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 Q4 2025, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.27 M.
Top institutional holders include Joel Greenblatt and Renaissance Technologies (RenTech).
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $1.31 M net outflow during the quarter.
Recent activity highlights Cliff Asness who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 66.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
Major holders include Joel Greenblatt ($4.41 M), Renaissance Technologies (RenTech) ($790,517), Cliff Asness ($267,514). According to the latest reported data, 3 tracked investment managers collectively hold approximately 82,246 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $1.31 M, with 1 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited HELO. The total reported sell value was $1.58 M.
Yes, 1 managers opened new positions in HELO, and 0 increased their existing holdings. The total reported buy value was $267,514.