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HOLA

JPMorgan International Hedged Equity Laddered Overlay ETF
HOLA

47 hedge funds and large institutions have $144M invested in JPMorgan International Hedged Equity Laddered Overlay ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

35% more capital invested

Capital invested by funds: $107M → $144M (+$37.2M)

21% more funds holding

Funds holding: 39 → 47 (+8)

13.27% more ownership

Funds ownership: 43.71% → 56.98% (+13%)

Holders
47
Holders Change
+8
Holders Change %
+20.51%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
22
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SNB
Security National Bank
Nebraska
+$14.8M
2
CSP
Cary Street Partners
Virginia
+$6.56M
3
FFA
Farther Finance Advisors
California
+$3.71M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.84M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$2.75M

Top Sellers

Rank Fund Capital Flow
1
MFG
Merit Financial Group
Georgia
-$6.92M
2
SG
StoneX Group
New York
-$1.82M
3
UBS Group
UBS Group
Switzerland
-$256K
4
TWM
TCFG Wealth Management
California
-$239K
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$204K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$538K +$539K +10,294 New
Raymond James Financial
27
Raymond James Financial
Florida
$439K +$440K +8,404 New
Creative Planning
28
Creative Planning
Kansas
$411K -$6.02K -115 -1%
Stifel Financial
29
Stifel Financial
Missouri
$300K +$31.8K +607 +12%
MML Investors Services
30
MML Investors Services
Massachusetts
$277K +$278K +5,309 New
BMCM
31
Bryn Mawr Capital Management
Pennsylvania
$264K +$576 +11 +0.2%
SWA
32
Strategic Wealth Advisors
Arizona
$263K +$265K +5,052 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$262K +$17.1K +326 +7%
CAL
34
Capital Analysts LLC
Pennsylvania
$247K +$55.7K +1,064 +29%
APCM
35
Alaska Permanent Capital Management
Alaska
$240K +$7.02K +134 +3%
FIT
36
Financially in Tune
Massachusetts
$234K +$234K +4,472 New
UCFA
37
United Capital Financial Advisors
Texas
$228K +$227K +4,339 New
FPAS
38
Focus Partners Advisor Solutions
Missouri
$202K – – –
KAS
39
Kestra Advisory Services
Texas
$120K +$121K +2,306 New
UCB
40
United Community Bank
South Carolina
$113K – – –
IA
41
IFP Advisors
Florida
$77.4K +$2.25K +43 +3%
UBS Group
42
UBS Group
Switzerland
$14.6K -$256K -4,882 -95%
Morgan Stanley
43
Morgan Stanley
New York
$14.1K -$1.83K -35 -12%
FHA
44
Flagship Harbor Advisors
Massachusetts
$12.1K +$12.1K +231 New
LAMC
45
Longview Asset Management (California)
California
$11.8K -$17.2K -329 -59%
RIA
46
Realta Investment Advisors
Delaware
$7.63K – – –
WTC
47
WhitTier Trust Company
Nevada
$4.01K – – –
SG
48
StoneX Group
New York
– -$1.82M -35,282 Closed
TWM
49
TCFG Wealth Management
California
– -$239K -4,623 Closed
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
– -$204K -3,949 Closed
1
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HOLA Hedge Fund Activity: Q4 2025 in Review

47 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) for Q4 2025, worth a combined $144M — up 35% from $107M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new HOLA positions and 5 closed out — a net gain of 8 holders — while 22 added to existing stakes and 7 trimmed.

The largest buyer was Security National Bank, opening a new position worth an estimated $14.8M. The largest seller was Merit Financial Group, cutting an estimated $6.92M.

  • 47 institutional investors held JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) as of Q4 2025, up from 39 in Q3 2025.
  • Funds reported $144M of JPMorgan International Hedged Equity Laddered Overlay ETF stock for Q4 2025, up 35% quarter-over-quarter.
  • 13 funds opened new JPMorgan International Hedged Equity Laddered Overlay ETF positions in Q4 2025 and 5 closed out, a net change of +8 holders.
  • The largest JPMorgan International Hedged Equity Laddered Overlay ETF buyer in Q4 2025 was Security National Bank, an estimated $14.8M added.
  • The largest JPMorgan International Hedged Equity Laddered Overlay ETF seller in Q4 2025 was Merit Financial Group, an estimated $6.92M sold.

Based on aggregated 13F filings for Q4 2025.