JPMorgan Hedged Equity Laddered Overlay ETF
HELO
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
33% more funds holding
Funds holding: 206 → 273 (+67)
4.61% more ownership
Funds ownership: 86.9% → 91.51% (+4.6%)
Holders
273
Holding in Top 10
21
Calls
–
Puts
–
Top Buyers
| 1 | +$63.6M | |
| 2 | +$63.2M | |
| 3 | +$50.4M | |
| 4 |
LPL Financial
San Diego,
California
|
+$37M |
| 5 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$26M |
Top Sellers
| 1 | -$27.6M | |
| 2 | -$11.8M | |
| 3 | -$9.84M | |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$9.57M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$8.89M |