JPMorgan Hedged Equity Laddered Overlay ETF
HELO
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.
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: →
98% more funds holding
Funds holding: 50 → 99 (+49)
3.92% more ownership
Funds ownership: 72.02% → 75.93% (+3.9%)
Holders
99
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$22.8M | |
| 2 | +$12.7M | |
| 3 | +$10.6M | |
| 4 |
PWA
Peterson Wealth Advisors
Orem,
Utah
|
+$10.6M |
| 5 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$9.41M |
Top Sellers
| 1 | -$2.65M | |
| 2 | -$2.57M | |
| 3 | -$1.32M | |
| 4 |
IP
Ignite Planners
San Clemente,
California
|
-$757K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$316K |