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QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF

64 hedge funds and large institutions have $56.8M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $51.3M → $56.8M (+$5.44M)

8% more funds holding

Funds holding: 5964 (+5)

0.43% more ownership

Funds ownership: 6.45%6.88% (+0.43%)

52% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 31

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
15
Reduced
31
Closed
7
Calls
$83K
Puts
Net Calls
+$83K
Net Calls Change
+$141K
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
26
Sovereign Financial Group
Connecticut
$437K -$1.74K -41 -0.4%
OMC
27
Old Mission Capital
Illinois
$414K -$627K -14,811 -62%
ASN
28
Advisory Services Network
Georgia
$413K +$7.29K +172 +2%
Citadel Advisors
29
Citadel Advisors
Florida
$406K -$274K -6,474 -42%
BWA
30
Beam Wealth Advisors
Louisiana
$380K -$30K -709 -8%
Cerity Partners
31
Cerity Partners
New York
$360K +$341K +8,046 New
BSW
32
Buckingham Strategic Wealth
Missouri
$329K +$29.6K +700 +11%
CIA
33
Concurrent Investment Advisors
Florida
$317K +$299K +7,066 New
PAG
34
Private Advisor Group
New Jersey
$311K -$5.13K -121 -2%
ECA
35
Elevated Capital Advisors
Utah
$307K -$60.5K -1,429 -17%
CWM
36
Collaborative Wealth Management
Florida
$303K
APWA
37
Atlas Private Wealth Advisors
New Jersey
$294K -$254K -6,005 -48%
AWS
38
Atria Wealth Solutions
New York
$293K +$277K +6,543 New
WA
39
Waverly Advisors
Alabama
$292K
LNC
40
Lincoln National Corp
Pennsylvania
$284K +$52.1K +1,231 +24%
AAS
41
Avantax Advisory Services
Texas
$278K +$5.34K +126 +2%
Betterment LLC
42
Betterment LLC
New York
$234K +$222K +5,232 New
HNWAG
43
High Net Worth Advisory Group
Florida
$222K -$96.5K -2,278 -32%
PCIA
44
Prime Capital Investment Advisors
Kansas
$221K +$209K +4,931 New
MWM
45
Meridian Wealth Management
Kentucky
$214K -$63.4K -1,497 -24%
SFC
46
Strategic Financial Concepts
Texas
$210K -$111K -2,628 -36%
MWM
47
Modern Wealth Management
Kansas
$206K +$195K +4,594 New
CF
48
Centaurus Financial
California
$175K -$13.3K -314 -7%
HI
49
Harbour Investments
Wisconsin
$102K +$1.35K +32 +1%
GWSG
50
GPS Wealth Strategies Group
Colorado
$99K -$11.1K -263 -11%

QQQH Hedge Fund Activity: Q4 2023 in Review

64 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q4 2023, worth a combined $56.8M — up 11% from $51.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new QQQH positions and 7 closed out — a net gain of 5 holders — while 15 added to existing stakes and 31 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $3.02M. The largest seller was Cetera Advisors, exiting entirely with an estimated $1.47M sold.

  • 64 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q4 2023, up from 59 in Q3 2023.
  • Funds reported $56.8M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 12 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q4 2023 and 7 closed out, a net change of +5 holders.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $3.02M added.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q4 2023 was Cetera Advisors, an estimated $1.47M sold.

Based on aggregated 13F filings for Q4 2023.