Loading...
Loading...
Among the 3 tracked institutional investors we monitor, HELO (J P MORGAN EXCHANGE TRADED F) is held with a combined value of $2.38M across 37,230 shares. The largest holder is CITADEL ADVISORS LLC with a position worth $1.81M (0.00% of their portfolio). CITADEL ADVISORS LLC opened a new position in the most recent quarter. 1 fund increased its holdings. 1 fund reduced its position.
Total Institutional Value
$2.38M
Total Shares Held
37,230
Institutional Holders
3
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $1.81M | 0.00% | New |
| 2 | RENAISSANCE TECHNOLOGIES LLC | $295.33K | 0.00% | -61.2% |
| 3 | FMR LLC | $269.19K | 0.00% | +1437.2% |
As of the latest SEC 13F filings, CITADEL ADVISORS LLC is the largest institutional holder of HELO with a position worth $1.81M, representing 0.00% of their portfolio. In total, 3 institutional investors hold HELO with a combined value of $2.38M.
In the most recent quarter, 1 fund opened a new position in HELO. Additionally, 1 increased their holdings and 1 reduced their positions.
Institutional investors hold $2.38M worth of HELO stock across 3 positions. The largest institutional holder is CITADEL ADVISORS LLC with $1.81M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For HELO, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their HELO positions.