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QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF

71 hedge funds and large institutions have $57.5M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,050% more call options, than puts

Call options by funds: $123K | Put options by funds: $2K

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $51.2M → $57.5M (+$6.31M)

6% more funds holding

Funds holding: 6771 (+4)

0.01% less ownership

Funds ownership: 6.35%6.34% (-0.01%)

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
23
Reduced
28
Closed
6
Calls
$123K
Puts
$2K
Net Calls
+$121K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$425K +$57.3K +1,412 +17%
IA
27
IFP Advisors
Florida
$419K +$72.4K +1,783 +22%
ECA
28
Elevated Capital Advisors
Utah
$401K -$1.98M -48,862 -84%
1W
29
1776 Wealth
Georgia
$389K -$396K -9,756 -52%
ASN
30
Advisory Services Network
Georgia
$383K +$6.66K +164 +2%
MML Investors Services
31
MML Investors Services
Massachusetts
$353K +$51.1K +1,259 +18%
AWM
32
AE Wealth Management
Kansas
$328K -$159K -3,918 -34%
HNWAG
33
High Net Worth Advisory Group
Florida
$311K -$9.38K -231 -3%
SFC
34
Strategic Financial Concepts
Texas
$305K -$12.2K -300 -4%
AAS
35
Avantax Advisory Services
Texas
$301K -$57.7K -1,422 -17%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$300K -$19.9K -489 -7%
PAG
37
Private Advisor Group
New Jersey
$300K -$8.73K -215 -3%
CWM
38
Collaborative Wealth Management
Florida
$291K
BSW
39
Buckingham Strategic Wealth
Missouri
$287K +$270K +6,654 New
SHWM
40
Silicon Hills Wealth Management
Texas
$280K
WA
41
Waverly Advisors
Alabama
$280K +$264K +6,508 New
BWA
42
BlueSky Wealth Advisors
North Carolina
$269K +$254K +6,250 New
GS
43
GTS Securities
New York
$262K +$247K +6,073 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$257K -$285K -7,027 -54%
CAGAS
45
Capital Advisory Group Advisory Services
Minnesota
$241K +$16.1K +397 +8%
LNC
46
Lincoln National Corp
Pennsylvania
$232K +$218K +5,377 New
CHJWM
47
Carlton Hofferkamp & Jenks Wealth Management
Texas
$221K -$12.2K -300 -6%
CW
48
CreativeOne Wealth
Kansas
$217K -$332K -8,181 -62%
XWM
49
Xcel Wealth Management
Florida
$213K +$201K +4,948 New
CF
50
Centaurus Financial
California
$210K -$8K -197 -4%

QQQH Hedge Fund Activity: Q2 2023 in Review

71 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q2 2023, worth a combined $57.5M — up 12% from $51.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new QQQH positions and 6 closed out — a net gain of 5 holders — while 23 added to existing stakes and 28 trimmed.

The largest buyer was Stifel Financial, adding an estimated $772K. The largest seller was Elevated Capital Advisors, cutting an estimated $1.98M.

  • 71 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q2 2023, up from 67 in Q1 2023.
  • Funds reported $57.5M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 11 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q2 2023 and 6 closed out, a net change of +5 holders.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q2 2023 was Stifel Financial, an estimated $772K added.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q2 2023 was Elevated Capital Advisors, an estimated $1.98M sold.

Based on aggregated 13F filings for Q2 2023.