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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$2.58M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$1.06M |
| 3 |
LPL Financial
San Diego,
California
|
+$932K |
| 4 |
JP Morgan Chase
New York
|
+$898K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$834K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$4.73M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.86M |
| 3 |
FFS
Founders Financial Securities
Towson,
Maryland
|
-$1.52M |
| 4 |
SNB
Security National Bank
Omaha,
Nebraska
|
-$1.17M |
| 5 |
Jane Street
New York
|
-$926K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BMCM
51
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| – | -$264K | -5,057 | Closed |
|
|
KAS
52
Kestra Advisory Services
Austin,
Texas
| – | -$120K | -2,306 | Closed |
|
53
UBS Group
Zurich,
Switzerland
| – | -$14.6K | -279 | Closed |
|
|
FHA
54
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$12.1K | -231 | Closed |
|
|
WTC
55
WhitTier Trust Company
Reno,
Nevada
| – | -$4.01K | -75 | Closed |
|
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.