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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
CFG
76
Cooper Financial Group
California
$6.32M -$551K -9,128 -8%
OWA
77
Oak Wealth Advisors
Illinois
$6.23M -$235K -3,901 -4%
OC
78
Oppenheimer & Co
New York
$6.13M +$995K +16,493 +20%
MIA
79
Milestone Investment Advisors
Wisconsin
$5.98M -$167K -2,772 -3%
BCI
80
Brinker Capital Investments
Pennsylvania
$5.55M +$237K +3,922 +5%
EWM
81
Echo Wealth Management
Minnesota
$5.27M +$846K +14,024 +20%
PWM
82
Palumbo Wealth Management
New York
$5.26M +$453K +7,505 +10%
EH
83
Equitable Holdings
New York
$5.17M +$198K +3,276 +4%
BFS
84
Bradley Foster & Sargent
Connecticut
$4.99M +$4.81M +79,662 New
AF
85
Apexium Financial
Texas
$4.91M +$2.59M +42,836 +120%
FA
86
Fiduciary Alliance
South Carolina
$4.89M -$36.9K -612 -0.8%
PPC
87
Park Place Capital
Alabama
$4.76M +$1.95M +32,299 +74%
P
88
&Partners
Tennessee
$4.58M +$3.4M +56,308 +335%
NA
89
NewEdge Advisors
Louisiana
$4.57M +$1.4M +23,263 +47%
BPA
90
Beacon Pointe Advisors
California
$4.46M +$155K +2,564 +4%
PSCM
91
Per Stirling Capital Management
Texas
$4.41M +$44.3K +734 +1%
Jane Street
92
Jane Street
New York
$4.38M -$650K -10,768 -13%
OHWP
93
Oak Harbor Wealth Partners
North Carolina
$4.27M +$329K +5,444 +9%
PWM
94
Perigon Wealth Management
California
$4.22M +$84K +1,392 +2%
GAM
95
Gotham Asset Management
New York
$4.15M
CCFM
96
Clear Creek Financial Management
Washington
$4.14M +$55.3K +916 +1%
HIA
97
Harbor Investment Advisory
Maryland
$4.05M +$109K +1,814 +3%
AAS
98
Avantax Advisory Services
Texas
$4.02M -$104K -1,731 -3%
FMP
99
Financial Management Professionals
Texas
$3.96M -$85.6K -1,419 -2%
M1FG
100
Mach-1 Financial Group
Arkansas
$3.95M +$302K +5,007 +9%

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.