JPMorgan Hedged Equity Laddered Overlay ETF
HELO
386 hedge funds and large institutions have $3.11B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2026 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 188 increasing their positions, 108 reducing their positions, and 28 closing their positions.
74% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 108
50% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 28
3% more funds holding
Funds holding: 376 → 386 (+10)
3% more capital invested
Capital invested by funds: $3.04B → $3.11B (+$77.9M)
1.15% less ownership
Funds ownership: 84.3% → 83.15% (-1.2%)
15% less funds holding in top 10
Funds holding in top 10: 27 → 23 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$45.7M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$43.5M |
| 3 |
GWAG
Garrett Wealth Advisory Group
Weatherford,
Texas
|
+$19.3M |
| 4 |
LPL Financial
San Diego,
California
|
+$17.8M |
| 5 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$20.9M |
| 2 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
-$20.3M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$15.2M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$13.9M |
| 5 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
-$7.15M |
HELO Hedge Fund Activity: Q1 2026 in Review
386 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q1 2026, worth a combined $3.11B — up 2.6% from $3.04B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new HELO positions and 28 closed out — a net gain of 14 holders — while 188 added to existing stakes and 108 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $45.7M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $20.9M.
- 386 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q1 2026, up from 376 in Q4 2025.
- Funds reported $3.11B of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q1 2026, up 2.6% quarter-over-quarter.
- 42 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q1 2026 and 28 closed out, a net change of +14 holders.
- The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $45.7M added.
- The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $20.9M sold.
Based on aggregated 13F filings for Q1 2026.