JPMorgan Hedged Equity Laddered Overlay ETF
HELO
324 hedge funds and large institutions have $2.79B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 151 increasing their positions, 97 reducing their positions, and 22 closing their positions.
145% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 22
56% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 97
22% more capital invested
Capital invested by funds: $2.28B → $2.79B (+$507M)
9% more funds holding
Funds holding: 297 → 324 (+27)
2.24% more ownership
Funds ownership: 83.81% → 86.05% (+2.2%)
24% less funds holding in top 10
Funds holding in top 10: 29 → 22 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$90.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$81.7M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$52.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$26.2M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$24.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
-$20M |
| 2 |
VPP
Vertex Planning Partners
Downers Grove,
Illinois
|
-$15.1M |
| 3 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
-$13.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$12.5M |
| 5 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
-$9.97M |
HELO Hedge Fund Activity: Q2 2025 in Review
324 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q2 2025, worth a combined $2.79B — up 22% from $2.28B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new HELO positions and 22 closed out — a net gain of 32 holders — while 151 added to existing stakes and 97 trimmed.
The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $90.4M. The largest seller was N.E.W. Advisory Services, cutting an estimated $20M.
- 324 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q2 2025, up from 297 in Q1 2025.
- Funds reported $2.79B of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q2 2025, up 22% quarter-over-quarter.
- 54 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q2 2025 and 22 closed out, a net change of +32 holders.
- The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q2 2025 was Bank of New York Mellon, an estimated $90.4M added.
- The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q2 2025 was N.E.W. Advisory Services, an estimated $20M sold.
Based on aggregated 13F filings for Q2 2025.