JPMorgan Hedged Equity Laddered Overlay ETF
HELO
50 hedge funds and large institutions have $145M invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, increasing their positions, 2 reducing their positions, and 3 closing their positions.
1,500% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 3
900% more funds holding
Funds holding: 5 → 50 (+45)
437% more capital invested
Capital invested by funds: $27M → $145M (+$118M)
72.02% more ownership
Funds ownership: 0% → 72.02% (+72%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$41.3M |
| 2 |
CFS
CGC Financial Services
Lake Oswego,
Oregon
|
+$27.4M |
| 3 |
PWA
Peterson Wealth Advisors
Orem,
Utah
|
+$14.2M |
| 4 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
+$8.24M |
| 5 |
PP
Patten & Patten
Chattanooga,
Tennessee
|
+$4.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$9.97M |
| 2 |
Jane Street
New York
|
-$5.03M |
| 3 |
JP Morgan Chase
New York
|
-$4.98M |
| 4 |
IP
Ignite Planners
San Clemente,
California
|
-$471K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$352K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Citadel Advisors
Miami,
Florida
| – | -$9.97M | -199,982 | Closed |
|
|
52
JP Morgan Chase
New York
| – | -$4.98M | -100,000 | Closed |
|
|
AAS
53
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$352K | -7,000 | Closed |
|
HELO Hedge Fund Activity: Q4 2023 in Review
50 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q4 2023, worth a combined $145M — up 437% from $27M a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new HELO positions and 3 closed out — a net gain of 45 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Gradient Investments, opening a new position worth an estimated $41.3M. The largest seller was Citadel Advisors, exiting entirely with an estimated $9.97M sold.
- 50 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q4 2023, up from 5 in Q3 2023.
- Funds reported $145M of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q4 2023, up 437% quarter-over-quarter.
- 48 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q4 2023 and 3 closed out, a net change of +45 holders.
- The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q4 2023 was Gradient Investments, an estimated $41.3M added.
- The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q4 2023 was Citadel Advisors, an estimated $9.97M sold.
Based on aggregated 13F filings for Q4 2023.