JPMorgan Hedged Equity Laddered Overlay ETF
HELO
376 hedge funds and large institutions have $3.04B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 163 increasing their positions, 118 reducing their positions, and 22 closing their positions.
177% more first-time investments, than exits
New positions opened: 61 | 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 → 376 (+32)
8% more funds holding in top 10
Funds holding in top 10: 25 → 27 (+2)
7% more capital invested
Capital invested by funds: $2.85B → $3.04B (+$186M)
2.01% more ownership
Funds ownership: 82.29% → 84.3% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
HELO Hedge Fund Activity: Q4 2025 in Review
376 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q4 2025, worth a combined $3.04B — up 6.5% from $2.85B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new HELO positions and 22 closed out — a net gain of 39 holders — while 163 added to existing stakes and 118 trimmed.
The largest buyer was LPL Financial, adding an estimated $36.1M. The largest seller was Osaic Holdings, cutting an estimated $59.8M.
- 376 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q4 2025, up from 344 in Q3 2025.
- Funds reported $3.04B of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q4 2025, up 6.5% quarter-over-quarter.
- 61 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q4 2025 and 22 closed out, a net change of +39 holders.
- The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q4 2025 was LPL Financial, an estimated $36.1M added.
- The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q4 2025 was Osaic Holdings, an estimated $59.8M sold.
Based on aggregated 13F filings for Q4 2025.