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QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF

66 hedge funds and large institutions have $62.3M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $56.8M → $62.3M (+$5.53M)

3% more funds holding

Funds holding: 6466 (+2)

1.12% more ownership

Funds ownership: 6.88%8% (+1.1%)

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
17
Reduced
26
Closed
9
Calls
$59K
Puts
Net Calls
+$59K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
26
Federation des caisses Desjardins du Quebec
Quebec, Canada
$505K -$60K -1,298 -11%
ASN
27
Advisory Services Network
Georgia
$420K -$15.1K -327 -4%
BWA
28
Beam Wealth Advisors
Louisiana
$408K +$7.16K +155 +2%
SFG
29
Sovereign Financial Group
Connecticut
$395K -$64.5K -1,395 -14%
AWS
30
Atria Wealth Solutions
New York
$392K +$81.3K +1,760 +27%
OMC
31
Old Mission Capital
Illinois
$349K -$85.3K -1,847 -20%
BSW
32
Buckingham Strategic Wealth
Missouri
$347K
CIA
33
Concurrent Investment Advisors
Florida
$334K +$139 +3 +0%
ECA
34
Elevated Capital Advisors
Utah
$321K -$2.17K -47 -0.7%
CWM
35
Collaborative Wealth Management
Florida
$319K
WA
36
Waverly Advisors
Alabama
$307K
PAG
37
Private Advisor Group
New Jersey
$300K -$26.7K -578 -8%
LNC
38
Lincoln National Corp
Pennsylvania
$286K -$12.4K -269 -4%
AAS
39
Avantax Advisory Services
Texas
$277K -$16.5K -357 -6%
SFC
40
Strategic Financial Concepts
Texas
$276K +$53.6K +1,160 +25%
PCIA
41
Prime Capital Investment Advisors
Kansas
$261K +$27.7K +600 +12%
SPC
42
Sigma Planning Corp
Michigan
$258K +$253K +5,467 New
Prudential Financial
43
Prudential Financial
New Jersey
$252K +$247K +5,342 New
Morgan Stanley
44
Morgan Stanley
New York
$243K -$426K -9,212 -64%
HNWAG
45
High Net Worth Advisory Group
Florida
$234K
MWM
46
Modern Wealth Management
Kansas
$218K +$1.2K +26 +0.6%
CA
47
CoreCap Advisors
Michigan
$215K +$210K +4,550 New
SAF
48
Smith Anglin Financial
Texas
$213K +$208K +4,503 New
WS
49
Wedbush Securities
California
$212K +$207K +4,484 New
CF
50
Centaurus Financial
California
$185K

QQQH Hedge Fund Activity: Q1 2024 in Review

66 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q1 2024, worth a combined $62.3M — up 9.7% from $56.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new QQQH positions and 9 closed out — a net gain of 2 holders — while 17 added to existing stakes and 26 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.96M. The largest seller was LPL Financial, cutting an estimated $1.03M.

  • 66 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q1 2024, up from 64 in Q4 2023.
  • Funds reported $62.3M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q1 2024, up 9.7% quarter-over-quarter.
  • 11 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q1 2024 and 9 closed out, a net change of +2 holders.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $2.96M added.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q1 2024 was LPL Financial, an estimated $1.03M sold.

Based on aggregated 13F filings for Q1 2024.