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JPMorgan Hedged Equity Laddered Overlay ETF
HELO

344 hedge funds and large institutions have $2.85B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 177 increasing their positions, 102 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 18

74% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 102

14% more funds holding in top 10

Funds holding in top 10: 22 → 25 (+3)

6% more funds holding

Funds holding: 324 → 344 (+20)

2% more capital invested

Capital invested by funds: $2.79B → $2.85B (+$59.8M)

3.76% less ownership

Funds ownership: 86.05% → 82.29% (-3.8%)

Holders
344
Holders Change
+20
Holders Change %
+6.17%
% of All Funds
4.52%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.33%
New
44
Increased
177
Reduced
102
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$24M
2
Ameriprise
Ameriprise
Minnesota
+$21.3M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$15.9M
4
LPL Financial
LPL Financial
California
+$15.8M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$14.7M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$86.4M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$42.8M
3
DWM
Dynasty Wealth Management
Florida
-$37.4M
4
HighTower Advisors
HighTower Advisors
Illinois
-$20.7M
5
LWL
Leo Wealth LLC
Texas
-$16.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$21.6M +$21.3M +332,881 New
CPC
27
Consolidated Planning Corp
Georgia
$21.1M +$1.16M +18,228 +6%
GVAG
28
Great Valley Advisor Group
Delaware
$19M +$1.39M +21,835 +8%
CSP
29
Cary Street Partners
Virginia
$18.9M +$1.39M +21,788 +8%
S
30
SignatureFD
Georgia
$17.8M -$1.72M -26,870 -9%
PP
31
Patten & Patten
Tennessee
$16.4M -$350K -5,481 -2%
LC
32
Legacy CG
Texas
$16.3M -$570K -8,923 -3%
HIA
33
HTG Investment Advisors
Connecticut
$16.2M +$409K +6,400 +3%
WIM
34
WealthPlan Investment Management
Nebraska
$15.1M +$1.5M +23,436 +11%
CDWM
35
Campbell Deegan Wealth Management
Virginia
$15M +$2.57M +40,296 +21%
LAMC
36
Longview Asset Management (California)
California
$14.9M +$1.29M +20,214 +10%
CTC
37
Central Trust Company
Missouri
$14.5M +$54.7K +857 +0.4%
UCFA
38
United Capital Financial Advisors
Texas
$13.8M +$1.85M +28,965 +16%
CFG
39
Carr Financial Group
Massachusetts
$13.6M -$3.09M -48,311 -19%
ASN
40
Advisory Services Network
Georgia
$13.2M -$760K -11,898 -6%
CW
41
CreativeOne Wealth
Kansas
$13.2M -$1.5M -23,443 -10%
IWC
42
Integrated Wealth Concepts
Massachusetts
$12.8M +$11.4M +178,572 +968%
BCM
43
Brookstone Capital Management
Illinois
$12.7M +$4.6M +71,967 +58%
PJWM
44
Philip James Wealth Mangement
Georgia
$12.4M +$1.24M +19,349 +11%
CPA
45
Capital Planning Advisors
California
$12.3M -$64.7K -1,013 -0.5%
SA
46
Skyline Advisors
Washington
$12.2M +$1.49M +23,313 +14%
VWA
47
Visionary Wealth Advisors
Illinois
$12.1M -$202K -3,160 -2%
ACA
48
Aspire Capital Advisors
Washington
$12.1M -$194K -3,033 -2%
SWM
49
SK Wealth Management
Rhode Island
$11.6M -$3.9M -61,138 -26%
AWM
50
Avior Wealth Management
Nebraska
$11.1M +$124K +1,940 +1%
1
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HELO Hedge Fund Activity: Q3 2025 in Review

344 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q3 2025, worth a combined $2.85B — up 2.1% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new HELO positions and 18 closed out — a net gain of 26 holders — while 177 added to existing stakes and 102 trimmed.

The largest buyer was Bank of America, adding an estimated $24M. The largest seller was Royal Bank of Canada, cutting an estimated $86.4M.

  • 344 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q3 2025, up from 324 in Q2 2025.
  • Funds reported $2.85B of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q3 2025, up 2.1% quarter-over-quarter.
  • 44 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q3 2025 and 18 closed out, a net change of +26 holders.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q3 2025 was Bank of America, an estimated $24M added.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $86.4M sold.

Based on aggregated 13F filings for Q3 2025.