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JPMorgan Hedged Equity Laddered Overlay ETF
HELO

152 hedge funds and large institutions have $697M invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 72 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 8

713% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 8

125% more funds holding in top 10

Funds holding in top 10: 4 → 9 (+5)

116% more capital invested

Capital invested by funds: $323M → $697M (+$374M)

54% more funds holding

Funds holding: 99 → 152 (+53)

11.47% more ownership

Funds ownership: 75.93% → 87.4% (+11%)

Holders
152
Holders Change
+53
Holders Change %
+53.54%
% of All Funds
2.2%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
65
Increased
72
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$56.3M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$35.2M
3
CFS
CGC Financial Services
Oregon
+$27.1M
4
GI
Gradient Investments
Minnesota
+$22M
5
CPC
Consolidated Planning Corp
Georgia
+$21.9M

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.78M
2
Jane Street
Jane Street
New York
-$4.09M
3
AC
Avestar Capital
New York
-$1.99M
4
CW
CreativeOne Wealth
Kansas
-$1.52M
5
GS
GTS Securities
New York
-$583K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
101
Pennsylvania Capital Management
Pennsylvania
$480K +$189K +3,335 +69%
TWM
102
Tradition Wealth Management
Minnesota
$475K +$225K +3,981 +96%
SWA
103
Stratos Wealth Advisors
Ohio
$471K +$455K +8,044 New
BPA
104
Beacon Pointe Advisors
California
$440K +$425K +7,511 New
PIWA
105
Prevail Innovative Wealth Advisors
Kansas
$424K +$410K +7,242 New
SWP
106
Summit Wealth Partners
Florida
$410K +$24.5K +432 +7%
SFC
107
Sprinkle Financial Consultants
Colorado
$388K +$36.2K +640 +11%
Truist Financial
108
Truist Financial
North Carolina
$343K +$332K +5,864 New
RFA
109
Resurgent Financial Advisors
Georgia
$337K +$92K +1,625 +39%
FCM
110
Firestone Capital Management
Florida
$327K +$316K +5,585 New
TCWM
111
Total Clarity Wealth Management
Illinois
$321K +$310K +5,475 New
TSWM
112
Tyler-Stone Wealth Management
Ohio
$312K +$302K +5,330 New
SG
113
StoneX Group
New York
$311K +$300K +5,306 New
MA
114
MONECO Advisors
Connecticut
$305K +$295K +5,214 New
DC
115
Davenport & Co
Virginia
$291K +$281K +4,968 New
KAS
116
Kestra Advisory Services
Texas
$290K +$280K +4,945 New
ACG
117
Allen Capital Group
Nebraska
$281K +$20.7K +365 +8%
CFG
118
Carr Financial Group
Massachusetts
$276K +$267K +4,716 New
IAIM
119
International Assets Investment Management
Florida
$274K +$265K +4,675 New
CRWM
120
Castle Rock Wealth Management
California
$259K +$1.93K +34 +0.8%
CPL
121
CAP Partners LLC
Tennessee
$258K +$8.04K +142 +3%
CW
122
CreativeOne Wealth
Kansas
$246K -$1.52M -26,794 -86%
VT
123
Vise Technologies
New York
$241K +$233K +4,120 New
BRWA
124
B. Riley Wealth Advisors
Florida
$240K +$232K +4,093 New
RJT
125
Raymond James Trust
Florida
$239K +$231K +4,089 New
3 4
5
6 7

HELO Hedge Fund Activity: Q2 2024 in Review

152 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q2 2024, worth a combined $697M — up 116% from $323M a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new HELO positions and 8 closed out — a net gain of 57 holders — while 72 added to existing stakes and 8 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $56.3M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $4.78M.

  • 152 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q2 2024, up from 99 in Q1 2024.
  • Funds reported $697M of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q2 2024, up 116% quarter-over-quarter.
  • 65 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q2 2024 and 8 closed out, a net change of +57 holders.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $56.3M added.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q2 2024 was Cambridge Investment Research Advisors, an estimated $4.78M sold.

Based on aggregated 13F filings for Q2 2024.