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JPMorgan Hedged Equity Laddered Overlay ETF
HELO

273 hedge funds and large institutions have $2.03B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 141 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 12

341% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 32

62% more funds holding in top 10

Funds holding in top 10: 13 → 21 (+8)

44% more capital invested

Capital invested by funds: $1.41B → $2.03B (+$622M)

33% more funds holding

Funds holding: 206 → 273 (+67)

4.61% more ownership

Funds ownership: 86.9% → 91.51% (+4.6%)

Holders
273
Holders Change
+67
Holders Change %
+32.52%
% of All Funds
3.6%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.28%
New
84
Increased
141
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DWM
Dynasty Wealth Management
Florida
+$63.9M
2
JP Morgan Chase
JP Morgan Chase
New York
+$63.4M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$50.6M
4
LPL Financial
LPL Financial
California
+$37.1M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$26.1M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$27.7M
2
TW
Transform Wealth
Colorado
-$11.8M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$9.88M
4
AI
Atria Investments
North Carolina
-$9.57M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$8.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
176
GPS Wealth Strategies Group
Colorado
$671K -$9.22K -148 -1%
NA
177
NewEdge Advisors
Louisiana
$659K +$661K +10,617 New
AA
178
Ancora Advisors
Ohio
$637K +$451K +7,248 +240%
IP
179
Ignite Planners
California
$621K -$2.8K -45 -0.5%
ICP
180
Interchange Capital Partners
Pennsylvania
$617K +$619K +9,947 New
WC
181
Waterloo Capital
Texas
$610K +$161K +2,589 +36%
CAM
182
Cozad Asset Management
Illinois
$595K +$597K +9,592 New
MBTD
183
Mechanics Bank - Trust Department
California
$574K +$576K +9,250 New
TWM
184
Tradition Wealth Management
Minnesota
$569K +$62.5K +1,003 +12%
SA
185
Sanctuary Advisors
Indiana
$566K +$22.2K +356 +4%
SI
186
Stephens Inc
Arkansas
$537K – – –
ESB
187
Essex Savings Bank
Connecticut
$530K +$270K +4,330 +103%
WAM
188
WNY Asset Management
New York
$521K +$523K +8,404 New
FPW
189
Fairvoy Private Wealth
Alabama
$518K +$520K +8,358 New
JF
190
JSF Financial
California
$515K +$313K +5,020 +153%
BOM
191
Bank of Marin
California
$509K -$10.2K -163 -2%
I2I
192
Insight 2811 Inc
Illinois
$507K +$508K +8,165 New
AWM
193
Axxcess Wealth Management
California
$505K +$507K +8,140 New
MCC
194
Money Concepts Capital
Florida
$486K -$543K -8,715 -53%
KWA
195
Kingswood Wealth Advisors
California
$471K +$473K +7,588 New
PIWA
196
Prevail Innovative Wealth Advisors
Kansas
$455K – – –
AWA
197
Arkadios Wealth Advisors
Georgia
$450K -$14.9K -240 -3%
GRP
198
Global Retirement Partners
California
$442K +$263K +4,224 +146%
SFC
199
Sprinkle Financial Consultants
Colorado
$441K +$996 +16 +0.2%
EH
200
Equitable Holdings
New York
$440K +$442K +7,098 New
6 7
8
9 10

HELO Hedge Fund Activity: Q4 2024 in Review

273 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q4 2024, worth a combined $2.03B — up 44% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new HELO positions and 12 closed out — a net gain of 72 holders — while 141 added to existing stakes and 32 trimmed.

The largest buyer was Dynasty Wealth Management, opening a new position worth an estimated $63.9M. The largest seller was Gradient Investments, cutting an estimated $27.7M.

  • 273 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q4 2024, up from 206 in Q3 2024.
  • Funds reported $2.03B of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q4 2024, up 44% quarter-over-quarter.
  • 84 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q4 2024 and 12 closed out, a net change of +72 holders.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q4 2024 was Dynasty Wealth Management, an estimated $63.9M added.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q4 2024 was Gradient Investments, an estimated $27.7M sold.

Based on aggregated 13F filings for Q4 2024.