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QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF

59 hedge funds and large institutions have $51.3M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

0.11% more ownership

Funds ownership: 6.34%6.45% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less capital invested

Capital invested by funds: $57.5M → $51.3M (-$6.18M)

17% less funds holding

Funds holding: 7159 (-12)

36% less call options, than puts

Call options by funds: $101K | Put options by funds: $159K

65% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 17

Holders
59
Holders Change
-12
Holders Change %
-16.9%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
23
Reduced
21
Closed
17
Calls
$101K
Puts
$159K
Net Calls
-$58K
Net Calls Change
-$179K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$452K +$153K +3,608 +47%
IA
27
IFP Advisors
Florida
$429K +$39.4K +929 +10%
SFG
28
Sovereign Financial Group
Connecticut
$395K +$416K +9,804 New
BWA
29
Beam Wealth Advisors
Louisiana
$371K -$32.9K -775 -8%
ASN
30
Advisory Services Network
Georgia
$365K +$7.17K +169 +2%
ECA
31
Elevated Capital Advisors
Utah
$334K -$43.5K -1,026 -11%
SFC
32
Strategic Financial Concepts
Texas
$295K +$10.2K +240 +3%
HNWAG
33
High Net Worth Advisory Group
Florida
$291K +$933 +22 +0.3%
PAG
34
Private Advisor Group
New Jersey
$284K +$6.11K +144 +2%
CWM
35
Collaborative Wealth Management
Florida
$272K
BSW
36
Buckingham Strategic Wealth
Missouri
$268K
WA
37
Waverly Advisors
Alabama
$262K
MWM
38
Meridian Wealth Management
Kentucky
$254K -$355K -8,367 -57%
AAS
39
Avantax Advisory Services
Texas
$245K -$38.2K -900 -13%
SPC
40
Sigma Planning Corp
Michigan
$224K +$37.6K +887 +19%
1W
41
1776 Wealth
Georgia
$222K -$150K -3,534 -39%
CAGAS
42
Capital Advisory Group Advisory Services
Minnesota
$221K -$4.16K -98 -2%
LNC
43
Lincoln National Corp
Pennsylvania
$206K -$11.7K -276 -5%
CF
44
Centaurus Financial
California
$170K -$27K -637 -13%
GWSG
45
GPS Wealth Strategies Group
Colorado
$99.7K
HI
46
Harbour Investments
Wisconsin
$90.8K +$14.6K +345 +18%
HAS
47
HBW Advisory Services
California
$89K +$93.2K +2,198 New
Wells Fargo
48
Wells Fargo
California
$40.3K +$42 +1 +0.1%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$35.8K +$37.7K +889 New
AWM
50
Atticus Wealth Management
Florida
$34.7K +$721 +17 +2%

QQQH Hedge Fund Activity: Q3 2023 in Review

59 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q3 2023, worth a combined $51.3M — down 11% from $57.5M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of QQQH and 6 opened new positions — a net loss of 11 holders — while 21 trimmed existing stakes and 23 added.

The largest buyer was Mariner, opening a new position worth an estimated $1.8M. The largest seller was Morgan Stanley, cutting an estimated $1.63M.

  • 59 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q3 2023, down from 71 in Q2 2023.
  • Funds reported $51.3M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q3 2023, down 11% quarter-over-quarter.
  • 6 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q3 2023 and 17 closed out, a net change of -11 holders.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q3 2023 was Mariner, an estimated $1.8M added.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q3 2023 was Morgan Stanley, an estimated $1.63M sold.

Based on aggregated 13F filings for Q3 2023.