Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (HELO)

390 + Investors. Track Smart Money conviction in HELO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
11Q ▲
Buyers last Q
55%

Smart Money Signals — HELO

Based on 391 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added HELO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
391 hedge funds hold HELO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+73 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

209 buying174 selling
Last quarter: 209 funds bought or added vs 174 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~42 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 46 → 61 → 44 → 42. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 26% long-term, 26% new

■ 26% conviction (2yr+) ■ 48% medium ■ 26% new
Of the 391 current holders: 103 (26%) held >2 years, 186 held 1–2 years, and 102 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

57 → 46 → 61 → 44 → 42 new funds/Q
New funds entering each quarter: 46 → 61 → 44 → 42. HELO is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 18% veterans, 39% new entrants

■ 18% veterans ■ 43% 1-2yr ■ 39% new
Of 391 current holders: 71 (18%) held 2+ years, 169 held 1–2 years, 151 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
18 of 391 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HELO

In 2026 Q2, 209 hedge funds were net buyers of HELO (42 opened a new position, 167 added to an existing one), while 174 reduced or exited (141 trimmed, 33 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 30% of total institutional value in HELO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 391.

Hedge Fund Ownership: HELO

How many hedge funds hold HELO — quarterly history vs. share price
Quarterly hedge fund ownership of HELO vs. share price

Market Analysis: HELO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HELO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy J P Morgan Exchange Traded F (HELO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HELO has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 82d ago
HELO
+2.1%
SPY
+2.3%

HELO outperformed SPY by -0.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
HELO
-1.7%
SPY
-1.6%

Since the filing became public, HELO outperformed SPY by -0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 13 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: HELO
390 + Investors

Track Smart Money conviction in HELO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 390 382 2.09%
13F Shares 46M 48M -3.5%
Total Value $3.07B $3.00B 2.46%
New Positions 41 44 -3
Increased Positions 167 187 -20
Closed Positions 33 33 -
Reduced Positions 141 104 +37
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HELO

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Institutional Holders (2026 Q2)

390 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HELO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HELO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Taylor Securities Services, Inc. 16.63% 605,044 $40.9M
2 Campbell Deegan Wealth Management, LLC 13.27% 277,002 $18.7M
3 CGC Financial Services, LLC 10.11% 664,952 $44.9M
4 Longview Financial Advisors LLC 9.65% 288,873 $19.5M
5 Prairieview Wealth Partners, LLC 6.20% 122,837 $8.3M
6 Peterson Wealth Advisors, LLC 5.85% 732,936 $49.5M
7 HTG Investment Advisors, Inc. 4.63% 267,027 $18.0M
8 Joseph Group Capital Management 4.37% 307,601 $20.8M
9 Carr Financial Group Corp 4.10% 263,768 $17.8M
10 Forvis Mazars Wealth Advisors, LLC 3.75% 3,326,812 $224.8M
11 Oak Wealth Advisors LLC 3.67% 113,336 $7.7M
12 McLaughlin Asset Management, Inc. 3.49% 7,743 $523K
13 Owl Creek Wealth Partners LLC 3.44% 173,970 $11.8M
14 Garrett Wealth Advisory Group, LLC 3.20% 308,308 $20.8M
15 Sprinkle Financial Consultants LLC 3.19% 120,333 $8.1M
16 Smallwood Wealth Investment Management, LLC 3.15% 106,768 $7.2M
17 Compass Financial Services Inc 2.77% 109,761 $7.4M
18 Aspire Capital Advisors LLC 2.70% 205,341 $13.9M
19 Bluedoor Private Wealth, LLC 2.68% 94,221 $6.4M
20 Renasant Bank 2.66% 61,260 $4.1M
21 Lifelong Wealth Advisors, INC. 2.38% 149,775 $10.1M
22 Paladin Advisory Group, LLC 2.37% 52,877 $3.6M
23 Sincerus Advisory, LLC 2.07% 45,099 $3.0M
24 Planned Solutions, Inc. 2.06% 106,587 $7.2M
25 Echo Wealth Management, LLC 2.01% 58,315 $3.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — J P Morgan Exchange Traded F (HELO)

What does the Smart Money Trend signal show for HELO?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added HELO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HELO?

Slight buying edge — 55% buying: Last quarter: 209 funds bought or added vs 174 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HELO holders?

Strong quality — 30% AUM from major funds: 18 of 391 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held HELO?

Mixed — 26% long-term, 26% new: Of the 391 current holders: 103 (26%) held >2 years, 186 held 1–2 years, and 102 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy J P Morgan Exchange Traded F (HELO) following the 2026 Q2 hedge fund 13F filings?

As of today, HELO has moved -1.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (June 30, 2026), HELO has gained +2.1% vs +2.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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