QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH

Overview Fund Activity

97 hedge funds and large institutions have $164M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-2
Holders Change %
-2.02%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
38
Reduced
29
Closed
19
Calls
$690K
Puts
$327K
Net Calls
+$363K
Net Calls Change
-$430K

Top Buyers

1
HWM
1
HB Wealth Management
Georgia
$19.5M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$12.3M
3
LPL Financial
3
LPL Financial
California
$18.4M
4
OMC
4
Old Mission Capital
Illinois
$1.38M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8.66M

Top Sellers

1
SIG
1
Spinnaker Investment Group
California
$1.57M
2
CP
2
Castleview Partners
Texas
$199K
3
HAS
3
HBW Advisory Services
California
$8.87M
4
Morgan Stanley
4
Morgan Stanley
New York
$9M
5
HH
5
Hilltop Holdings
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SHWM
26
Silicon Hills Wealth Management
Texas
$1.42M -$16.2K -331 -1%
OMC
27
Old Mission Capital
Illinois
$1.38M +$1.38M +28,180 New
Cerity Partners
28
Cerity Partners
New York
$1.31M -$210K -4,279 -14%
GIM
29
Guild Investment Management
California
$1.28M -$70.5K -1,435 -5%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.27M +$43.8K +891 +4%
SCM
31
Southport Capital Management
Tennessee
$1.27M +$103K +2,092 +9%
LCWP
32
Legacy Capital Wealth Partners
Arkansas
$1.15M -$15.8K -321 -1%
BRWM
33
B. Riley Wealth Management
Tennessee
$1.14M +$70.4K +1,433 +7%
CHJWM
34
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1M +$58.4K +1,234 +6%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$990K +$346K +7,049 +54%
FWM
36
Fortress Wealth Management
California
$982K -$130K -2,638 -12%
Citadel Advisors
37
Citadel Advisors
Florida
$959K +$959K +19,535 New
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$886K -$19.9K -405 -2%
APWA
39
Atlas Private Wealth Advisors
New Jersey
$869K +$259K +5,279 +43%
Jane Street
40
Jane Street
New York
$806K +$806K +16,416 New
HVM
41
Harvest Volatility Management
Connecticut
$804K – – –
CW
42
CreativeOne Wealth
Kansas
$779K +$123K +2,507 +19%
AAS
43
Avantax Advisory Services
Texas
$774K -$587K -11,889 -43%
PFS
44
Prospera Financial Services
Texas
$754K -$11K -225 -1%
AWM
45
AE Wealth Management
Kansas
$720K +$271K +5,533 +61%
HA
46
Herold Advisors
New York
$678K -$82.3K -1,676 -11%
HNWAG
47
High Net Worth Advisory Group
Florida
$674K +$417K +8,500 +162%
PAG
48
Private Advisor Group
New Jersey
$628K -$255K -5,192 -29%
BWA
49
Beam Wealth Advisors
Louisiana
$601K +$8.89K +181 +2%
CWA
50
Capital Wealth Alliance
Arizona
$502K +$111K +2,273 +29%
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