QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH

Overview Fund Activity

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
Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
0.96%
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

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$7.41M
2
OC
2
Oppenheimer & Co
New York
$536K
3
PI
3
PFG Investments
New York
$2.36M
4
GFG
4
Goldstone Financial Group
Illinois
$1.53M
5
SPC
5
Sigma Planning Corp
Michigan
$258K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$5.03M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$784K
3
HVM
3
Harvest Volatility Management
Connecticut
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.33M
5
Morgan Stanley
5
Morgan Stanley
New York
$243K
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
26
Federation des caisses Desjardins du Quebec
Quebec, Canada
$505K -$61.3K -1,298 -11%
ASN
27
Advisory Services Network
Georgia
$420K -$15.4K -327 -4%
BWA
28
Beam Wealth Advisors
Louisiana
$408K +$7.32K +155 +2%
SFG
29
Sovereign Financial Group
Connecticut
$395K -$65.9K -1,395 -14%
AWS
30
Atria Wealth Solutions
New York
$392K +$83.1K +1,760 +27%
OMC
31
Old Mission Capital
Illinois
$349K -$87.2K -1,847 -20%
BSW
32
Buckingham Strategic Wealth
Missouri
$347K – – –
CIA
33
Concurrent Investment Advisors
Florida
$334K +$142 +3 +0%
ECA
34
Elevated Capital Advisors
Utah
$321K -$2.22K -47 -0.7%
CWM
35
Collaborative Wealth Management
Florida
$319K – – –
WA
36
Waverly Advisors
Alabama
$307K – – –
PAG
37
Private Advisor Group
New Jersey
$300K -$27.3K -578 -8%
LNC
38
Lincoln National Corp
Pennsylvania
$286K -$12.7K -269 -4%
AAS
39
Avantax Advisory Services
Texas
$277K -$16.9K -357 -6%
SFC
40
Strategic Financial Concepts
Texas
$276K +$54.8K +1,160 +25%
PCIA
41
Prime Capital Investment Advisors
Kansas
$261K +$28.3K +600 +12%
SPC
42
Sigma Planning Corp
Michigan
$258K +$258K +5,467 New
Prudential Financial
43
Prudential Financial
New Jersey
$252K +$252K +5,342 New
Morgan Stanley
44
Morgan Stanley
New York
$243K -$435K -9,212 -64%
HNWAG
45
High Net Worth Advisory Group
Florida
$234K – – –
MWM
46
Modern Wealth Management
Kansas
$218K +$1.23K +26 +0.6%
CA
47
CoreCap Advisors
Michigan
$215K +$215K +4,550 New
SAF
48
Smith Anglin Financial
Texas
$213K +$213K +4,503 New
WS
49
Wedbush Securities
California
$212K +$212K +4,484 New
CF
50
Centaurus Financial
California
$185K – – –
1
2
3