JPMorgan Hedged Equity Laddered Overlay ETF
HELO
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
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
54% more funds holding
Funds holding: 99 → 152 (+53)
11.47% more ownership
Funds ownership: 75.93% → 87.4% (+11%)
Holders
152
Holding in Top 10
9
Calls
–
Puts
–
Top Buyers
| 1 | +$36.4M | |
| 2 | +$28M | |
| 3 | +$22.8M | |
| 4 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
+$22.6M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$22.4M |
Top Sellers
| 1 | -$4.94M | |
| 2 | -$4.23M | |
| 3 | -$1.99M | |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.57M |
| 5 |
GS
GTS Securities
New York
|
-$583K |