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QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF

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

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

210% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 10

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more capital invested

Capital invested by funds: $61.5M → $111M (+$49.2M)

40% more funds holding

Funds holding: 5273 (+21)

0.36% more ownership

Funds ownership: 7.94%8.29% (+0.36%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
WS
26
Wedbush Securities
California
$1.01M +$264K +4,652 +34%
CHJWM
27
Carlton Hofferkamp & Jenks Wealth Management
Texas
$967K +$99.4K +1,748 +12%
PFS
28
Prospera Financial Services
Texas
$947K -$28.4K -500 -3%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$927K +$960K +16,884 New
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$910K -$80.3K -1,412 -8%
IA
31
IFP Advisors
Florida
$909K +$517K +9,100 +122%
HA
32
Herold Advisors
New York
$884K +$916K +16,105 New
NFG
33
Next Financial Group
Texas
$787K +$506K +8,894 +164%
GIM
34
Guild Investment Management
California
$714K +$739K +13,000 New
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$692K +$583K +10,259 +437%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$664K +$687K +12,089 New
CW
37
CreativeOne Wealth
Kansas
$661K -$19K -335 -3%
BWA
38
Beam Wealth Advisors
Louisiana
$644K +$667K +11,725 New
IFAM
39
Institutional & Family Asset Management
Colorado
$484K +$234K +4,120 +88%
KPWS
40
Kestra Private Wealth Services
Texas
$476K +$47.4K +834 +11%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$432K
FFA
42
Founders Financial Alliance
North Carolina
$388K +$373K +6,562 +1,312%
CAGAS
43
Capital Advisory Group Advisory Services
Minnesota
$375K +$388K +6,827 New
PTP
44
Platform Technology Partners
New York
$351K -$18.3K -322 -5%
AWM
45
AE Wealth Management
Kansas
$341K +$353K +6,206 New
BRWA
46
B. Riley Wealth Advisors
Florida
$338K +$18.2K +320 +5%
CWA
47
Capital Wealth Alliance
Arizona
$337K +$348K +6,117 New
FAIM
48
Financial Advocates Investment Management
Washington
$322K +$23.3K +409 +8%
OC
49
Oppenheimer & Co
New York
$319K -$28.4K -500 -8%
BFG
50
Barber Financial Group
Kansas
$289K +$6.08K +107 +2%

QQQH Hedge Fund Activity: Q3 2021 in Review

73 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q3 2021, worth a combined $111M — up 80% from $61.5M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new QQQH positions and 8 closed out — a net gain of 21 holders — while 31 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.46M. The largest seller was Wealthcare Advisory Partners, exiting entirely with an estimated $703K sold.

  • 73 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q3 2021, up from 52 in Q2 2021.
  • Funds reported $111M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q3 2021, up 80% quarter-over-quarter.
  • 29 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q3 2021 and 8 closed out, a net change of +21 holders.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q3 2021 was LPL Financial, an estimated $8.46M added.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q3 2021 was Wealthcare Advisory Partners, an estimated $703K sold.

Based on aggregated 13F filings for Q3 2021.