QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH

Overview Fund Activity

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
Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
0.94%
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

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.16M
2
HVM
2
Harvest Volatility Management
Connecticut
$589K
3
Cerity Partners
3
Cerity Partners
New York
$360K
4
AWM
4
AE Wealth Management
Kansas
$840K
5
AWS
5
Atria Wealth Solutions
New York
$293K

Top Sellers

1
CA
1
Cetera Advisors
Colorado
$0
2
Jane Street
2
Jane Street
New York
$642K
3
OMC
3
Old Mission Capital
Illinois
$414K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.71M
5
LPL Financial
5
LPL Financial
California
$5.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
26
Sovereign Financial Group
Connecticut
$437K -$1.84K -41 -0.4%
OMC
27
Old Mission Capital
Illinois
$414K -$664K -14,811 -62%
ASN
28
Advisory Services Network
Georgia
$413K +$7.71K +172 +2%
Citadel Advisors
29
Citadel Advisors
Florida
$406K -$290K -6,474 -42%
BWA
30
Beam Wealth Advisors
Louisiana
$380K -$31.8K -709 -8%
Cerity Partners
31
Cerity Partners
New York
$360K +$360K +8,046 New
BSW
32
Buckingham Strategic Wealth
Missouri
$329K +$31.4K +700 +11%
CIA
33
Concurrent Investment Advisors
Florida
$317K +$317K +7,066 New
PAG
34
Private Advisor Group
New Jersey
$311K -$5.42K -121 -2%
ECA
35
Elevated Capital Advisors
Utah
$307K -$64K -1,429 -17%
CWM
36
Collaborative Wealth Management
Florida
$303K – – –
APWA
37
Atlas Private Wealth Advisors
New Jersey
$294K -$269K -6,005 -48%
AWS
38
Atria Wealth Solutions
New York
$293K +$293K +6,543 New
WA
39
Waverly Advisors
Alabama
$292K – – –
LNC
40
Lincoln National Corp
Pennsylvania
$284K +$55.1K +1,231 +24%
AAS
41
Avantax Advisory Services
Texas
$278K +$5.65K +126 +2%
Betterment LLC
42
Betterment LLC
New York
$234K +$234K +5,232 New
HNWAG
43
High Net Worth Advisory Group
Florida
$222K -$102K -2,278 -32%
PCIA
44
Prime Capital Investment Advisors
Kansas
$221K +$221K +4,931 New
MWM
45
Meridian Wealth Management
Kentucky
$214K -$66.9K -1,497 -24%
SFC
46
Strategic Financial Concepts
Texas
$210K -$118K -2,628 -36%
MWM
47
Modern Wealth Management
Kansas
$206K +$206K +4,594 New
CF
48
Centaurus Financial
California
$175K -$14K -314 -7%
HI
49
Harbour Investments
Wisconsin
$102K +$1.43K +32 +1%
GWSG
50
GPS Wealth Strategies Group
Colorado
$99K -$11.8K -263 -11%
1
2
3