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JPMorgan Hedged Equity Laddered Overlay ETF
HELO

99 hedge funds and large institutions have $323M invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 39 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,450% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 2

550% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 6

123% more capital invested

Capital invested by funds: $145M → $323M (+$178M)

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

98% more funds holding

Funds holding: 50 → 99 (+49)

3.92% more ownership

Funds ownership: 72.02% → 75.93% (+3.9%)

Holders
99
Holders Change
+49
Holders Change %
+98%
% of All Funds
1.43%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
51
Increased
39
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$22.2M
2
JP Morgan Chase
JP Morgan Chase
New York
+$12.4M
3
CTC
Central Trust Company
Missouri
+$10.3M
4
PWA
Peterson Wealth Advisors
Utah
+$10.3M
5
SWM
Sugarloaf Wealth Management
Georgia
+$9.15M

Top Sellers

Rank Fund Capital Flow
1
AA
Argent Advisors
Louisiana
-$2.65M
2
AWM
AE Wealth Management
Kansas
-$2.57M
3
GI
Gradient Investments
Minnesota
-$1.29M
4
IP
Ignite Planners
California
-$737K
5
OMC
Old Mission Capital
Illinois
-$307K
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
51
Kestra Private Wealth Services
Texas
$731K +$64.5K +1,184 +10%
CIA
52
Concurrent Investment Advisors
Florida
$605K +$588K +10,808 New
CSPAM
53
Cary Street Partners Asset Management
Virginia
$595K +$105K +1,927 +22%
GS
54
GTS Securities
New York
$583K +$568K +10,423 New
BOM
55
Bank of Marin
California
$566K +$103K +1,890 +23%
BFC
56
Bedel Financial Consulting
Indiana
$504K +$490K +9,004 New
DC
57
DeDora Capital
California
$501K +$180K +3,297 +58%
BCG
58
Breakwater Capital Group
New Jersey
$491K +$54.8K +1,006 +13%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$491K +$478K +8,775 New
FMP
60
Financial Management Professionals
Texas
$465K +$452K +8,302 New
CFG
61
Cooper Financial Group
California
$455K +$58.2K +1,068 +15%
SFC
62
Strategic Financial Concepts
Texas
$446K +$434K +7,977 New
MWA
63
MN Wealth Advisors
Kansas
$410K +$76.6K +1,406 +24%
JWBC
64
John W. Brooker & Co
California
$395K +$118K +2,169 +44%
EP
65
Eudaimonia Partners
Tennessee
$386K +$375K +6,890 New
SWP
66
Summit Wealth Partners
Florida
$368K +$33.9K +623 +10%
SFC
67
Sprinkle Financial Consultants
Colorado
$335K +$272 +5 +0.1%
LNC
68
Lincoln National Corp
Pennsylvania
$320K +$312K +5,721 New
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$284K +$276K +5,076 New
PCM
70
Pennsylvania Capital Management
Pennsylvania
$272K +$265K +4,860 New
NCM
71
NCM Capital Management
New Jersey
$265K +$258K +4,733 New
Citadel Advisors
72
Citadel Advisors
Florida
$249K +$242K +4,442 New
ACG
73
Allen Capital Group
Nebraska
$248K +$242K +4,436 New
CRWM
74
Castle Rock Wealth Management
California
$241K +$8.17K +150 +4%
CPL
75
CAP Partners LLC
Tennessee
$239K +$232K +4,267 New
1 2
3
4 5

HELO Hedge Fund Activity: Q1 2024 in Review

99 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q1 2024, worth a combined $323M — up 123% from $145M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new HELO positions and 2 closed out — a net gain of 49 holders — while 39 added to existing stakes and 6 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $22.2M. The largest seller was Argent Advisors, exiting entirely with an estimated $2.65M sold.

  • 99 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q1 2024, up from 50 in Q4 2023.
  • Funds reported $323M of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q1 2024, up 123% quarter-over-quarter.
  • 51 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q1 2024 and 2 closed out, a net change of +49 holders.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q1 2024 was Cambridge Investment Research Advisors, an estimated $22.2M added.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q1 2024 was Argent Advisors, an estimated $2.65M sold.

Based on aggregated 13F filings for Q1 2024.