JPMorgan Hedged Equity Laddered Overlay ETF
HELO
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
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
Holding in Top 10
25
Calls
–
Puts
–
Top Buyers
| 1 | +$24M | |
| 2 | +$21.3M | |
| 3 | +$15.9M | |
| 4 |
LPL Financial
San Diego,
California
|
+$15.8M |
| 5 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$14.7M |
Top Sellers
| 1 | -$86.4M | |
| 2 | -$42.8M | |
| 3 | -$37.4M | |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$20.7M |
| 5 |
LWL
Leo Wealth LLC
Hurst,
Texas
|
-$16.8M |