JPMorgan Hedged Equity Laddered Overlay ETF
HELO
HELO
206 hedge funds and large institutions have $1.41B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 116 increasing their positions, 17 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
36% more funds holding
Funds holding: 152 → 206 (+54)
0.5% less ownership
Funds ownership: 87.4% → 86.9% (-0.5%)
Holders
206
Holding in Top 10
13
Calls
–
Puts
–
Top Buyers
| 1 | +$129M | |
| 2 | +$59.8M | |
| 3 | +$37.4M | |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$35.1M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$29.7M |
Top Sellers
| 1 | -$60.1M | |
| 2 | -$5.34M | |
| 3 | -$2.19M | |
| 4 |
CA
Crewe Advisors
Salt Lake City,
Utah
|
-$1.68M |
| 5 |
Jane Street
New York
|
-$1.28M |