QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH

Overview Fund Activity

97 hedge funds and large institutions have $164M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-2
Holders Change %
-2.02%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
20
Increased
38
Reduced
29
Closed
19
Calls
$690K
Puts
$327K
Net Calls
+$363K
Net Calls Change
-$430K

Top Buyers

1
HWM
1
HB Wealth Management
Georgia
$19.5M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$12.3M
3
LPL Financial
3
LPL Financial
California
$18.4M
4
OMC
4
Old Mission Capital
Illinois
$1.38M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8.66M

Top Sellers

1
SIG
1
Spinnaker Investment Group
California
$1.57M
2
CP
2
Castleview Partners
Texas
$199K
3
HAS
3
HBW Advisory Services
California
$8.87M
4
Morgan Stanley
4
Morgan Stanley
New York
$9M
5
HH
5
Hilltop Holdings
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$466K +$131K +2,657 +39%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$456K +$456K +9,278 New
MML Investors Services
53
MML Investors Services
Massachusetts
$410K +$68.5K +1,396 +20%
ASN
54
Advisory Services Network
Georgia
$397K +$397K +8,095 New
LNC
55
Lincoln National Corp
Pennsylvania
$395K -$57.5K -1,170 -13%
SC
56
Scotia Capital
Ontario, Canada
$344K +$13.8K +281 +4%
Wolverine Trading
57
Wolverine Trading
Illinois
$335K +$335K +6,742 New
OC
58
Oppenheimer & Co
New York
$333K +$47.9K +975 +17%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$332K -$288K -5,871 -46%
SPC
60
Sigma Planning Corp
Michigan
$329K +$89.6K +1,823 +37%
CAGAS
61
Capital Advisory Group Advisory Services
Minnesota
$328K +$328K +6,682 New
PTP
62
Platform Technology Partners
New York
$318K -$196 -4 -0.1%
JWCA
63
J.W. Cole Advisors
Florida
$301K +$29.7K +605 +11%
CF
64
Centaurus Financial
California
$282K +$44.7K +911 +19%
FAIM
65
Financial Advocates Investment Management
Washington
$268K +$268K +5,450 New
BFG
66
Barber Financial Group
Kansas
$267K +$4.71K +96 +2%
Betterment LLC
67
Betterment LLC
New York
$256K +$256K +5,214 New
CAN
68
Cetera Advisor Networks
California
$246K +$53.7K +1,093 +28%
5L
69
55I LLC
Massachusetts
$233K – – –
SI
70
Stephens Inc
Arkansas
$231K -$29.6K -601 -11%
APA
71
American Portfolios Advisors
New York
$224K – – –
GM
72
GeoWealth Management
Illinois
$219K +$19.7K +401 +10%
BAM
73
Belpointe Asset Management
Nevada
$203K +$19.5K +396 +11%
CP
74
Castleview Partners
Texas
$199K -$11.9M -243,867 -98%
CWA
75
Core Wealth Advisors
Florida
$163K +$31.9K +648 +24%
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3
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