JPMorgan Hedged Equity Laddered Overlay ETF
HELO
389 hedge funds and large institutions have $3.14B invested in JPMorgan Hedged Equity Laddered Overlay ETF in 2026 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 169 increasing their positions, 142 reducing their positions, and 25 closing their positions.
48% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 25
19% more repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 142
1% more funds holding
Funds holding: 385 → 389 (+4)
1% more capital invested
Capital invested by funds: $3.11B → $3.14B (+$28.6M)
2.76% less ownership
Funds ownership: 83% → 80.25% (-2.8%)
9% less funds holding in top 10
Funds holding in top 10: 23 → 21 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$29.1M |
| 2 |
JGCM
Joseph Group Capital Management
Columbus,
Ohio
|
+$20.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$16.5M |
| 4 |
SFG
SNS Financial Group
Minneapolis,
Minnesota
|
+$12.5M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
-$57.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$56.2M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$51.7M |
| 4 |
CFS
CGC Financial Services
Lake Oswego,
Oregon
|
-$28.5M |
| 5 |
Mariner
Overland Park,
Kansas
|
-$21M |
HELO Hedge Fund Activity: Q2 2026 in Review
389 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Hedged Equity Laddered Overlay ETF (HELO) for Q2 2026, worth a combined $3.14B — up 0.92% from $3.11B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new HELO positions and 25 closed out — a net gain of 12 holders — while 169 added to existing stakes and 142 trimmed.
The largest buyer was Forvis Mazars Wealth Advisors, adding an estimated $29.1M. The largest seller was Legacy Financial Group (Iowa), cutting an estimated $57.4M.
- 389 institutional investors held JPMorgan Hedged Equity Laddered Overlay ETF (HELO) as of Q2 2026, up from 385 in Q1 2026.
- Funds reported $3.14B of JPMorgan Hedged Equity Laddered Overlay ETF stock for Q2 2026, up 0.92% quarter-over-quarter.
- 37 funds opened new JPMorgan Hedged Equity Laddered Overlay ETF positions in Q2 2026 and 25 closed out, a net change of +12 holders.
- The largest JPMorgan Hedged Equity Laddered Overlay ETF buyer in Q2 2026 was Forvis Mazars Wealth Advisors, an estimated $29.1M added.
- The largest JPMorgan Hedged Equity Laddered Overlay ETF seller in Q2 2026 was Legacy Financial Group (Iowa), an estimated $57.4M sold.
Based on aggregated 13F filings for Q2 2026.