We are live on ! Find out more
HELO icon

JPMorgan Hedged Equity Laddered Overlay ETF
HELO

297 hedge funds and large institutions have $2.28B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 178 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 51

176% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 17

38% more funds holding in top 10

Funds holding in top 10: 21 → 29 (+8)

12% more capital invested

Capital invested by funds: $2.03B → $2.28B (+$251M)

9% more funds holding

Funds holding: 273 → 297 (+24)

7.7% less ownership

Funds ownership: 91.51% → 83.81% (-7.7%)

Holders
297
Holders Change
+24
Holders Change %
+8.79%
% of All Funds
3.98%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.39%
New
47
Increased
178
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$83.3M
2
LPL Financial
LPL Financial
California
+$47.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$43.6M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$33.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$32.1M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$59.3M
2
SWP
Sagespring Wealth Partners
Tennessee
-$58.6M
3
GI
Gradient Investments
Minnesota
-$24.9M
4
DWM
Dynasty Wealth Management
Florida
-$24.2M
5
LWL
Leo Wealth LLC
Texas
-$15.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
126
Thoroughbred Financial Services
Tennessee
$2.22M +$144K +2,330 +7%
KAS
127
Kestra Advisory Services
Texas
$2.22M +$1.16M +18,718 +101%
GPWM
128
Grant Private Wealth Management
California
$2.22M +$777K +12,534 +51%
CIA
129
Concurrent Investment Advisors
Florida
$2.16M +$364K +5,863 +19%
AFP
130
Ausdal Financial Partners
Iowa
$2.16M +$348K +5,612 +18%
CFS
131
Coordinated Financial Services
Colorado
$2.16M +$1.29M +20,730 +134%
SWIM
132
Smallwood Wealth Investment Management
New Jersey
$2.13M +$859K +13,862 +63%
AF
133
Apexium Financial
Texas
$2.13M +$1.12M +18,058 +103%
FAIM
134
Financial Advocates Investment Management
Washington
$2.07M +$570K +9,191 +36%
DP
135
Denver PWM
Colorado
$2.05M +$113K +1,817 +6%
IWP
136
IAG Wealth Partners
Wisconsin
$2.05M +$36.9K +595 +2%
PAG
137
Paladin Advisory Group
Iowa
$2.02M +$1.82M +29,433 +676%
SA
138
Sincerus Advisory
New York
$1.99M +$267K +4,300 +15%
SWP
139
Stratos Wealth Partners
Ohio
$1.93M +$155K +2,499 +8%
SAM
140
Smartleaf Asset Management
Massachusetts
$1.85M +$27.4K +442 +1%
SWA
141
Stratos Wealth Advisors
Ohio
$1.8M +$196K +3,161 +12%
FFA
142
Farther Finance Advisors
California
$1.76M +$1.83M +29,470 New
MA
143
MONECO Advisors
Connecticut
$1.74M +$837K +13,501 +86%
CF
144
Convergence Financial
Missouri
$1.68M +$65.8K +1,061 +4%
AC
145
Avestar Capital
New York
$1.66M +$724K +11,670 +72%
SPC
146
Sigma Planning Corp
Michigan
$1.65M +$724K +11,678 +73%
CFA
147
Cahill Financial Advisors
Minnesota
$1.58M +$121K +1,949 +8%
VAM
148
Vienna Asset Management
California
$1.56M +$330K +5,325 +26%
PCA
149
Purkiss Capital Advisors
Connecticut
$1.5M +$187K +3,010 +14%
PFGIA
150
Patriot Financial Group Insurance Agency
Massachusetts
$1.49M +$686K +11,066 +80%
4 5
6
7 8

HELO Hedge Fund Activity: Q1 2025 in Review

297 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q1 2025, worth a combined $2.28B — up 12% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new HELO positions and 17 closed out — a net gain of 30 holders — while 178 added to existing stakes and 51 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $83.3M. The largest seller was JP Morgan Chase, cutting an estimated $59.3M.

  • 297 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q1 2025, up from 273 in Q4 2024.
  • Funds reported $2.28B of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 47 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q1 2025 and 17 closed out, a net change of +30 holders.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q1 2025 was Bank of America, an estimated $83.3M added.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q1 2025 was JP Morgan Chase, an estimated $59.3M sold.

Based on aggregated 13F filings for Q1 2025.