NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
52 hedge funds and large institutions have $61.5M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 5 reducing their positions, and 7 closing their positions.
420% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 5
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
11% more funds holding
Funds holding: 47 → 52 (+5)
5% more capital invested
Capital invested by funds: $58.6M → $61.5M (+$2.85M)
7.13% less ownership
Funds ownership: 15.06% → 7.94% (-7.1%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$3.18M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.69M |
| 3 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
+$1.23M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.11M |
| 5 |
LPL Financial
San Diego,
California
|
+$825K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
-$21M |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$2.93M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$961K |
| 4 |
HVM
Harvest Volatility Management
Norwalk,
Connecticut
|
-$878K |
| 5 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
-$754K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| $3K | +$2.84K | +52 | New |
|
|
RJA
52
Raymond James & Associates
St Petersburg,
Florida
| – | -$961K | -17,916 | Closed |
|
|
HVM
53
Harvest Volatility Management
Norwalk,
Connecticut
| – | -$878K | -16,370 | Closed |
|
|
LCWP
54
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| – | -$754K | -14,060 | Closed |
|
|
SWM
55
Spire Wealth Management
Mclean,
Virginia
| – | -$687K | -12,869 | Closed |
|
56
Creative Planning
Overland Park,
Kansas
| – | -$539K | -10,044 | Closed |
|
|
PAG
57
Private Advisor Group
Morristown,
New Jersey
| – | -$277K | -5,154 | Closed |
|
|
SFS
58
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$247K | -4,550 | Closed |
|
59
Fidelity Investments
Boston,
Massachusetts
| – | +$55 | +1 | New |
|
QQQH Hedge Fund Activity: Q2 2021 in Review
52 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q2 2021, worth a combined $61.5M — up 4.9% from $58.6M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new QQQH positions and 7 closed out — a net gain of 6 holders — while 26 added to existing stakes and 5 trimmed.
The largest buyer was HBW Advisory Services, adding an estimated $3.18M. The largest seller was Sugarloaf Wealth Management, cutting an estimated $21M.
- 52 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q2 2021, up from 47 in Q1 2021.
- Funds reported $61.5M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q2 2021, up 4.9% quarter-over-quarter.
- 13 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q2 2021 and 7 closed out, a net change of +6 holders.
- The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q2 2021 was HBW Advisory Services, an estimated $3.18M added.
- The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q2 2021 was Sugarloaf Wealth Management, an estimated $21M sold.
Based on aggregated 13F filings for Q2 2021.