We are live on
!
Find out more
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
HELO
375 hedge funds and large institutions have $3.03B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 163 increasing their positions, 118 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
173% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 22
38% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 118
9% more funds holding
Funds holding: 344 → 375 (+31)
8% more funds holding in top 10
Funds holding in top 10: 25 → 27 (+2)
6% more capital invested
Capital invested by funds: $2.85B → $3.03B (+$181M)
1.89% more ownership
Funds ownership: 82.29% → 84.18% (+1.9%)
Holders
375
Holders Change
+31
Holders Change %
+9.01%
% of All Funds
4.56%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.33%
New
60
Increased
163
Reduced
118
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$36.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$26.8M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$24M |
| 4 |
Bank of New York Mellon
New York
|
+$18.3M |
| 5 |
LWL
Leo Wealth LLC
Hurst,
Texas
|
+$16.9M |
Top Sellers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$59.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$58.6M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$37.3M |
| 4 |
LC
Legacy CG
Plano,
Texas
|
-$16.2M |
| 5 |
SWM
SK Wealth Management
Providence,
Rhode Island
|
-$8.23M |
