NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
34 hedge funds and large institutions have $32.4M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
48% more funds holding
Funds holding: 23 → 34 (+11)
24% more capital invested
Capital invested by funds: $26.3M → $32.4M (+$6.18M)
0.4% more ownership
Funds ownership: 9.93% → 10.34% (+0.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$2.16M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.24M |
| 3 |
Cerity Partners
New York
|
+$1.21M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$963K |
| 5 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
+$605K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$7.63M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$110K |
| 3 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
-$93.7K |
| 4 |
PTP
Platform Technology Partners
New York
|
-$53.6K |
| 5 |
Morgan Stanley
New York
|
-$52K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HH
26
Hilltop Holdings
Dallas,
Texas
| $227K | +$221K | +4,133 | New |
|
27
LPL Financial
San Diego,
California
| $202K | +$197K | +3,678 | New |
|
|
BAM
28
Belpointe Asset Management
Reno,
Nevada
| $172K | -$7.63M | -142,378 | -98% |
|
|
NFG
29
Next Financial Group
Houston,
Texas
| $151K | +$23.2K | +433 | +19% |
|
|
APA
30
American Portfolios Advisors
Holbrook,
New York
| $103K | +$12.7K | +237 | +15% |
|
31
William Blair & Company
Chicago,
Illinois
| $102K | +$99.1K | +1,850 | New |
|
|
AF
32
Advisornet Financial
Minnetonka,
Minnesota
| $94K | -$17.3K | -323 | -16% |
|
33
Rockefeller Capital Management
New York
| $38K | +$37.8K | +705 | New |
|
34
Royal Bank of Canada
Toronto,
Ontario, Canada
| $28K | – | – | – |
|
|
35
Morgan Stanley
New York
| – | -$52K | -1,000 | Closed |
|
36
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$29K | -558 | Closed |
|
37
UBS Group
Zurich,
Switzerland
| – | -$2K | -37 | Closed |
|
QQQH Hedge Fund Activity: Q4 2020 in Review
34 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q4 2020, worth a combined $32.4M — up 24% from $26.3M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new QQQH positions and 3 closed out — a net gain of 11 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was HBW Advisory Services, adding an estimated $2.16M. The largest seller was Belpointe Asset Management, cutting an estimated $7.63M.
- 34 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q4 2020, up from 23 in Q3 2020.
- Funds reported $32.4M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q4 2020, up 24% quarter-over-quarter.
- 14 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q4 2020 and 3 closed out, a net change of +11 holders.
- The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q4 2020 was HBW Advisory Services, an estimated $2.16M added.
- The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q4 2020 was Belpointe Asset Management, an estimated $7.63M sold.
Based on aggregated 13F filings for Q4 2020.