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JPMorgan Hedged Equity Laddered Overlay ETF

324 hedge funds and large institutions have $2.79B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 151 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 22

56% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 97

22% more capital invested

Capital invested by funds: $2.28B → $2.79B (+$507M)

9% more funds holding

Funds holding: 297324 (+27)

2.24% more ownership

Funds ownership: 83.81%86.05% (+2.2%)

24% less funds holding in top 10

Funds holding in top 10: 2922 (-7)

Holders
324
Holders Change
+27
Holders Change %
+9.09%
% of All Funds
4.27%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.29%
New
54
Increased
151
Reduced
97
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
126
Harbour Investments
Wisconsin
$2.5M +$2.37M +39,263 +6,068%
Citadel Advisors
127
Citadel Advisors
Florida
$2.49M +$2.4M +39,785 New
EWA
128
Evolution Wealth Advisors
Florida
$2.48M +$302 +5 +0%
PWMAG
129
Pinnacle Wealth Management Advisory Group
New Jersey
$2.46M +$2.03M +33,598 +580%
RA
130
RFG Advisory
Alabama
$2.45M +$2.36M +39,075 New
PAG
131
Paladin Advisory Group
Iowa
$2.38M +$258K +4,278 +13%
DP
132
Denver PWM
Colorado
$2.29M +$137K +2,266 +7%
TFS
133
Thoroughbred Financial Services
Tennessee
$2.23M -$95.5K -1,582 -4%
Renaissance Technologies
134
Renaissance Technologies
New York
$2.22M +$2.14M +35,500 New
BPW
135
BLVD Private Wealth
Kentucky
$2.22M +$2.14M +35,474 New
SFC
136
Sprinkle Financial Consultants
Colorado
$2.14M -$394K -6,536 -16%
AAS
137
Ameritas Advisory Services
Nebraska
$2.08M -$2.1M -34,845 -51%
SWP
138
Stratos Wealth Partners
Ohio
$2.07M +$38.3K +634 +2%
PFGIA
139
Patriot Financial Group Insurance Agency
Massachusetts
$1.98M +$406K +6,723 +27%
IWP
140
IAG Wealth Partners
Wisconsin
$1.96M -$178K -2,957 -9%
CF
141
Convergence Financial
Missouri
$1.92M +$152K +2,520 +9%
PCA
142
Purkiss Capital Advisors
Connecticut
$1.91M +$321K +5,326 +21%
HAS
143
HBW Advisory Services
California
$1.9M -$653K -10,827 -26%
CIA
144
Concurrent Investment Advisors
Florida
$1.9M -$358K -5,936 -16%
SRA
145
Secured Retirement Advisors
Minnesota
$1.86M -$1.28M -21,231 -42%
AWM
146
Axxcess Wealth Management
California
$1.82M -$704K -11,661 -29%
AWS
147
Atria Wealth Solutions
New York
$1.8M -$3.3M -54,717 -66%
DC
148
Davenport & Co
Virginia
$1.79M +$273K +4,523 +19%
SA
149
Sincerus Advisory
New York
$1.75M -$344K -5,708 -17%
SI
150
Stephens Inc
Arkansas
$1.74M +$1.15M +19,000 +216%

HELO Hedge Fund Activity: Q2 2025 in Review

324 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q2 2025, worth a combined $2.79B — up 22% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new HELO positions and 22 closed out — a net gain of 32 holders — while 151 added to existing stakes and 97 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $90.4M. The largest seller was N.E.W. Advisory Services, cutting an estimated $20M.

  • 324 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q2 2025, up from 297 in Q1 2025.
  • Funds reported $2.79B of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q2 2025, up 22% quarter-over-quarter.
  • 54 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q2 2025 and 22 closed out, a net change of +32 holders.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q2 2025 was Bank of New York Mellon, an estimated $90.4M added.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q2 2025 was N.E.W. Advisory Services, an estimated $20M sold.

Based on aggregated 13F filings for Q2 2025.