JPMorgan Hedged Equity Laddered Overlay ETFHELO
HELO
$58.58
1.03%
Market Cap: $1.41B
0
Funds holding %
of 6,686 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
750% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 8
392% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 12
133% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 7 (+4) [Q2]
118% more capital invested
Capital invested by funds: $311M [Q1] → $678M (+$368M) [Q2]
49% more funds holding
Funds holding: 95 [Q1] → 142 (+47) [Q2]
12.23% more ownership
Funds ownership: 73.06% [Q1] → 85.3% (+12.23%) [Q2]
Research analyst outlook
We haven’t received any recent analyst ratings for HELO.