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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
DC
151
Davenport & Co
Virginia
$1.44M +$431K +6,949 +41%
DC
152
DeDora Capital
California
$1.38M +$283K +4,559 +25%
MAG
153
Mayfair Advisory Group
Alabama
$1.37M +$329K +5,312 +30%
JWBC
154
John W. Brooker & Co
California
$1.3M +$216K +3,483 +19%
SWP
155
Summit Wealth Partners
Florida
$1.28M +$627K +10,115 +89%
PW
156
Paladin Wealth
Minnesota
$1.28M -$675K -10,884 -34%
MWA
157
MN Wealth Advisors
Kansas
$1.27M +$367K +5,919 +38%
MA
158
Mutual Advisors
Nebraska
$1.25M +$1.32M +21,218 New
SNB
159
Security National Bank
Nebraska
$1.21M +$186 +3 +0%
MWM
160
Mascagni Wealth Management
Mississippi
$1.17M – – –
BFC
161
Bedel Financial Consulting
Indiana
$1.16M +$39.3K +634 +3%
WCP
162
Wick Capital Partners
Pennsylvania
$1.14M +$1.18M +19,074 New
WAM
163
WNY Asset Management
New York
$1.13M +$651K +10,493 +125%
SWP
164
Semus Wealth Partners
Florida
$1.1M +$208K +3,347 +22%
MW
165
Members Wealth
Pennsylvania
$1.1M -$410K -6,606 -26%
CGH
166
Crossmark Global Holdings
Texas
$1.09M +$308K +4,965 +37%
LWM
167
Lakeridge Wealth Management
Ohio
$1.04M +$191K +3,087 +21%
SMC
168
Smith, Moore & Co
Missouri
$1.03M -$174K -2,804 -14%
BCG
169
Breakwater Capital Group
New Jersey
$1.03M +$258K +4,166 +32%
P
170
&Partners
Tennessee
$1M +$1.04M +16,800 New
LWMI
171
Legacy Wealth Management (Idaho)
Idaho
$972K -$77.1K -1,244 -7%
IP
172
Integras Partners
Georgia
$960K -$30.7K -495 -3%
I2I
173
Insight 2811 Inc
Illinois
$951K +$481K +7,765 +95%
NCM
174
NCM Capital Management
New Jersey
$916K +$123K +1,982 +15%
PWM
175
Partners Wealth Management
California
$909K +$210K +3,385 +29%
5 6
7
8 9

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.