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JPMorgan Hedged Equity Laddered Overlay ETF

324 hedge funds and large institutions have $2.79B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 151 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 22

56% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 97

22% more capital invested

Capital invested by funds: $2.28B → $2.79B (+$507M)

9% more funds holding

Funds holding: 297324 (+27)

2.24% more ownership

Funds ownership: 83.81%86.05% (+2.2%)

24% less funds holding in top 10

Funds holding in top 10: 2922 (-7)

Holders
324
Holders Change
+27
Holders Change %
+9.09%
% of All Funds
4.27%
Holding in Top 10
22
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-24.14%
% of All Funds
0.29%
New
54
Increased
151
Reduced
97
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
201
Farther Finance Advisors
California
$751K -$1.05M -17,472 -59%
FGA
202
Fortis Group Advisors
New Jersey
$750K +$30.2K +501 +4%
AFG
203
Allegheny Financial Group
Pennsylvania
$737K +$711K +11,777 New
GWSG
204
GPS Wealth Strategies Group
Colorado
$731K +$46.8K +775 +7%
GWM
205
Geneos Wealth Management
Colorado
$709K +$683K +11,324 New
Koshinski Asset Management
206
Koshinski Asset Management
Illinois
$698K +$674K +11,160 New
LWM
207
Lionsbridge Wealth Management
Florida
$692K -$3.68M -61,025 -85%
HH
208
Hilltop Holdings
Texas
$686K -$191K -3,170 -22%
FAIM
209
Financial Advocates Investment Management
Washington
$683K -$1.44M -23,803 -69%
SW
210
Simplicity Wealth
New Jersey
$679K +$655K +10,848 New
CAL
211
Capital Analysts LLC
Pennsylvania
$678K +$73K +1,209 +13%
GLA
212
Good Life Advisors
Pennsylvania
$670K +$646K +10,705 New
Thrivent Financial for Lutherans
213
Thrivent Financial for Lutherans
Minnesota
$635K -$6.79M -112,451 -92%
JF
214
JSF Financial
California
$634K +$110K +1,819 +22%
VAM
215
Vienna Asset Management
California
$632K -$972K -16,103 -61%
PCM
216
Pennsylvania Capital Management
Pennsylvania
$629K -$26.2K -434 -4%
Comerica Bank
217
Comerica Bank
Texas
$614K -$163K -2,695 -22%
SA
218
Sanctuary Advisors
Indiana
$610K +$34.5K +572 +6%
FB
219
Fulton Bank
Pennsylvania
$601K +$116K +1,920 +25%
SPIA
220
Steward Partners Investment Advisory
New York
$583K +$370K +6,129 +193%
TWM
221
Tradition Wealth Management
Minnesota
$572K +$29.6K +490 +6%
MWP
222
Madison Wealth Partners
Wisconsin
$553K +$200K +3,315 +60%
ESB
223
Essex Savings Bank
Connecticut
$551K
VA
224
Valmark Advisers
Ohio
$548K +$266K +4,400 +101%
PS
225
Principal Securities
Iowa
$547K +$528K +8,743 New

HELO Hedge Fund Activity: Q2 2025 in Review

324 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q2 2025, worth a combined $2.79B — up 22% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new HELO positions and 22 closed out — a net gain of 32 holders — while 151 added to existing stakes and 97 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $90.4M. The largest seller was N.E.W. Advisory Services, cutting an estimated $20M.

  • 324 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q2 2025, up from 297 in Q1 2025.
  • Funds reported $2.79B of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q2 2025, up 22% quarter-over-quarter.
  • 54 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q2 2025 and 22 closed out, a net change of +32 holders.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q2 2025 was Bank of New York Mellon, an estimated $90.4M added.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q2 2025 was N.E.W. Advisory Services, an estimated $20M sold.

Based on aggregated 13F filings for Q2 2025.