J P MORGAN EXCHANGE TRADED F (HELO): Institutional Ownership
Hedge funds and institutional managers reporting a position in HELO. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
4
13F filers
Aggregate Value
$6.6M
Across holders
Last Price
$67.08
2026-06-26
Sector
GICS
Holder activity1 new0 added1 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 66K | $4.2M | 64.2% | 0.0% | Unchanged | +$0 | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 28K | $1.8M | 27.5% | 0.0% | New | — | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 5K | $295K | 4.5% | 0.0% | Reduced | $-465K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 4K | $257K | 3.9% | 0.0% | Unchanged | +$0 | Q1 2026 |