Guru Ownership Trend
Guru Analysis for JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
JPMorgan Hedged Equity Laddered Overlay ETF (HELO), a key player in the Market sector, continues to attract institutional attention.
As of Q3 2025, a total of 2 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $6.83 M.
Top institutional holders include Joel Greenblatt and Renaissance Technologies.
Institutional sentiment is currently Bullish. This is evidenced by a $14,300 net inflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 0.6%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.02% | 66,319 | $4.31 M | Q3 2025 | ||
| 0.00% | Add 0.6% | 35,720 | $2.32 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
Major holders include Joel Greenblatt ($4.31 M), Renaissance Technologies ($2.32 M). According to the latest reported data, 2 tracked investment managers collectively hold approximately 102,039 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $14,300, with 1 managers increasing positions and 0 managers reducing holdings.
No tracked managers reduced or fully exited their positions in HELO during the most recent reporting period.
Yes, 0 managers opened new positions in HELO, and 1 increased their existing holdings. The total reported buy value was $14,300.