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JPMorgan Hedged Equity Laddered Overlay ETF
HELO

273 hedge funds and large institutions have $2.03B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 141 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 12

341% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 32

62% more funds holding in top 10

Funds holding in top 10: 13 → 21 (+8)

44% more capital invested

Capital invested by funds: $1.41B → $2.03B (+$622M)

33% more funds holding

Funds holding: 206 → 273 (+67)

4.61% more ownership

Funds ownership: 86.9% → 91.51% (+4.6%)

Holders
273
Holders Change
+67
Holders Change %
+32.52%
% of All Funds
3.6%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.28%
New
84
Increased
141
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DWM
Dynasty Wealth Management
Florida
+$63.9M
2
JP Morgan Chase
JP Morgan Chase
New York
+$63.4M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$50.6M
4
LPL Financial
LPL Financial
California
+$37.1M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$26.1M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$27.7M
2
TW
Transform Wealth
Colorado
-$11.8M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$9.88M
4
AI
Atria Investments
North Carolina
-$9.57M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
126
Stratos Wealth Advisors
Ohio
$1.67M +$708K +11,368 +73%
EWA
127
Evolution Wealth Advisors
Florida
$1.66M +$1.66M +26,660 New
FAIM
128
Financial Advocates Investment Management
Washington
$1.58M +$1.59M +25,524 New
MW
129
Members Wealth
Pennsylvania
$1.57M +$1.55M +24,962 New
GPWM
130
Grant Private Wealth Management
California
$1.53M +$1.53M +24,615 New
CFA
131
Cahill Financial Advisors
Minnesota
$1.52M +$263K +4,229 +21%
PCA
132
Purkiss Capital Advisors
Connecticut
$1.38M +$1.38M +22,202 New
SWIM
133
Smallwood Wealth Investment Management
New Jersey
$1.36M +$770K +12,367 +130%
VAM
134
Vienna Asset Management
California
$1.3M +$291K +4,672 +29%
SNB
135
Security National Bank
Nebraska
$1.26M +$61.2K +982 +5%
SMC
136
Smith, Moore & Co
Missouri
$1.25M +$1.25M +20,121 New
MWG
137
Martin Worley Group
Utah
$1.19M +$1.19M +19,185 New
BFC
138
Bedel Financial Consulting
Indiana
$1.18M +$208K +3,343 +22%
MWM
139
Mascagni Wealth Management
Mississippi
$1.17M +$1.22M +19,565 New
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$1.16M -$5.73M -92,040 -83%
DC
141
DeDora Capital
California
$1.15M +$208K +3,333 +22%
FFN
142
Focus Financial Network
Minnesota
$1.15M +$319K +5,115 +38%
KAS
143
Kestra Advisory Services
Texas
$1.15M +$714K +11,463 +164%
IAA
144
Independent Advisor Alliance
North Carolina
$1.14M +$1.14M +18,325 New
JWBC
145
John W. Brooker & Co
California
$1.14M +$17.4K +279 +2%
LIS
146
Legacy Investment Solutions
Idaho
$1.1M -$990K -15,890 -48%
LWMI
147
Legacy Wealth Management (Idaho)
Idaho
$1.1M -$990K -15,890 -48%
MAG
148
Mayfair Advisory Group
Alabama
$1.09M +$1.1M +17,631 New
AF
149
Apexium Financial
Texas
$1.09M +$546K +8,774 +99%
DC
150
Davenport & Co
Virginia
$1.06M +$693K +11,129 +185%
4 5
6
7 8

HELO Hedge Fund Activity: Q4 2024 in Review

273 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q4 2024, worth a combined $2.03B — up 44% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new HELO positions and 12 closed out — a net gain of 72 holders — while 141 added to existing stakes and 32 trimmed.

The largest buyer was Dynasty Wealth Management, opening a new position worth an estimated $63.9M. The largest seller was Gradient Investments, cutting an estimated $27.7M.

  • 273 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q4 2024, up from 206 in Q3 2024.
  • Funds reported $2.03B of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q4 2024, up 44% quarter-over-quarter.
  • 84 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q4 2024 and 12 closed out, a net change of +72 holders.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q4 2024 was Dynasty Wealth Management, an estimated $63.9M added.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q4 2024 was Gradient Investments, an estimated $27.7M sold.

Based on aggregated 13F filings for Q4 2024.