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HOLA

JPMorgan International Hedged Equity Laddered Overlay ETF

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: 4750 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$16.4M +$501K +9,332 +3%
CSP
2
Cary Street Partners
Virginia
$13.7M -$107K -1,990 -0.8%
SNB
3
Security National Bank
Nebraska
$13.7M -$1.17M -21,884 -8%
Ameriprise
4
Ameriprise
Minnesota
$11.2M +$778K +14,495 +7%
Mariner
5
Mariner
Kansas
$10.9M +$1.06M +19,795 +11%
FFS
6
Founders Financial Securities
Maryland
$10M -$1.52M -28,333 -13%
MFG
7
Merit Financial Group
Georgia
$8.23M -$4.73M -88,200 -36%
LPL Financial
8
LPL Financial
California
$7.61M +$932K +17,368 +14%
VA
9
Valmark Advisers
Ohio
$7.48M +$484K +9,031 +7%
SIAP
10
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.5M +$314K +5,861 +6%
Osaic Holdings
11
Osaic Holdings
Arizona
$4.9M +$834K +15,541 +20%
IWA
12
Independent Wealth Advisors
North Carolina
$4.53M +$289K +5,393 +7%
FFA
13
Farther Finance Advisors
California
$3.58M -$163K -3,034 -4%
Jane Street
14
Jane Street
New York
$2.99M -$926K -17,266 -23%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$2.66M -$110K -2,044 -4%
RPGK
16
Retirement Planning Group (Kansas)
Kansas
$2.53M +$2.58M +48,135 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$2.41M -$1.86M -34,649 -43%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.13M +$124K +2,304 +6%
Wells Fargo
19
Wells Fargo
California
$1.62M +$553K +10,305 +50%
CSPIA
20
Cary Street Partners Investment Advisory
Virginia
$1.46M +$351K +6,539 +31%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.39M +$898K +16,743 +163%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$1.37M -$2.04K -38 -0.1%
IPAM
23
Investment Partners Asset Management
New Jersey
$1.26M +$19.5K +364 +2%
GVAG
24
Great Valley Advisor Group
Delaware
$1.18M -$149K -2,778 -11%
KPWS
25
Kestra Private Wealth Services
Texas
$821K

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.