JPMorgan Hedged Equity Laddered Overlay ETF
HELO
344 hedge funds and large institutions have $2.85B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 177 increasing their positions, 102 reducing their positions, and 18 closing their positions.
144% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 18
74% more repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 102
14% more funds holding in top 10
Funds holding in top 10: 22 → 25 (+3)
6% more funds holding
Funds holding: 324 → 344 (+20)
2% more capital invested
Capital invested by funds: $2.79B → $2.85B (+$59.8M)
3.76% less ownership
Funds ownership: 86.05% → 82.29% (-3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$24M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$21.3M |
| 3 |
Bank of New York Mellon
New York
|
+$15.9M |
| 4 |
LPL Financial
San Diego,
California
|
+$15.8M |
| 5 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$86.4M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$42.8M |
| 3 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
-$37.4M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$20.7M |
| 5 |
LWL
Leo Wealth LLC
Hurst,
Texas
|
-$16.8M |
HELO Hedge Fund Activity: Q3 2025 in Review
344 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q3 2025, worth a combined $2.85B — up 2.1% from $2.79B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new HELO positions and 18 closed out — a net gain of 26 holders — while 177 added to existing stakes and 102 trimmed.
The largest buyer was Bank of America, adding an estimated $24M. The largest seller was Royal Bank of Canada, cutting an estimated $86.4M.
- 344 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q3 2025, up from 324 in Q2 2025.
- Funds reported $2.85B of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q3 2025, up 2.1% quarter-over-quarter.
- 44 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q3 2025 and 18 closed out, a net change of +26 holders.
- The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q3 2025 was Bank of America, an estimated $24M added.
- The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $86.4M sold.
Based on aggregated 13F filings for Q3 2025.