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 Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $6.07 M.
Top institutional holders include Joel Greenblatt and Jefferies Group.
Institutional sentiment is currently Bullish. This is evidenced by a $443,216.28 net inflow during the quarter.
Recent activity highlights Jefferies Group who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 61.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
Major holders include Joel Greenblatt ($4.24 M), Jefferies Group ($908,417), Renaissance Technologies (RenTech) ($295,328). According to the latest reported data, 4 tracked investment managers collectively hold approximately 89,181 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $443,216.28, 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 $465,200.72.
Yes, 1 managers opened new positions in HELO, and 0 increased their existing holdings. The total reported buy value was $908,417.