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QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH

73 hedge funds and large institutions have $111M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 31 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

210% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 10

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

80% more capital invested

Capital invested by funds: $61.5M → $111M (+$49.2M)

40% more funds holding

Funds holding: 52 → 73 (+21)

0.36% more ownership

Funds ownership: 7.94% → 8.29% (+0.36%)

Holders
73
Holders Change
+21
Holders Change %
+40.38%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
29
Increased
31
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$8.46M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.65M
3
HAS
HBW Advisory Services
California
+$3.23M
4
WA
Wealthstar Advisors
Texas
+$3.15M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.67M

Top Sellers

Rank Fund Capital Flow
1
WAP
Wealthcare Advisory Partners
Pennsylvania
-$703K
2
DAS
Dynamic Advisor Solutions
Arizona
-$633K
3
OMC
Old Mission Capital
Illinois
-$535K
4
BSW
Buckingham Strategic Wealth
Missouri
-$362K
5
Jane Street
Jane Street
New York
-$258K
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
51
Scotia Capital
Ontario, Canada
$239K +$248K +4,361 New
APWA
52
Atlas Private Wealth Advisors
New Jersey
$234K +$211K +3,720 +680%
APA
53
American Portfolios Advisors
New York
$218K +$106K +1,873 +90%
LNC
54
Lincoln National Corp
Pennsylvania
$217K +$224K +3,944 New
5L
55
55I LLC
Massachusetts
$217K +$224K +3,946 New
BAM
56
Belpointe Asset Management
Nevada
$213K -$130K -2,293 -37%
Citadel Advisors
57
Citadel Advisors
Florida
$212K +$220K +3,861 New
Morgan Stanley
58
Morgan Stanley
New York
$207K +$107K +1,881 +99%
KeyBank National Association
59
KeyBank National Association
Ohio
$206K – – –
SWM
60
Sugarloaf Wealth Management
Georgia
$204K +$4.72K +83 +2%
CA
61
Calton & Associates
Florida
$204K +$212K +3,730 New
GM
62
GeoWealth Management
Illinois
$196K +$203K +3,573 New
CWAF
63
Core Wealth Advisors (Florida)
Florida
$146K +$7.56K +133 +5%
AF
64
Advisornet Financial
Minnesota
$109K – – –
HI
65
Harbour Investments
Wisconsin
$86K +$56.9K +1,000 +179%
WWMSC
66
Wagner Wealth Management (South Carolina)
South Carolina
$59K +$59.4K +1,044 New
OIA
67
Optimum Investment Advisors
Illinois
$41K – – –
CWA
68
Clearview Wealth Advisors
Oregon
$38K +$39.5K +695 New
NFSG
69
Newbridge Financial Services Group
Florida
$19K +$19.9K +350 New
HWA
70
HHM Wealth Advisors
Tennessee
$15K +$15.3K +269 New
CFGS
71
Concourse Financial Group Securities
Alabama
$15K +$15.9K +280 New
AWM
72
Avior Wealth Management
Nebraska
$12K -$16.4K -288 -56%
SMG
73
Spectrum Management Group
Indiana
$10K +$10.4K +183 New
FWM
74
Focused Wealth Management
New York
$6K +$5.74K +101 New
WAP
75
Wealthcare Advisory Partners
Pennsylvania
– -$703K -12,489 Closed
1 2
3
4

QQQH Hedge Fund Activity: Q3 2021 in Review

73 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q3 2021, worth a combined $111M — up 80% from $61.5M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new QQQH positions and 8 closed out — a net gain of 21 holders — while 31 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.46M. The largest seller was Wealthcare Advisory Partners, exiting entirely with an estimated $703K sold.

  • 73 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q3 2021, up from 52 in Q2 2021.
  • Funds reported $111M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q3 2021, up 80% quarter-over-quarter.
  • 29 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q3 2021 and 8 closed out, a net change of +21 holders.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q3 2021 was LPL Financial, an estimated $8.46M added.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q3 2021 was Wealthcare Advisory Partners, an estimated $703K sold.

Based on aggregated 13F filings for Q3 2021.