QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH

Overview Fund Activity

52 hedge funds and large institutions have $61.5M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 6 reducing their positions, and 7 closing their positions.

Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
26
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HAS
1
HBW Advisory Services
California
$10.7M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.57M
3
DWM
3
Darwin Wealth Management
Florida
$1.63M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.64M
5
LPL Financial
5
LPL Financial
California
$2.71M

Top Sellers

1
SWM
1
Sugarloaf Wealth Management
Georgia
$204K
2
DAS
2
Dynamic Advisor Solutions
Arizona
$633K
3
RJA
3
Raymond James & Associates
Florida
$0
4
HVM
4
Harvest Volatility Management
Connecticut
$0
5
LCWP
5
Legacy Capital Wealth Partners
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KPWS
26
Kestra Private Wealth Services
Texas
$441K 15,655 +4,327 +38%
IA
27
IFP Advisors
Florida
$422K 14,938 +9,438 +172%
PTP
28
Platform Technology Partners
New York
$378K 13,414 +13,414 New
BSW
29
Buckingham Strategic Wealth
Missouri
$362K 12,862 – –
OC
30
Oppenheimer & Co
New York
$355K 12,600 +500 +4%
BAM
31
Belpointe Asset Management
Nevada
$348K 12,372 +23 +0.2%
BRWA
32
B. Riley Wealth Advisors
Florida
$328K 11,652 +2,619 +29%
FAIM
33
Financial Advocates Investment Management
Washington
$307K 10,900 +10,900 New
NFG
34
Next Financial Group
Texas
$306K 10,873 +1,968 +22%
BFG
35
Barber Financial Group
Kansas
$291K 10,323 +10,323 New
IFAM
36
Institutional & Family Asset Management
Colorado
$264K 9,382 -8,212 -47%
Jane Street
37
Jane Street
New York
$258K 9,177 +9,177 New
KeyBank National Association
38
KeyBank National Association
Ohio
$211K 7,500 +7,500 New
William Blair & Company
39
William Blair & Company
Illinois
$208K 7,400 – –
SWM
40
Sugarloaf Wealth Management
Georgia
$204K 7,257 -771,230 -99%
CWA
41
Core Wealth Advisors
Florida
$142K 5,038 +2,574 +104%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$131K 4,689 – –
APA
43
American Portfolios Advisors
New York
$118K 4,180 – –
AF
44
Advisornet Financial
Minnesota
$112K 3,963 +600 +18%
Morgan Stanley
45
Morgan Stanley
New York
$107K 3,800 – –
OIA
46
Optimum Investment Advisors
Illinois
$42K 1,490 +1,490 New
HI
47
Harbour Investments
Wisconsin
$31K 1,115 – –
APWA
48
Atlas Private Wealth Advisors
New Jersey
$31K 1,094 +1,094 New
AWM
49
Avior Wealth Management
Nebraska
$28K 1,030 – –
FFA
50
Founders Financial Alliance
North Carolina
$28K 1,000 +1,000 New
1
2
3