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JPMorgan Hedged Equity Laddered Overlay ETF
HELO

152 hedge funds and large institutions have $697M invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 72 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 8

713% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 8

125% more funds holding in top 10

Funds holding in top 10: 4 → 9 (+5)

116% more capital invested

Capital invested by funds: $323M → $697M (+$374M)

54% more funds holding

Funds holding: 99 → 152 (+53)

11.47% more ownership

Funds ownership: 75.93% → 87.4% (+11%)

Holders
152
Holders Change
+53
Holders Change %
+53.54%
% of All Funds
2.2%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
65
Increased
72
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFC
Strategic Financial Concepts
Texas
+$56.3M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$35.2M
3
CFS
CGC Financial Services
Oregon
+$27.1M
4
GI
Gradient Investments
Minnesota
+$22M
5
CPC
Consolidated Planning Corp
Georgia
+$21.9M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.78M
2
Jane Street
Jane Street
New York
-$4.09M
3
AC
Avestar Capital
New York
-$1.99M
4
CW
CreativeOne Wealth
Kansas
-$1.52M
5
GS
GTS Securities
New York
-$583K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
Gradient Investments
Minnesota
$68.7M +$22M +389,405 +50%
CFS
2
CGC Financial Services
Oregon
$60.3M +$27.1M +478,565 +87%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$36.7M +$35.2M +622,152 +12,257%
PWA
4
Peterson Wealth Advisors
Utah
$29.9M +$2.47M +43,551 +9%
HighTower Advisors
5
HighTower Advisors
Illinois
$27.4M +$21.7M +382,699 +448%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$24.3M +$16.4M +289,914 +233%
CPC
7
Consolidated Planning Corp
Georgia
$22.6M +$21.9M +386,002 New
FMWA
8
Forvis Mazars Wealth Advisors
Missouri
$20.8M +$20.1M +355,586 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$20M -$4.78M -84,432 -20%
UBS Group
10
UBS Group
Switzerland
$17.5M +$16.8M +297,148 +17,900%
Osaic Holdings
11
Osaic Holdings
Arizona
$17.3M +$9.02M +159,392 +117%
MML Investors Services
12
MML Investors Services
Massachusetts
$16.1M +$15.6M +274,717 New
JP Morgan Chase
13
JP Morgan Chase
New York
$14.8M +$1.49M +26,269 +12%
PCMC
14
Private Capital Management (Colorado)
Colorado
$13.2M +$12.7M +225,144 New
PP
15
Patten & Patten
Tennessee
$12M +$2.12M +37,495 +22%
CTC
16
Central Trust Company
Missouri
$11.6M +$440K +7,781 +4%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$11M +$4.94M +87,191 +86%
RWA
18
Redhawk Wealth Advisors
Minnesota
$10.5M +$10.2M +180,087 New
PSCM
19
Per Stirling Capital Management
Texas
$10.4M +$43.2K +764 +0.4%
SWM
20
Sugarloaf Wealth Management
Georgia
$10.4M +$547K +9,659 +6%
DWP
21
Daymark Wealth Partners
Ohio
$10.2M +$666K +11,759 +7%
LPL Financial
22
LPL Financial
California
$9.85M +$9.53M +168,277 New
PJWM
23
Philip James Wealth Mangement
Georgia
$9.27M +$6.33M +111,789 +240%
ACA
24
Aspire Capital Advisors
Washington
$8.14M +$436K +7,709 +6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$7.4M +$4.59M +81,172 +180%
1
2 3 4 5

HELO Hedge Fund Activity: Q2 2024 in Review

152 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q2 2024, worth a combined $697M — up 116% from $323M a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new HELO positions and 8 closed out — a net gain of 57 holders — while 72 added to existing stakes and 8 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $56.3M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $4.78M.

  • 152 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q2 2024, up from 99 in Q1 2024.
  • Funds reported $697M of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q2 2024, up 116% quarter-over-quarter.
  • 65 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q2 2024 and 8 closed out, a net change of +57 holders.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $56.3M added.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q2 2024 was Cambridge Investment Research Advisors, an estimated $4.78M sold.

Based on aggregated 13F filings for Q2 2024.