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HOLA

JPMorgan International Hedged Equity Laddered Overlay ETF
HOLA

50 hedge funds and large institutions have $147M invested in JPMorgan International Hedged Equity Laddered Overlay ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

6% more funds holding

Funds holding: 47 → 50 (+3)

2% more capital invested

Capital invested by funds: $144M → $147M (+$2.3M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3.45% less ownership

Funds ownership: 56.98% → 53.53% (-3.4%)

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
18
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RPGK
Retirement Planning Group (Kansas)
Kansas
+$2.58M
2
Mariner
Mariner
Kansas
+$1.06M
3
LPL Financial
LPL Financial
California
+$932K
4
JP Morgan Chase
JP Morgan Chase
New York
+$898K
5
Osaic Holdings
Osaic Holdings
Arizona
+$834K

Top Sellers

Rank Fund Capital Flow
1
MFG
Merit Financial Group
Georgia
-$4.73M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.86M
3
FFS
Founders Financial Securities
Maryland
-$1.52M
4
SNB
Security National Bank
Nebraska
-$1.17M
5
Jane Street
Jane Street
New York
-$926K
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$635K +$196K +3,662 +44%
TWM
27
Tradition Wealth Management
Minnesota
$631K – – –
AWA
28
Alaska Wealth Advisors
Alaska
$551K – – –
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$455K +$195K +3,644 +73%
Citadel Advisors
30
Citadel Advisors
Florida
$449K +$458K +8,544 New
Creative Planning
31
Creative Planning
Kansas
$391K -$24.1K -450 -6%
Stifel Financial
32
Stifel Financial
Missouri
$334K +$32.9K +614 +11%
CAL
33
Capital Analysts LLC
Pennsylvania
$316K +$68.6K +1,279 +27%
SWP
34
Stratos Wealth Partners
Ohio
$301K +$307K +5,731 New
TIA
35
TCFG Investment Advisors
California
$278K +$282K +5,263 New
TWM
36
TCFG Wealth Management
California
$278K +$282K +5,263 New
SWA
37
Strategic Wealth Advisors
Arizona
$265K – – –
MML Investors Services
38
MML Investors Services
Massachusetts
$264K -$16K -299 -6%
SB
39
Strategic Blueprint
Georgia
$253K +$258K +4,813 New
APCM
40
Alaska Permanent Capital Management
Alaska
$241K – – –
FIT
41
Financially in Tune
Massachusetts
$235K – – –
UCFA
42
United Capital Financial Advisors
Texas
$228K – – –
OWA
43
Oak Wealth Advisors
Illinois
$226K +$231K +4,299 New
EH
44
Equitable Holdings
New York
$222K +$226K +4,219 New
FPAS
45
Focus Partners Advisor Solutions
Missouri
$203K – – –
UCB
46
United Community Bank
South Carolina
$114K – – –
IA
47
IFP Advisors
Florida
$78K – – –
Morgan Stanley
48
Morgan Stanley
New York
$46.4K +$32.9K +613 +228%
LAMC
49
Longview Asset Management (California)
California
$11.9K – – –
RIA
50
Realta Investment Advisors
Delaware
$7.68K – – –
1
2
3

HOLA Hedge Fund Activity: Q1 2026 in Review

50 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) for Q1 2026, worth a combined $147M — up 1.6% from $144M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HOLA positions and 5 closed out — a net gain of 3 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was Retirement Planning Group (Kansas), opening a new position worth an estimated $2.58M. The largest seller was Merit Financial Group, cutting an estimated $4.73M.

  • 50 institutional investors held JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) as of Q1 2026, up from 47 in Q4 2025.
  • Funds reported $147M of JPMorgan International Hedged Equity Laddered Overlay ETF stock for Q1 2026, up 1.6% quarter-over-quarter.
  • 8 funds opened new JPMorgan International Hedged Equity Laddered Overlay ETF positions in Q1 2026 and 5 closed out, a net change of +3 holders.
  • The largest JPMorgan International Hedged Equity Laddered Overlay ETF buyer in Q1 2026 was Retirement Planning Group (Kansas), an estimated $2.58M added.
  • The largest JPMorgan International Hedged Equity Laddered Overlay ETF seller in Q1 2026 was Merit Financial Group, an estimated $4.73M sold.

Based on aggregated 13F filings for Q1 2026.