QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH

Overview Fund Activity

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
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

1
LPL Financial
LPL Financial
California
$10.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.17M
3
HAS
HBW Advisory Services
California
$13.5M
4
WA
Wealthstar Advisors
Texas
$3.05M
5
Renaissance Technologies
Renaissance Technologies
New York
$2.58M

Top Sellers

1
WAP
Wealthcare Advisory Partners
Pennsylvania
$0
2
DAS
Dynamic Advisor Solutions
Arizona
$0
3
OMC
Old Mission Capital
Illinois
$0
4
BSW
Buckingham Strategic Wealth
Missouri
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
51
Scotia Capital
Ontario, Canada
$239K +$239K +4,361 New
APWA
52
Atlas Private Wealth Advisors
New Jersey
$234K +$204K +3,720 +680%
APA
53
American Portfolios Advisors
New York
$218K +$103K +1,873 +90%
LNC
54
Lincoln National Corp
Pennsylvania
$217K +$217K +3,944 New
5L
55
55I LLC
Massachusetts
$217K +$217K +3,946 New
BAM
56
Belpointe Asset Management
Nevada
$213K -$125K -2,293 -37%
Citadel Advisors
57
Citadel Advisors
Florida
$212K +$212K +3,861 New
Morgan Stanley
58
Morgan Stanley
New York
$207K +$103K +1,881 +99%
KeyBank National Association
59
KeyBank National Association
Ohio
$206K – – –
SWM
60
Sugarloaf Wealth Management
Georgia
$204K +$4.56K +83 +2%
CA
61
Calton & Associates
Florida
$204K +$204K +3,730 New
GM
62
GeoWealth Management
Illinois
$196K +$196K +3,573 New
CWA
63
Core Wealth Advisors
Florida
$146K +$7.32K +133 +5%
AF
64
Advisornet Financial
Minnesota
$109K – – –
HI
65
Harbour Investments
Wisconsin
$86K +$55.2K +1,000 +179%
WWM
66
Wagner Wealth Management
South Carolina
$59K +$59K +1,044 New
OIA
67
Optimum Investment Advisors
Illinois
$41K – – –
CWA
68
Clearview Wealth Advisors
Oregon
$38K +$38K +695 New
NFSG
69
Newbridge Financial Services Group
Florida
$19K +$19K +350 New
HWA
70
HHM Wealth Advisors
Tennessee
$15K +$15K +269 New
CFGS
71
Concourse Financial Group Securities
Alabama
$15K +$15K +280 New
AWM
72
Avior Wealth Management
Nebraska
$12K -$15.2K -288 -56%
SMG
73
Spectrum Management Group
Indiana
$10K +$10K +183 New
FWM
74
Focused Wealth Management
New York
$6K +$6K +101 New
WAP
75
Wealthcare Advisory Partners
Pennsylvania
– -$703K -12,489 Closed
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3
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