QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH

Overview Fund Activity

73 hedge funds and large institutions have $111M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 31 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+21
Holders Change %
+40.38%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
29
Increased
31
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$10.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.17M
3
HAS
HBW Advisory Services
California
$13.5M
4
WA
Wealthstar Advisors
Texas
$3.05M
5
Renaissance Technologies
Renaissance Technologies
New York
$2.58M

Top Sellers

1
WAP
Wealthcare Advisory Partners
Pennsylvania
$0
2
DAS
Dynamic Advisor Solutions
Arizona
$0
3
OMC
Old Mission Capital
Illinois
$0
4
BSW
Buckingham Strategic Wealth
Missouri
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$1.01M +$255K +4,652 +34%
CHJWM
27
Carlton Hofferkamp & Jenks Wealth Management
Texas
$967K +$101K +1,748 +12%
PFS
28
Prospera Financial Services
Texas
$947K -$27.5K -500 -3%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$927K +$927K +16,884 New
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$910K -$77.5K -1,412 -8%
IA
31
IFP Advisors
Florida
$909K +$499K +9,100 +122%
HA
32
Herold Advisors
New York
$884K +$884K +16,105 New
NFG
33
Next Financial Group
Texas
$787K +$488K +8,894 +164%
GIM
34
Guild Investment Management
California
$714K +$714K +13,000 New
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$692K +$563K +10,259 +437%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$664K +$664K +12,089 New
CW
37
CreativeOne Wealth
Kansas
$661K -$18.4K -335 -3%
BWA
38
Beam Wealth Advisors
Louisiana
$644K +$644K +11,725 New
IFAM
39
Institutional & Family Asset Management
Colorado
$484K +$226K +4,120 +88%
KPWS
40
Kestra Private Wealth Services
Texas
$476K +$45.8K +834 +11%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$432K – – –
FFA
42
Founders Financial Alliance
North Carolina
$388K +$361K +6,562 +1,312%
CAGAS
43
Capital Advisory Group Advisory Services
Minnesota
$375K +$375K +6,827 New
PTP
44
Platform Technology Partners
New York
$351K -$17.7K -322 -5%
AWM
45
AE Wealth Management
Kansas
$341K +$341K +6,206 New
BRWA
46
B. Riley Wealth Advisors
Florida
$338K +$17.6K +320 +5%
CWA
47
Capital Wealth Alliance
Arizona
$337K +$337K +6,117 New
FAIM
48
Financial Advocates Investment Management
Washington
$322K +$22.5K +409 +8%
OC
49
Oppenheimer & Co
New York
$319K -$27.5K -500 -8%
BFG
50
Barber Financial Group
Kansas
$289K +$5.87K +107 +2%
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