QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH

Overview Fund Activity

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.

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

1
ECA
1
Elevated Capital Advisors
Utah
$7.31M
2
DAS
2
Dynamic Advisor Solutions
Arizona
$3.48M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.51M
4
AWM
4
Apollon Wealth Management
South Carolina
$2.4M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$5.15M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.09M
3
PAG
3
Private Advisor Group
New Jersey
$277K
4
HVM
4
Harvest Volatility Management
Connecticut
$878K
5
CA
5
Cetera Advisors
Colorado
$737K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$398K +$398K +7,415 New
AAS
27
Avantax Advisory Services
Texas
$372K +$372K +6,913 New
BSW
28
Buckingham Strategic Wealth
Missouri
$345K – – –
DWM
29
Darwin Wealth Management
Florida
$343K +$343K +6,395 New
BAM
30
Belpointe Asset Management
Nevada
$331K +$163K +3,045 +97%
OC
31
Oppenheimer & Co
New York
$325K -$26.9K -500 -8%
CW
32
CreativeOne Wealth
Kansas
$317K +$317K +5,908 New
KPWS
33
Kestra Private Wealth Services
Texas
$304K -$32.6K -608 -10%
PAG
34
Private Advisor Group
New Jersey
$277K -$229K -4,263 -45%
SFS
35
Sowell Financial Services
Arkansas
$247K -$24.8K -457 -9%
BRWA
36
B. Riley Wealth Advisors
Florida
$243K +$243K +4,517 New
NFG
37
Next Financial Group
Texas
$239K +$91.8K +1,710 +62%
William Blair & Company
38
William Blair & Company
Illinois
$198K +$99K +1,850 +100%
IA
39
IFP Advisors
Florida
$149K +$149K +2,750 New
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$125K +$87.4K +1,640 +233%
APA
41
American Portfolios Advisors
New York
$112K +$12.1K +225 +12%
Morgan Stanley
42
Morgan Stanley
New York
$102K +$102K +1,900 New
AF
43
Advisornet Financial
Minnesota
$90K -$1.77K -33 -2%
CWA
44
Core Wealth Advisors
Florida
$66K +$66K +1,232 New
HI
45
Harbour Investments
Wisconsin
$30K +$30K +558 New
AWM
46
Avior Wealth Management
Nebraska
$27K +$27K +515 New
SWM
47
Sugarloaf Wealth Management
Georgia
$192 +$192 +389,244 New
Jane Street
48
Jane Street
New York
– -$566K -10,285 Closed
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