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QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH

47 hedge funds and large institutions have $58.6M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

81% more capital invested

Capital invested by funds: $32.4M → $58.6M (+$26.2M)

38% more funds holding

Funds holding: 34 → 47 (+13)

4.73% more ownership

Funds ownership: 10.34% → 15.06% (+4.7%)

Holders
47
Holders Change
+13
Holders Change %
+38.24%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
21
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWM
Sugarloaf Wealth Management
Georgia
+$21.4M
2
ECA
Elevated Capital Advisors
Utah
+$4.89M
3
DAS
Dynamic Advisor Solutions
Arizona
+$3.57M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.54M
5
AWM
Apollon Wealth Management
South Carolina
+$2.46M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$566K
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$259K
3
PAG
Private Advisor Group
New Jersey
-$234K
4
HVM
Harvest Volatility Management
Connecticut
-$153K
5
CA
Cetera Advisors
Colorado
-$116K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$398K +$407K +7,415 New
AAS
27
Avantax Advisory Services
Texas
$372K +$380K +6,913 New
BSW
28
Buckingham Strategic Wealth
Missouri
$345K – – –
DWM
29
Darwin Wealth Management
Florida
$343K +$351K +6,395 New
BAM
30
Belpointe Asset Management
Nevada
$331K +$167K +3,045 +97%
OC
31
Oppenheimer & Co
New York
$325K -$27.5K -500 -8%
CW
32
CreativeOne Wealth
Kansas
$317K +$325K +5,908 New
KPWS
33
Kestra Private Wealth Services
Texas
$304K -$33.4K -608 -10%
PAG
34
Private Advisor Group
New Jersey
$277K -$234K -4,263 -45%
SFS
35
Sowell Financial Services
Arkansas
$247K -$25.1K -457 -9%
BRWA
36
B. Riley Wealth Advisors
Florida
$243K +$248K +4,517 New
NFG
37
Next Financial Group
Texas
$239K +$93.9K +1,710 +62%
William Blair & Company
38
William Blair & Company
Illinois
$198K +$102K +1,850 +100%
IA
39
IFP Advisors
Florida
$149K +$151K +2,750 New
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$125K +$90.1K +1,640 +233%
APA
41
American Portfolios Advisors
New York
$112K +$12.4K +225 +12%
Morgan Stanley
42
Morgan Stanley
New York
$102K +$104K +1,900 New
AF
43
Advisornet Financial
Minnesota
$90K -$1.81K -33 -2%
CWAF
44
Core Wealth Advisors (Florida)
Florida
$66K +$67.7K +1,232 New
HI
45
Harbour Investments
Wisconsin
$30K +$30.7K +558 New
AWM
46
Avior Wealth Management
Nebraska
$27K +$28.3K +515 New
SWM
47
Sugarloaf Wealth Management
Georgia
$192 +$21.4M +389,244 New
Jane Street
48
Jane Street
New York
– -$566K -10,285 Closed
1
2

QQQH Hedge Fund Activity: Q1 2021 in Review

47 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q1 2021, worth a combined $58.6M — up 81% from $32.4M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new QQQH positions and 1 closed out — a net gain of 14 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was Sugarloaf Wealth Management, opening a new position worth an estimated $21.4M. The largest seller was Jane Street, exiting entirely with an estimated $566K sold.

  • 47 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q1 2021, up from 34 in Q4 2020.
  • Funds reported $58.6M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q1 2021, up 81% quarter-over-quarter.
  • 15 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q1 2021 and 1 closed out, a net change of +14 holders.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q1 2021 was Sugarloaf Wealth Management, an estimated $21.4M added.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q1 2021 was Jane Street, an estimated $566K sold.

Based on aggregated 13F filings for Q1 2021.