JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
HEQQ
7 hedge funds and large institutions have $30.1M invested in JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
4% more capital invested
Capital invested by funds: $28.9M → $30.1M (+$1.22M)
2.44% less ownership
Funds ownership: 96.4% → 93.96% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPC
Congress Park Capital
Saratoga Springs,
New York
|
+$1.19M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$739K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
+$426K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$206K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$10.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.96M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
JP Morgan Chase
New York
| $23.3M | – | – | – |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $2.54M | -$1.96M | -33,748 | -44% |
|
|
3
Koshinski Asset Management
Decatur,
Illinois
| $1.47M | +$426K | +7,350 | +41% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $1.38M | +$739K | +12,761 | +117% |
|
|
CPC
5
Congress Park Capital
Saratoga Springs,
New York
| $1.2M | +$1.19M | +20,585 | New |
|
|
NA
6
NewEdge Advisors
New Orleans,
Louisiana
| $207K | +$206K | +3,553 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $17.5K | +$10.6K | +183 | +156% |
|
HEQQ Hedge Fund Activity: Q4 2025 in Review
7 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) for Q4 2025, worth a combined $30.1M — up 4.2% from $28.9M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new HEQQ positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Congress Park Capital, opening a new position worth an estimated $1.19M. The largest seller was Susquehanna International Group, cutting an estimated $1.96M.
- 7 institutional investors held JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ) as of Q4 2025, up from 5 in Q3 2025.
- Funds reported $30.1M of JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF stock for Q4 2025, up 4.2% quarter-over-quarter.
- 2 funds opened new JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF positions in Q4 2025 and 0 closed out, a net change of +2 holders.
- The largest JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF buyer in Q4 2025 was Congress Park Capital, an estimated $1.19M added.
- The largest JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF seller in Q4 2025 was Susquehanna International Group, an estimated $1.96M sold.
Based on aggregated 13F filings for Q4 2025.