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JPMorgan Hedged Equity Laddered Overlay ETF
HELO

344 hedge funds and large institutions have $2.85B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 177 increasing their positions, 102 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 18

74% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 102

14% more funds holding in top 10

Funds holding in top 10: 22 → 25 (+3)

6% more funds holding

Funds holding: 324 → 344 (+20)

2% more capital invested

Capital invested by funds: $2.79B → $2.85B (+$59.8M)

3.76% less ownership

Funds ownership: 86.05% → 82.29% (-3.8%)

Holders
344
Holders Change
+20
Holders Change %
+6.17%
% of All Funds
4.52%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.33%
New
44
Increased
177
Reduced
102
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$24M
2
Ameriprise
Ameriprise
Minnesota
+$21.3M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$15.9M
4
LPL Financial
LPL Financial
California
+$15.8M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$14.7M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$86.4M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$42.8M
3
DWM
Dynasty Wealth Management
Florida
-$37.4M
4
HighTower Advisors
HighTower Advisors
Illinois
-$20.7M
5
LWL
Leo Wealth LLC
Texas
-$16.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
126
Mattson Financial Services
Michigan
$2.76M +$14.3K +224 +0.5%
HI
127
Harbour Investments
Wisconsin
$2.72M +$127K +1,992 +5%
CFS
128
Coordinated Financial Services
Colorado
$2.68M +$1.28K +20 +0%
AFG
129
Allegheny Financial Group
Pennsylvania
$2.59M +$1.79M +28,075 +238%
BFWM
130
Bright Futures Wealth Management
New York
$2.43M +$2.38M +37,323 New
GPWM
131
Grant Private Wealth Management
California
$2.39M +$2.35M +36,827 New
DC
132
Davenport & Co
Virginia
$2.35M +$482K +7,554 +26%
Renaissance Technologies
133
Renaissance Technologies
New York
$2.32M +$14K +220 +0.6%
DP
134
Denver PWM
Colorado
$2.3M +$8.62K +135 +0.4%
TFS
135
Thoroughbred Financial Services
Tennessee
$2.27M -$45.2K -708 -2%
EWA
136
Evolution Wealth Advisors
Florida
$2.26M -$305K -4,778 -12%
CIA
137
Concurrent Investment Advisors
Florida
$2.21M +$240K +3,759 +12%
PS
138
Principal Securities
Iowa
$2.2M +$1.6M +25,089 +287%
PCA
139
Purkiss Capital Advisors
Connecticut
$2.14M +$151K +2,370 +8%
IWP
140
IAG Wealth Partners
Wisconsin
$2.11M +$69.9K +1,094 +3%
SA
141
Sincerus Advisory
New York
$2.09M +$287K +4,498 +16%
CF
142
Convergence Financial
Missouri
$2.05M +$55.8K +873 +3%
PCIA
143
Prime Capital Investment Advisors
Kansas
$2.05M +$1.15M +18,080 +135%
PFGIA
144
Patriot Financial Group Insurance Agency
Massachusetts
$2.04M -$14.9K -233 -0.7%
CFS
145
Compass Financial Services
Iowa
$1.98M +$325K +5,092 +20%
AWM
146
Axxcess Wealth Management
California
$1.8M -$98K -1,535 -5%
MAG
147
Mayfair Advisory Group
Alabama
$1.79M +$51.9K +813 +3%
LWM
148
Lionsbridge Wealth Management
Florida
$1.77M +$1.04M +16,225 +147%
SWP
149
Summit Wealth Partners
Florida
$1.77M -$15.3K -240 -0.9%
MAM
150
Milestone Asset Management
Pennsylvania
$1.73M +$476K +7,458 +39%
4 5
6
7 8

HELO Hedge Fund Activity: Q3 2025 in Review

344 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q3 2025, worth a combined $2.85B — up 2.1% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new HELO positions and 18 closed out — a net gain of 26 holders — while 177 added to existing stakes and 102 trimmed.

The largest buyer was Bank of America, adding an estimated $24M. The largest seller was Royal Bank of Canada, cutting an estimated $86.4M.

  • 344 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q3 2025, up from 324 in Q2 2025.
  • Funds reported $2.85B of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q3 2025, up 2.1% quarter-over-quarter.
  • 44 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q3 2025 and 18 closed out, a net change of +26 holders.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q3 2025 was Bank of America, an estimated $24M added.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $86.4M sold.

Based on aggregated 13F filings for Q3 2025.