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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
CFG
76
Cooper Financial Group
California
$967K +$475K +8,391 +103%
SFS
77
Sowell Financial Services
Arkansas
$949K -$54.7K -967 -6%
IP
78
Ignite Planners
California
$802K -$63K -1,113 -8%
BFC
79
Bedel Financial Consulting
Indiana
$789K +$253K +4,465 +50%
HAS
80
HBW Advisory Services
California
$782K +$756K +13,359 New
CGH
81
Crossmark Global Holdings
Texas
$777K +$751K +13,265 New
JWBC
82
John W. Brooker & Co
California
$763K +$338K +5,963 +84%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$761K +$239K +4,225 +48%
CFA
84
Cahill Financial Advisors
Minnesota
$752K +$727K +12,842 New
MCC
85
Money Concepts Capital
Florida
$726K +$702K +12,398 New
SWP
86
Stratos Wealth Partners
Ohio
$722K +$698K +12,334 New
CCFM
87
Clear Creek Financial Management
Washington
$689K +$666K +11,767 New
DC
88
DeDora Capital
California
$685K +$156K +2,750 +31%
MWA
89
MN Wealth Advisors
Kansas
$654K +$218K +3,850 +53%
SNB
90
Security National Bank
Nebraska
$636K +$615K +10,862 New
FFN
91
Focus Financial Network
Minnesota
$618K +$592K +10,464 New
OIA
92
OneDigital Investment Advisors
Kansas
$615K +$594K +10,498 New
YWS
93
Yarger Wealth Strategies
Ohio
$611K +$590K +10,427 New
BOM
94
Bank of Marin
California
$601K +$8.21K +145 +1%
MW
95
Members Wealth
Pennsylvania
$597K +$538K +9,512 New
NCM
96
NCM Capital Management
New Jersey
$572K +$285K +5,033 +106%
BCG
97
Breakwater Capital Group
New Jersey
$570K +$53.6K +947 +11%
FPAS
98
Focus Partners Advisor Solutions
Missouri
$560K +$541K +9,563 New
LWM
99
Lakeridge Wealth Management
Ohio
$507K +$490K +8,662 New
IAP
100
Indie Asset Partners
Indiana
$495K +$479K +8,460 New
2 3
4
5 6

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.