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QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF

83 hedge funds and large institutions have $87.1M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.26% less ownership

Funds ownership: 9.7%7.44% (-2.3%)

14% less funds holding

Funds holding: 9783 (-14)

35% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 37

47% less capital invested

Capital invested by funds: $164M → $87.1M (-$77.4M)

52% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 23

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
83
Holders Change
-14
Holders Change %
-14.43%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
24
Reduced
37
Closed
23
Calls
$394K
Puts
Net Calls
+$394K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Scotia Capital
Ontario, Canada
$241K -$32.4K -733 -10%
CF
52
Centaurus Financial
California
$216K -$4.65K -105 -2%
BFG
53
Barber Financial Group
Kansas
$210K +$1.06K +24 +0.4%
GWSG
54
GPS Wealth Strategies Group
Colorado
$205K +$193K +4,351 +444%
CAN
55
Cetera Advisor Networks
California
$199K +$7.88K +178 +4%
OC
56
Oppenheimer & Co
New York
$198K -$71.9K -1,625 -24%
CA
57
Clearstead Advisors
Ohio
$192K +$221K +5,000 New
GM
58
GeoWealth Management
Illinois
$180K +$12.7K +286 +6%
BAM
59
Belpointe Asset Management
Nevada
$143K -$17.7K -399 -10%
APA
60
American Portfolios Advisors
New York
$127K -$55.3K -1,250 -27%
HR
61
Howe & Rusling
New York
$101K +$116K +2,627 New
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$97K -$188K -4,237 -63%
AWM
63
Accel Wealth Management
Iowa
$76K
HI
64
Harbour Investments
Wisconsin
$53K +$60.7K +1,371 New
CWAF
65
Core Wealth Advisors (Florida)
Florida
$52K -$86.3K -1,949 -59%
CWP
66
Concord Wealth Partners
Virginia
$32K -$59.3K -1,340 -62%
PTC
67
Private Trust Company
Ohio
$29K +$33.2K +750 New
UBS Group
68
UBS Group
Switzerland
$29K +$33.3K +752 New
GIA
69
Goodwin Investment Advisory
Georgia
$20.6K
AF
70
Advisornet Financial
Minnesota
$20K
AIP
71
Ahrens Investment Partners
Louisiana
$19K -$11.1K -250 -33%
HVM
72
Harvest Volatility Management
Connecticut
$19K
FWM
73
Focused Wealth Management
New York
$17K +$89 +2 +0.5%
JP Morgan Chase
74
JP Morgan Chase
New York
$17K +$19.7K +445 New
SWM
75
SeaCrest Wealth Management
New York
$15K +$17K +385 New

QQQH Hedge Fund Activity: Q2 2022 in Review

83 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q2 2022, worth a combined $87.1M — down 47% from $164M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of QQQH and 11 opened new positions — a net loss of 12 holders — while 37 trimmed existing stakes and 24 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.51M. The largest seller was HB Wealth Management, cutting an estimated $16.3M.

  • 83 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q2 2022, down from 97 in Q1 2022.
  • Funds reported $87.1M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q2 2022, down 47% quarter-over-quarter.
  • 11 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q2 2022 and 23 closed out, a net change of -12 holders.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q2 2022 was Royal Bank of Canada, an estimated $1.51M added.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q2 2022 was HB Wealth Management, an estimated $16.3M sold.

Based on aggregated 13F filings for Q2 2022.