JPMorgan Hedged Equity Laddered Overlay ETF
HELO
HELO
295 hedge funds and large institutions have $2.28B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 176 increasing their positions, 51 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
8% more funds holding
Funds holding: 273 → 295 (+22)
7.99% less ownership
Funds ownership: 91.51% → 83.52% (-8%)
Holders
295
Holding in Top 10
29
Calls
–
Puts
–
Top Buyers
| 1 | +$80.2M | |
| 2 | +$45.7M | |
| 3 | +$42M | |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$32.7M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$30.9M |
Top Sellers
| 1 | -$57.1M | |
| 2 | -$56.5M | |
| 3 | -$24M | |
| 4 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
-$23.3M |
| 5 |
LWL
Leo Wealth LLC
Hurst,
Texas
|
-$15.7M |
