JPMorgan Hedged Equity Laddered Overlay ETF
HELO
99 hedge funds and large institutions have $323M invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 39 increasing their positions, 6 reducing their positions, and 2 closing their positions.
2,450% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 2
550% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 6
123% more capital invested
Capital invested by funds: $145M → $323M (+$178M)
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
98% more funds holding
Funds holding: 50 → 99 (+49)
3.92% more ownership
Funds ownership: 72.02% → 75.93% (+3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$22.2M |
| 2 |
JP Morgan Chase
New York
|
+$12.4M |
| 3 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$10.3M |
| 4 |
PWA
Peterson Wealth Advisors
Orem,
Utah
|
+$10.3M |
| 5 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$9.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Argent Advisors
Monroe,
Louisiana
|
-$2.65M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.57M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$1.29M |
| 4 |
IP
Ignite Planners
San Clemente,
California
|
-$737K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$307K |
HELO Hedge Fund Activity: Q1 2024 in Review
99 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q1 2024, worth a combined $323M — up 123% from $145M a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new HELO positions and 2 closed out — a net gain of 49 holders — while 39 added to existing stakes and 6 trimmed.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $22.2M. The largest seller was Argent Advisors, exiting entirely with an estimated $2.65M sold.
- 99 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q1 2024, up from 50 in Q4 2023.
- Funds reported $323M of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q1 2024, up 123% quarter-over-quarter.
- 51 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q1 2024 and 2 closed out, a net change of +49 holders.
- The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q1 2024 was Cambridge Investment Research Advisors, an estimated $22.2M added.
- The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q1 2024 was Argent Advisors, an estimated $2.65M sold.
Based on aggregated 13F filings for Q1 2024.