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JPMorgan Hedged Equity Laddered Overlay ETF
HELO

5 hedge funds and large institutions have $27M invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
+5
Holders Change %
–
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$9.97M
2
Jane Street
Jane Street
New York
+$9.79M
3
JP Morgan Chase
JP Morgan Chase
New York
+$4.98M
4
IP
Ignite Planners
California
+$1.87M
5
AAS
Ameritas Advisory Services
Nebraska
+$349K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$9.97M +$9.97M +199,982 New
Jane Street
2
Jane Street
New York
$9.8M +$9.79M +196,527 New
JP Morgan Chase
3
JP Morgan Chase
New York
$4.98M +$4.98M +100,000 New
IP
4
Ignite Planners
California
$1.86M +$1.87M +37,456 New
AAS
5
Ameritas Advisory Services
Nebraska
$352K +$349K +7,000 New

HELO Hedge Fund Activity: Q3 2023 in Review

5 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q3 2023, worth a combined $27M.

Buyers outnumbered sellers: 5 funds opened new HELO positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $9.97M.

  • 5 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q3 2023, up from 0 in Q2 2023.
  • Funds reported $27M of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q3 2023.
  • 5 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q3 2023 and 0 closed out, a net change of +5 holders.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q3 2023 was Citadel Advisors, an estimated $9.97M added.

Based on aggregated 13F filings for Q3 2023.