We are live on ! Find out more
HELO icon

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
RFA
76
Resurgent Financial Advisors
Georgia
$232K +$111K +2,035 +97%
TWM
77
Tradition Wealth Management
Minnesota
$231K +$225K +4,132 New
CASC
78
Coppell Advisory Solutions Corp
Texas
$223K +$217K +3,990 New
MIA
79
Milestone Investment Advisors
Wisconsin
$221K +$215K +3,942 New
FIA
80
Foundations Investment Advisors
Arizona
$220K +$214K +3,932 New
AAS
81
Avantax Advisory Services
Texas
$214K +$208K +3,815 New
AA
82
Ancora Advisors
Ohio
$181K +$176K +3,231 New
GRP
83
Global Retirement Partners
California
$103K +$66.2K +1,215 +193%
CF
84
Centaurus Financial
California
$102K +$99.1K +1,820 New
Comerica Bank
85
Comerica Bank
Texas
$95.3K -$87.6K -1,608 -49%
UBS Group
86
UBS Group
Switzerland
$92.9K +$90.4K +1,660 New
CAL
87
Capital Advisors Ltd
Ohio
$84K +$29.9K +550 +57%
CPA
88
Clear Point Advisors
New York
$56.2K +$54 +1 +0.1%
HI
89
Harbour Investments
Wisconsin
$42.1K +$40.9K +752 New
CA
90
CoreCap Advisors
Michigan
$21K +$20.4K +375 New
JWM
91
Janiczek Wealth Management
Colorado
$10.6K +$54 +1 +0.5%
Bank of America
92
Bank of America
North Carolina
$10.4K +$10.1K +185 New
ACA
93
Aptus Capital Advisors
Alabama
$7K +$6.81K +125 New
BFS
94
Burkett Financial Services
South Carolina
$4.38K – – –
Fidelity Investments
95
Fidelity Investments
Massachusetts
$3.92K +$2.56K +47 +204%
PCMC
96
Planning Capital Management Corporation
Pennsylvania
$3.64K +$3.54K +65 New
EWA
97
EverSource Wealth Advisors
Alabama
$1.04K +$1.03K +19 New
DFA
98
DHJJ Financial Advisors
Illinois
$112 – – –
AF
99
Allworth Financial
California
$56 – – –
YAL
100
Your Advocates Ltd
Texas
$8 – – –
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.