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JPMorgan Hedged Equity Laddered Overlay ETF
HELO
HELO
383 hedge funds and large institutions have $3.11B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2026 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 187 increasing their positions, 107 reducing their positions, and 28 closing their positions.
New
Increased
Maintained
Reduced
Closed
75% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 107
50% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 28
2% more funds holding
Funds holding: 374 → 383 (+9)
3% more capital invested
Capital invested by funds: $3.03B → $3.11B (+$76.1M)
1.19% less ownership
Funds ownership: 84.14% → 82.95% (-1.2%)
15% less funds holding in top 10
Funds holding in top 10: 27 → 23 (-4)
Holders
383
Holders Change
+9
Holders Change %
+2.41%
% of All Funds
4.72%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.28%
New
42
Increased
187
Reduced
107
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
