JPMorgan Hedged Equity Laddered Overlay ETF
HELO
HELO
321 hedge funds and large institutions have $2.75B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 147 increasing their positions, 98 reducing their positions, and 21 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+26
Holders Change %
+8.81%
% of All Funds
4.3%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.3%
New
54
Increased
147
Reduced
98
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Bank of New York Mellon
New York
|
+$93.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$84.7M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$54.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$27.2M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$25.8M |
Top Sellers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$28.5M |
| 2 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
-$20.7M |
| 3 |
VPP
Vertex Planning Partners
Downers Grove,
Illinois
|
-$15.1M |
| 4 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
-$14.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$13M |
