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HOLA

JPMorgan International Hedged Equity Laddered Overlay ETF
HOLA

39 hedge funds and large institutions have $107M invested in JPMorgan International Hedged Equity Laddered Overlay ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

43.71% more ownership

Funds ownership: 0% → 43.71% (+44%)

Holders
39
Holders Change
+39
Holders Change %
–
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFG
Merit Financial Group
Georgia
+$19.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$15.3M
3
FFS
Founders Financial Securities
Maryland
+$10.6M
4
Ameriprise
Ameriprise
Minnesota
+$9.84M
5
Mariner
Mariner
Kansas
+$8.57M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1
Merit Financial Group
Georgia
$19.4M +$19.1M +376,862 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$15.6M +$15.3M +301,832 New
FFS
3
Founders Financial Securities
Maryland
$10.8M +$10.6M +209,929 New
Ameriprise
4
Ameriprise
Minnesota
$10.1M +$9.84M +194,366 New
Mariner
5
Mariner
Kansas
$8.73M +$8.57M +169,267 New
CSP
6
Cary Street Partners
Virginia
$7.12M +$6.99M +138,016 New
VA
7
Valmark Advisers
Ohio
$6.9M +$6.77M +133,769 New
LPL Financial
8
LPL Financial
California
$5.46M +$5.36M +105,820 New
SIAP
9
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.23M +$4.15M +82,028 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$4.02M +$3.94M +77,927 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.84M +$1.81M +35,772 New
SG
12
StoneX Group
New York
$1.82M +$1.79M +35,282 New
Baird Financial Group
13
Baird Financial Group
Wisconsin
$1.34M +$1.32M +25,997 New
Jane Street
14
Jane Street
New York
$1.24M +$1.22M +24,061 New
IPAM
15
Investment Partners Asset Management
New Jersey
$1.22M +$1.19M +23,597 New
Osaic Holdings
16
Osaic Holdings
Arizona
$1.2M +$1.18M +23,408 New
KPWS
17
Kestra Private Wealth Services
Texas
$801K +$786K +15,536 New
Wells Fargo
18
Wells Fargo
California
$772K +$758K +14,974 New
GVAG
19
Great Valley Advisor Group
Delaware
$724K +$710K +14,034 New
TWM
20
Tradition Wealth Management
Minnesota
$601K +$589K +11,645 New
Creative Planning
21
Creative Planning
Kansas
$412K +$404K +7,991 New
AWA
22
Alaska Wealth Advisors
Alaska
$346K +$340K +6,711 New
UBS Group
23
UBS Group
Switzerland
$266K +$261K +5,161 New
Stifel Financial
24
Stifel Financial
Missouri
$265K +$260K +5,137 New
BMCM
25
Bryn Mawr Capital Management
Pennsylvania
$260K +$255K +5,046 New
1
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HOLA Hedge Fund Activity: Q3 2025 in Review

39 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) for Q3 2025, worth a combined $107M.

Buyers outnumbered sellers: 39 funds opened new HOLA positions and 0 closed out — a net gain of 39 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $19.1M.

  • 39 institutional investors held JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) as of Q3 2025, up from 0 in Q2 2025.
  • Funds reported $107M of JPMorgan International Hedged Equity Laddered Overlay ETF stock for Q3 2025.
  • 39 funds opened new JPMorgan International Hedged Equity Laddered Overlay ETF positions in Q3 2025 and 0 closed out, a net change of +39 holders.
  • The largest JPMorgan International Hedged Equity Laddered Overlay ETF buyer in Q3 2025 was Merit Financial Group, an estimated $19.1M added.

Based on aggregated 13F filings for Q3 2025.