JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
HEQQ
5 hedge funds and large institutions have $28.9M invested in JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
5% more capital invested
Capital invested by funds: $27.5M → $28.9M (+$1.46M)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
6.33% less ownership
Funds ownership: 102.73% → 96.4% (-6.3%)
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$11M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
+$593K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$6.44K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.35M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$5.35M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$570K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$445K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
JP Morgan Chase
New York
| $22.9M | +$11M | +200,000 | +100% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $4.41M | -$445K | -8,092 | -9% |
|
|
3
Koshinski Asset Management
Decatur,
Illinois
| $1.02M | +$593K | +10,765 | +152% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $625K | -$570K | -10,352 | -49% |
|
|
5
UBS Group
Zurich,
Switzerland
| $6.69K | +$6.44K | +117 | New |
|
|
6
Bank of America
Charlotte,
North Carolina
| – | -$5.35M | -100,000 | Closed |
|
|
7
Morgan Stanley
New York
| – | -$5.35M | -100,000 | Closed |
|
HEQQ Hedge Fund Activity: Q3 2025 in Review
5 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) for Q3 2025, worth a combined $28.9M — up 5.3% from $27.5M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of HEQQ and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was JP Morgan Chase, adding an estimated $11M. The largest seller was Morgan Stanley, exiting entirely with an estimated $5.35M sold.
- 5 institutional investors held JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) as of Q3 2025, down from 6 in Q2 2025.
- Funds reported $28.9M of JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF stock for Q3 2025, up 5.3% quarter-over-quarter.
- 1 fund opened new JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF positions in Q3 2025 and 2 closed out, a net change of -1 holder.
- The largest JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $11M added.
- The largest JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF seller in Q3 2025 was Morgan Stanley, an estimated $5.35M sold.
Based on aggregated 13F filings for Q3 2025.