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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
AWM
51
Avior Wealth Management
Nebraska
$10.6M +$10.2M +169,089 New
SA
52
Skyline Advisors
Washington
$10.3M -$1.33M -22,043 -12%
KPWS
53
Kestra Private Wealth Services
Texas
$9.8M -$122K -2,027 -1%
FHA
54
Flagship Harbor Advisors
Massachusetts
$9.49M +$5.37M +88,934 +142%
DWP
55
Daymark Wealth Partners
Ohio
$9.3M +$85.5K +1,416 +1%
CAG
56
Curtis Advisory Group
California
$8.95M +$510K +8,450 +6%
UWM
57
USAdvisors Wealth Management
Minnesota
$8.95M +$1.73M +28,719 +25%
WA
58
Waverly Advisors
Alabama
$8.81M -$581K -9,627 -6%
AWM
59
Avaii Wealth Management
Wisconsin
$8.71M -$1.6M -26,509 -16%
AA
60
Aire Advisors
California
$8.53M +$600K +9,946 +8%
LWA
61
Lifelong Wealth Advisors
Minnesota
$8.51M +$8.2M +135,947 New
CA
62
Crewe Advisors
Utah
$8.31M +$8.01M +132,739 New
RWA
63
Redhawk Wealth Advisors
Minnesota
$8.12M -$4.28M -70,916 -35%
PVI
64
Pine Valley Investments
New Jersey
$7.91M +$162K +2,682 +2%
BCM
65
Brookstone Capital Management
Illinois
$7.75M -$195K -3,227 -3%
HFS
66
Hughes Financial Services
Virginia
$7.45M +$523K +8,660 +8%
APCM
67
Alaska Permanent Capital Management
Alaska
$7.27M +$7.01M +116,202 New
OMC
68
Old Mission Capital
Illinois
$7.18M +$4.33M +71,668 +167%
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
$7.08M +$1.01M +16,673 +17%
WP
70
WealthPLAN Partners
Nebraska
$7.08M -$3.47M -57,463 -34%
OFS
71
Orrstown Financial Services
Pennsylvania
$7.06M +$563K +9,322 +9%
PS
72
Planned Solutions
California
$6.61M +$384K +6,371 +6%
PWP
73
PrairieView Wealth Partners
Illinois
$6.61M -$570K -9,452 -8%
TSWM
74
Tyler-Stone Wealth Management
Ohio
$6.48M +$695K +11,508 +12%
MA
75
MONECO Advisors
Connecticut
$6.43M +$4.43M +73,451 +251%

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.