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JPMorgan Hedged Equity Laddered Overlay ETF
HELO

206 hedge funds and large institutions have $1.41B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 116 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 7

582% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 17

102% more capital invested

Capital invested by funds: $697M → $1.41B (+$713M)

44% more funds holding in top 10

Funds holding in top 10: 9 → 13 (+4)

36% more funds holding

Funds holding: 152 → 206 (+54)

0.5% less ownership

Funds ownership: 87.4% → 86.9% (-0.5%)

Holders
206
Holders Change
+54
Holders Change %
+35.53%
% of All Funds
2.96%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.19%
New
63
Increased
116
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$125M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$58M
3
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$36.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$34M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$28.8M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$58.2M
2
PSCM
Per Stirling Capital Management
Texas
-$5.17M
3
OMC
Old Mission Capital
Illinois
-$2.19M
4
CA
Crewe Advisors
Utah
-$1.68M
5
Jane Street
Jane Street
New York
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$147M +$125M +2,110,089 +715%
GI
2
Gradient Investments
Minnesota
$99.6M +$27M +456,050 +39%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$85.2M +$58M +978,827 +236%
CFS
4
CGC Financial Services
Oregon
$63.9M +$906K +15,289 +1%
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$59.1M +$36.2M +611,599 +172%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$53.9M +$15M +253,875 +40%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$46.6M +$34M +574,536 +306%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$39.5M +$18M +303,608 +89%
HighTower Advisors
9
HighTower Advisors
Illinois
$38.8M +$9.92M +167,439 +36%
LPL Financial
10
LPL Financial
California
$36.5M +$25.4M +428,859 +255%
PWA
11
Peterson Wealth Advisors
Utah
$34M +$2.68M +45,261 +9%
UBS Group
12
UBS Group
Switzerland
$33M +$14.2M +240,211 +80%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$32.2M +$28.8M +486,215 +1,191%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$29.3M +$28.4M +478,905 New
CPC
15
Consolidated Planning Corp
Georgia
$25.7M +$2.03M +34,224 +9%
JP Morgan Chase
16
JP Morgan Chase
New York
$21M +$5.32M +89,742 +35%
RJA
17
Raymond James & Associates
Florida
$19.3M +$13.9M +233,895 +285%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$18.9M +$11.3M +190,042 +159%
MML Investors Services
19
MML Investors Services
Massachusetts
$17.5M +$717K +12,100 +4%
SWM
20
SK Wealth Management
Rhode Island
$16.7M +$15.8M +267,064 New
LWL
21
Leo Wealth LLC
Texas
$14.4M +$7.83M +132,082 +127%
PP
22
Patten & Patten
Tennessee
$14.4M +$1.83M +30,885 +15%
CTC
23
Central Trust Company
Missouri
$14.4M +$2.21M +37,360 +19%
PCMC
24
Private Capital Management (Colorado)
Colorado
$13.3M -$487K -8,218 -4%
Mariner
25
Mariner
Kansas
$13.2M +$10.3M +173,642 +406%
1
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HELO Hedge Fund Activity: Q3 2024 in Review

206 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q3 2024, worth a combined $1.41B — up 102% from $697M a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new HELO positions and 7 closed out — a net gain of 56 holders — while 116 added to existing stakes and 17 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $125M. The largest seller was Strategic Financial Concepts, cutting an estimated $58.2M.

  • 206 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q3 2024, up from 152 in Q2 2024.
  • Funds reported $1.41B of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q3 2024, up 102% quarter-over-quarter.
  • 63 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q3 2024 and 7 closed out, a net change of +56 holders.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q3 2024 was Osaic Holdings, an estimated $125M added.
  • The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $58.2M sold.

Based on aggregated 13F filings for Q3 2024.