QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH

Overview Fund Activity

67 hedge funds and large institutions have $51.2M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 33 reducing their positions, and 19 closing their positions.

Holders
67
Holders Change
-6
Holders Change %
-8.22%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
16
Reduced
33
Closed
19
Calls
$92K
Puts
$2K
Net Calls
+$90K
Net Calls Change
-$570K

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$643K
2
Stifel Financial
2
Stifel Financial
Missouri
$3.73M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.78M
4
CA
4
Clearstead Advisors
Ohio
$520K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.59M

Top Sellers

1
ECA
1
Elevated Capital Advisors
Utah
$2.29M
2
DWM
2
Darwin Wealth Management
Florida
$0
3
IA
3
IFP Advisors
Florida
$399K
4
LCWP
4
Legacy Capital Wealth Partners
Arkansas
$0
5
LPL Financial
5
LPL Financial
California
$7.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$510K +$1.26K +32 +0.2%
FDCDDQ
27
Federation des caisses Desjardins du Quebec
Quebec, Canada
$467K -$51.1K -1,300 -10%
AWM
28
AE Wealth Management
Kansas
$453K +$19.5K +496 +4%
BWA
29
Beam Wealth Advisors
Louisiana
$423K -$46.8K -1,190 -10%
IA
30
IFP Advisors
Florida
$399K -$988K -19,651 -71%
APWA
31
Atlas Private Wealth Advisors
New Jersey
$350K -$142K -3,609 -29%
ASN
32
Advisory Services Network
Georgia
$343K +$6.37K +162 +2%
Citadel Advisors
33
Citadel Advisors
Florida
$332K +$332K +8,458 New
AAS
34
Avantax Advisory Services
Texas
$331K -$75.3K -1,915 -19%
GFG
35
Goldstone Financial Group
Illinois
$330K +$330K +8,408 New
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$293K -$4.8K -122 -2%
HNWAG
37
High Net Worth Advisory Group
Florida
$292K -$14.7K -375 -5%
SFC
38
Strategic Financial Concepts
Texas
$290K +$290K +7,383 New
PAG
39
Private Advisor Group
New Jersey
$280K – – –
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$275K -$121K -3,086 -31%
MML Investors Services
41
MML Investors Services
Massachusetts
$272K -$21.5K -548 -7%
CWM
42
Collaborative Wealth Management
Florida
$266K -$30.5K -777 -10%
SHWM
43
Silicon Hills Wealth Management
Texas
$256K -$90K -2,289 -26%
CHJWM
44
Carlton Hofferkamp & Jenks Wealth Management
Texas
$216K -$96.9K -2,438 -31%
SPC
45
Sigma Planning Corp
Michigan
$214K -$145K -3,686 -40%
CAGAS
46
Capital Advisory Group Advisory Services
Minnesota
$204K +$204K +5,194 New
CF
47
Centaurus Financial
California
$199K -$19.1K -486 -9%
AAS
48
Ameritas Advisory Services
Nebraska
$100K +$100K +2,557 New
GWSG
49
GPS Wealth Strategies Group
Colorado
$97.2K +$97.2K +2,473 New
AWM
50
Accel Wealth Management
Iowa
$82.4K -$8.57K -218 -9%
1
2
3 4