HELO Institutional Ownership Changes & 13F Activity
JPMORGAN HEDGED EQUITY ETF (HELO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors and Renaissance Technologies LLC.
Related HELO Institutional Insights
- HELO Institutional Ownership Overview
- HELO Top Institutional Shareholders
- HELO Institutional Buying Activity
- HELO Institutional Selling Activity
- HELO Institutional Ownership Trend
- Institutional Portfolio Overlap & Shared Holdings
- HELO Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2026 | Sequoia Financial Advisors | Sell | -8,411 | 10,405 | $664,984 |
| Q1 2026 | Renaissance Technologies LLC | Sell | -7,279 | 4,621 | $295,328 |
| Q4 2025 | Renaissance Technologies LLC | Sell | -23,820 | 11,900 | $790,517 |
| Q3 2025 | Sequoia Financial Advisors | Buy | 18,816 | 18,816 | $1,223,040 |
| Q3 2025 | Renaissance Technologies LLC | Buy | 220 | 35,720 | $2,321,800 |
| Q2 2025 | Renaissance Technologies LLC | Sell | -6,956 | 35,500 | $2,221,590 |
| Q4 2024 | Renaissance Technologies LLC | Sell | -12,444 | 42,456 | $2,633,970 |
| Q3 2024 | Renaissance Technologies LLC | Buy | 54,900 | 54,900 | $3,356,586 |
Frequently asked questions about HELO activity
Which institutional owners are buying HELO?
Institutional owners buying HELO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HELO activity?
"Buy" means an investor increased their reported position in HELO compared to the prior reporting period. This reflects growing exposure to JPMORGAN HEDGED EQUITY ETF (HELO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HELO increasing?
Institutional interest in HELO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.