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HOLA

JPMorgan International Hedged Equity Laddered Overlay ETF

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: 3947 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$15.8M +$262 +5 +0%
SNB
2
Security National Bank
Nebraska
$14.7M +$14.8M +281,899 New
CSP
3
Cary Street Partners
Virginia
$13.8M +$6.56M +125,206 +91%
MFG
4
Merit Financial Group
Georgia
$12.8M -$6.92M -132,173 -35%
FFS
5
Founders Financial Securities
Maryland
$11.2M +$219K +4,183 +2%
Ameriprise
6
Ameriprise
Minnesota
$10.4M +$257K +4,910 +3%
Mariner
7
Mariner
Kansas
$9.8M +$959K +18,324 +11%
VA
8
Valmark Advisers
Ohio
$6.96M -$30.9K -590 -0.4%
LPL Financial
9
LPL Financial
California
$6.65M +$1.13M +21,503 +20%
SIAP
10
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.15M +$872K +16,649 +20%
IWA
11
Independent Wealth Advisors
North Carolina
$4.22M +$4.23M +80,765 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$4.2M +$130K +2,477 +3%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.06M +$2.84M +54,274 +232%
Jane Street
14
Jane Street
New York
$3.87M +$2.62M +49,986 +208%
FFA
15
Farther Finance Advisors
California
$3.7M +$3.71M +70,788 New
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$2.75M +$2.75M +52,561 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.99M +$123K +2,350 +7%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.36M
GVAG
19
Great Valley Advisor Group
Delaware
$1.32M +$587K +11,219 +80%
IPAM
20
Investment Partners Asset Management
New Jersey
$1.23M -$4.66K -89 -0.4%
CSPIA
21
Cary Street Partners Investment Advisory
Virginia
$1.11M +$1.11M +21,233 New
Wells Fargo
22
Wells Fargo
California
$1.07M +$291K +5,559 +37%
KPWS
23
Kestra Private Wealth Services
Texas
$816K +$4.14K +79 +0.5%
TWM
24
Tradition Wealth Management
Minnesota
$627K +$18.4K +352 +3%
AWA
25
Alaska Wealth Advisors
Alaska
$547K +$197K +3,767 +56%

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.