M -$1.16M -19,190 -7%
CFG
34
Carr Financial Group
Massachusetts
$16.1M -$7.08M -117,325 -31%
PAG
35
Private Advisor Group
New Jersey
$16M +$1.05M +17,418 +7%
HIA
36
HTG Investment Advisors
Connecticut
$15.2M +$1.27M +21,073 +10%
SWM
37
SK Wealth Management
Rhode Island
$15.1M -$582K -9,641 -4%
CW
38
CreativeOne Wealth
Kansas
$14.2M +$578K +9,583 +4%
SC
39
SouthState Corp
Florida
$14M -$1.32M -21,895 -9%
CTC
40
Central Trust Company
Missouri
$13.9M -$3.11M -51,583 -19%
ASN
41
Advisory Services Network
Georgia
$13.6M +$5.95M +98,634 +84%
LAMC
42
Longview Asset Management (California)
California
$13.1M +$963K +15,958 +8%
WIM
43
WealthPlan Investment Management
Nebraska
$13M +$3.68M +61,045 +42%
IPA
44
Investment Planning Advisors
Georgia
$12.7M +$12.3M +203,442 New
CDWM
45
Campbell Deegan Wealth Management
Virginia
$11.9M +$4.77M +79,080 +71%
CPA
46
Capital Planning Advisors
California
$11.9M +$483K +8,000 +4%
VWA
47
Visionary Wealth Advisors
Illinois
$11.9M +$451K +7,480 +4%
ACA
48
Aspire Capital Advisors
Washington
$11.8M +$501K +8,295 +5%
UCFA
49
United Capital Financial Advisors
Texas
$11.4M +$3.9M +64,666 +55%
PJWM
50
Philip James Wealth Mangement
Georgia
$10.7M +$70K +1,160 +0.7%

HELO Hedge Fund Activity: Q2 2025 in Review

324 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q2 2025, worth a combined $2.79B — up 22% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new HELO positions and 22 closed out — a net gain of 32 holders — while 151 added to existing stakes and 97 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $90.4M. The largest seller was N.E.W. Advisory Services, cutting an estimated $20M.

  • 324 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q2 2025, up from 297 in Q1 2025.
  • Funds reported $2.79B of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q2 2025, up 22% quarter-over-quarter.
  • 54 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q2 2025 and 22 closed out, a net change of +32 holders.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q2 2025 was Bank of New York Mellon, an estimated $90.4M added.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q2 2025 was N.E.W. Advisory Services, an estimated $20M sold.

Based on aggregated 13F filings for Q2 2025.