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QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF

73 hedge funds and large institutions have $60.2M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,200% more call options, than puts

Call options by funds: $690K | Put options by funds: $30K

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

6% more funds holding

Funds holding: 6973 (+4)

0.72% less ownership

Funds ownership: 7.2%6.49% (-0.72%)

24% less capital invested

Capital invested by funds: $79M → $60.2M (-$18.8M)

59% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 37

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
15
Reduced
37
Closed
8
Calls
$690K
Puts
$30K
Net Calls
+$660K
Net Calls Change
+$390K
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$588K -$30.4K -796 -5%
CW
27
CreativeOne Wealth
Kansas
$526K -$170K -4,460 -24%
FDCDDQ
28
Federation des caisses Desjardins du Quebec
Quebec, Canada
$488K -$108K -2,838 -18%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$479K -$24.8K -651 -5%
APWA
30
Atlas Private Wealth Advisors
New Jersey
$463K -$182K -4,773 -28%
BWA
31
Beam Wealth Advisors
Louisiana
$442K -$60.9K -1,597 -12%
AWM
32
AE Wealth Management
Kansas
$408K -$51.5K -1,350 -11%
AAS
33
Avantax Advisory Services
Texas
$382K -$60.7K -1,593 -13%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$373K +$61.5K +1,612 +19%
SPC
35
Sigma Planning Corp
Michigan
$338K +$11.3K +295 +3%
SHWM
36
Silicon Hills Wealth Management
Texas
$325K -$81.7K -2,143 -20%
HAS
37
HBW Advisory Services
California
$318K -$491K -12,876 -60%
ASN
38
Advisory Services Network
Georgia
$317K +$6.06K +159 +2%
CHJWM
39
Carlton Hofferkamp & Jenks Wealth Management
Texas
$299K -$564K -14,795 -65%
HNWAG
40
High Net Worth Advisory Group
Florida
$289K -$309K -8,112 -51%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$280K -$60.4K -1,585 -17%
CWM
42
Collaborative Wealth Management
Florida
$279K +$287K +7,533 New
MML Investors Services
43
MML Investors Services
Massachusetts
$277K -$2.9K -76 -1%
PAG
44
Private Advisor Group
New Jersey
$243K -$163K -4,276 -38%
SG
45
StoneX Group
New York
$219K +$9.69K +254 +4%
CF
46
Centaurus Financial
California
$205K -$2.82K -74 -1%
MCC
47
Money Concepts Capital
Florida
$203K +$209K +5,485 New
LNC
48
Lincoln National Corp
Pennsylvania
$186K -$48.8K -1,279 -20%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$94K
UBS Group
50
UBS Group
Switzerland
$86.4K +$88.9K +2,331 +58,275%

QQQH Hedge Fund Activity: Q4 2022 in Review

73 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q4 2022, worth a combined $60.2M — down 24% from $79M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new QQQH positions and 8 closed out — a net gain of 5 holders — while 15 added to existing stakes and 37 trimmed.

The largest buyer was Collaborative Wealth Management, opening a new position worth an estimated $287K. The largest seller was LPL Financial, cutting an estimated $2.34M.

  • 73 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q4 2022, up from 69 in Q3 2022.
  • Funds reported $60.2M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q4 2022, down 24% quarter-over-quarter.
  • 13 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q4 2022 and 8 closed out, a net change of +5 holders.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q4 2022 was Collaborative Wealth Management, an estimated $287K added.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q4 2022 was LPL Financial, an estimated $2.34M sold.

Based on aggregated 13F filings for Q4 2022.