JPMorgan Hedged Equity Laddered Overlay ETF
HELO
152 hedge funds and large institutions have $697M invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 72 increasing their positions, 8 reducing their positions, and 8 closing their positions.
800% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 8
713% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 8
125% more funds holding in top 10
Funds holding in top 10: 4 → 9 (+5)
116% more capital invested
Capital invested by funds: $323M → $697M (+$374M)
54% more funds holding
Funds holding: 99 → 152 (+53)
11.47% more ownership
Funds ownership: 75.93% → 87.4% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$56.3M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$35.2M |
| 3 |
CFS
CGC Financial Services
Lake Oswego,
Oregon
|
+$27.1M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$22M |
| 5 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
+$21.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$4.78M |
| 2 |
Jane Street
New York
|
-$4.09M |
| 3 |
AC
Avestar Capital
New York
|
-$1.99M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$1.52M |
| 5 |
GS
GTS Securities
New York
|
-$583K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Fidelity Investments
Boston,
Massachusetts
| $59 | -$3.91K | -69 | -99% |
|
|
AF
152
Allworth Financial
Folsom,
California
| $59 | – | – | – |
|
|
AC
153
Avestar Capital
New York
| – | -$1.99M | -35,560 | Closed |
|
|
GS
154
GTS Securities
New York
| – | -$583K | -10,423 | Closed |
|
|
LNC
155
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$320K | -5,721 | Closed |
|
156
Citadel Advisors
Miami,
Florida
| – | -$249K | -4,442 | Closed |
|
|
AAS
157
Avantax Advisory Services
Dallas,
Texas
| – | -$214K | -3,815 | Closed |
|
|
CA
158
CoreCap Advisors
Southfield,
Michigan
| – | -$21K | -375 | Closed |
|
159
Bank of America
Charlotte,
North Carolina
| – | -$10.4K | -185 | Closed |
|
|
PCMC
160
Planning Capital Management Corporation
Paoli,
Pennsylvania
| – | -$3.64K | -65 | Closed |
|
HELO Hedge Fund Activity: Q2 2024 in Review
152 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q2 2024, worth a combined $697M — up 116% from $323M a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new HELO positions and 8 closed out — a net gain of 57 holders — while 72 added to existing stakes and 8 trimmed.
The largest buyer was Strategic Financial Concepts, adding an estimated $56.3M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $4.78M.
- 152 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q2 2024, up from 99 in Q1 2024.
- Funds reported $697M of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q2 2024, up 116% quarter-over-quarter.
- 65 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q2 2024 and 8 closed out, a net change of +57 holders.
- The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $56.3M added.
- The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q2 2024 was Cambridge Investment Research Advisors, an estimated $4.78M sold.
Based on aggregated 13F filings for Q2 2024.