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JPMorgan Hedged Equity Laddered Overlay ETF
HELO

152 hedge funds and large institutions have $697M invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 72 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 8

713% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 8

125% more funds holding in top 10

Funds holding in top 10: 4 → 9 (+5)

116% more capital invested

Capital invested by funds: $323M → $697M (+$374M)

54% more funds holding

Funds holding: 99 → 152 (+53)

11.47% more ownership

Funds ownership: 75.93% → 87.4% (+11%)

Holders
152
Holders Change
+53
Holders Change %
+53.54%
% of All Funds
2.2%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
65
Increased
72
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$56.3M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$35.2M
3
CFS
CGC Financial Services
Oregon
+$27.1M
4
GI
Gradient Investments
Minnesota
+$22M
5
CPC
Consolidated Planning Corp
Georgia
+$21.9M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.78M
2
Jane Street
Jane Street
New York
-$4.09M
3
AC
Avestar Capital
New York
-$1.99M
4
CW
CreativeOne Wealth
Kansas
-$1.52M
5
GS
GTS Securities
New York
-$583K
Name Holding Trade Value Shares
Change 		Change in
Stake
PF
51
Penney Financial
Texas
$2.89M +$381K +6,734 +16%
EWM
52
Echo Wealth Management
Minnesota
$2.83M +$645K +11,389 +31%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$2.81M +$78.7K +1,391 +3%
LWM
54
Lionsbridge Wealth Management
Florida
$2.69M +$1.56M +27,499 +150%
CSPAM
55
Cary Street Partners Asset Management
Virginia
$2.68M +$1.99M +35,167 +331%
HIA
56
Harbor Investment Advisory
Maryland
$2.53M +$1.03M +18,131 +72%
Mariner
57
Mariner
Kansas
$2.5M +$42K +742 +2%
CAS
58
Coppell Advisory Solutions
Texas
$2.42M +$2.34M +41,320 New
MFS
59
Mattson Financial Services
Michigan
$2.41M +$2.33M +41,084 New
SPA
60
Shore Point Advisors
New Jersey
$2.4M +$19.4K +342 +0.8%
Focus Partners Wealth
61
Focus Partners Wealth
Massachusetts
$2.39M +$2.31M +40,835 New
KPWS
62
Kestra Private Wealth Services
Texas
$2.36M +$1.54M +27,271 +209%
FMP
63
Financial Management Professionals
Texas
$2.33M +$1.78M +31,491 +379%
PAG
64
Private Advisor Group
New Jersey
$2.31M +$2.24M +39,492 New
BCM
65
Brookstone Capital Management
Illinois
$2.31M +$863K +15,253 +64%
TC
66
TownSquare Capital
Utah
$2.19M +$196K +3,457 +10%
OMC
67
Old Mission Capital
Illinois
$2.19M +$880K +15,541 +71%
CA
68
Crewe Advisors
Utah
$1.68M +$1.62M +28,697 New
DP
69
Denver PWM
Colorado
$1.6M +$1.54M +27,237 New
KIG
70
Kennedy Investment Group
New Jersey
$1.43M +$1.39M +24,483 New
FHA
71
Flagship Harbor Advisors
Massachusetts
$1.27M +$1.23M +21,667 New
TFS
72
Thoroughbred Financial Services
Tennessee
$1.26M +$314K +5,550 +35%
OHWP
73
Oak Harbor Wealth Partners
North Carolina
$1.13M +$1.09M +19,233 New
CF
74
Convergence Financial
Missouri
$1.09M +$1.05M +18,551 New
CIA
75
Concurrent Investment Advisors
Florida
$1.04M +$396K +7,000 +65%
1 2
3
4 5

HELO Hedge Fund Activity: Q2 2024 in Review

152 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q2 2024, worth a combined $697M — up 116% from $323M a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new HELO positions and 8 closed out — a net gain of 57 holders — while 72 added to existing stakes and 8 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $56.3M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $4.78M.

  • 152 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q2 2024, up from 99 in Q1 2024.
  • Funds reported $697M of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q2 2024, up 116% quarter-over-quarter.
  • 65 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q2 2024 and 8 closed out, a net change of +57 holders.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $56.3M added.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q2 2024 was Cambridge Investment Research Advisors, an estimated $4.78M sold.

Based on aggregated 13F filings for Q2 2024.