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JPMorgan Hedged Equity Laddered Overlay ETF
HELO

50 hedge funds and large institutions have $145M invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 3

900% more funds holding

Funds holding: 5 → 50 (+45)

437% more capital invested

Capital invested by funds: $27M → $145M (+$118M)

72.02% more ownership

Funds ownership: 0% → 72.02% (+72%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
50
Holders Change
+45
Holders Change %
+900%
% of All Funds
0.73%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
48
Increased
–
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$41.3M
2
CFS
CGC Financial Services
Oregon
+$27.4M
3
PWA
Peterson Wealth Advisors
Utah
+$14.2M
4
PSCM
Per Stirling Capital Management
Texas
+$8.24M
5
PP
Patten & Patten
Tennessee
+$4.3M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$9.97M
2
Jane Street
Jane Street
New York
-$5.03M
3
JP Morgan Chase
JP Morgan Chase
New York
-$4.98M
4
IP
Ignite Planners
California
-$471K
5
AAS
Ameritas Advisory Services
Nebraska
-$352K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
Gradient Investments
Minnesota
$42.7M +$41.3M +806,792 New
CFS
2
CGC Financial Services
Oregon
$28.3M +$27.4M +535,027 New
PWA
3
Peterson Wealth Advisors
Utah
$14.7M +$14.2M +277,265 New
PSCM
4
Per Stirling Capital Management
Texas
$8.51M +$8.24M +160,880 New
Jane Street
5
Jane Street
New York
$5.21M -$5.03M -98,067 -50%
PP
6
Patten & Patten
Tennessee
$4.44M +$4.3M +83,930 New
CSPIA
7
Cary Street Partners Investment Advisory
Virginia
$4.13M +$4M +78,014 New
AA
8
Argent Advisors
Louisiana
$2.65M +$2.57M +50,201 New
AWM
9
AE Wealth Management
Kansas
$2.57M +$2.44M +47,670 New
SPA
10
Shore Point Advisors
New Jersey
$2.21M +$2.14M +41,746 New
Mariner
11
Mariner
Kansas
$2.05M +$1.99M +38,839 New
DWP
12
Daymark Wealth Partners
Ohio
$2.03M +$1.97M +38,461 New
EWM
13
Echo Wealth Management
Minnesota
$1.93M +$1.87M +36,426 New
Osaic Holdings
14
Osaic Holdings
Arizona
$1.85M +$1.79M +34,985 New
TC
15
TownSquare Capital
Utah
$1.84M +$1.78M +34,826 New
VWA
16
Visionary Wealth Advisors
Illinois
$1.81M +$1.76M +34,304 New
HIP
17
HUB Investment Partners
Texas
$1.63M +$1.58M +30,751 New
IP
18
Ignite Planners
California
$1.49M -$471K -9,200 -25%
FA
19
Fiduciary Alliance
South Carolina
$1.49M +$1.44M +28,088 New
OMC
20
Old Mission Capital
Illinois
$1.45M +$1.41M +27,450 New
ICG
21
InterOcean Capital Group
Tennessee
$1.39M +$1.35M +26,364 New
CPA
22
Capital Planning Advisors
California
$1.38M +$1.34M +26,076 New
PF
23
Penney Financial
Texas
$1.08M +$1.04M +20,354 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$952K +$923K +18,012 New
OFS
25
Orrstown Financial Services
Pennsylvania
$875K +$848K +16,550 New
1
2 3

HELO Hedge Fund Activity: Q4 2023 in Review

50 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q4 2023, worth a combined $145M — up 437% from $27M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new HELO positions and 3 closed out — a net gain of 45 holders — while 0 added to existing stakes and 2 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $41.3M. The largest seller was Citadel Advisors, exiting entirely with an estimated $9.97M sold.

  • 50 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q4 2023, up from 5 in Q3 2023.
  • Funds reported $145M of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q4 2023, up 437% quarter-over-quarter.
  • 48 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q4 2023 and 3 closed out, a net change of +45 holders.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q4 2023 was Gradient Investments, an estimated $41.3M added.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q4 2023 was Citadel Advisors, an estimated $9.97M sold.

Based on aggregated 13F filings for Q4 2023.