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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SNB
Security National Bank
Omaha,
Nebraska
|
+$14.8M |
| 2 |
CSP
Cary Street Partners
Richmond,
Virginia
|
+$6.56M |
| 3 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$3.71M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.84M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$2.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$6.92M |
| 2 |
SG
StoneX Group
New York
|
-$1.82M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$256K |
| 4 |
TWM
TCFG Wealth Management
Laguna Niguel,
California
|
-$239K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
-$204K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MSWA
51
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| – | -$81.7K | -1,584 | Closed |
|
52
Fidelity Investments
Boston,
Massachusetts
| – | -$1.06K | -21 | Closed |
|
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.