We are live on ! Find out more
QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF

73 hedge funds and large institutions have $60.2M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,200% more call options, than puts

Call options by funds: $690K | Put options by funds: $30K

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

6% more funds holding

Funds holding: 6973 (+4)

0.72% less ownership

Funds ownership: 7.2%6.49% (-0.72%)

24% less capital invested

Capital invested by funds: $79M → $60.2M (-$18.8M)

59% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 37

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
15
Reduced
37
Closed
8
Calls
$690K
Puts
$30K
Net Calls
+$660K
Net Calls Change
+$390K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Accel Wealth Management
Iowa
$85.6K +$13.5K +355 +18%
HI
52
Harbour Investments
Wisconsin
$69.3K +$19.1K +502 +37%
USCWA
53
U.S. Capital Wealth Advisors
Texas
$65.9K +$68K +1,782 New
RWPA
54
Richard W. Paul & Associates
Michigan
$32.1K +$33.1K +867 New
SPIA
55
Steward Partners Investment Advisory
New York
$31.3K
CWP
56
Concord Wealth Partners
Virginia
$30.9K +$31.8K +834 New
PTC
57
Private Trust Company
Ohio
$28K
GIA
58
Goodwin Investment Advisory
Georgia
$19.8K
BAM
59
Belpointe Asset Management
Nevada
$18.7K +$19.3K +506 New
CIAS
60
Capital Investment Advisory Services
North Carolina
$17.9K +$18.5K +484 New
Bank of America
61
Bank of America
North Carolina
$17.4K +$17.9K +470 New
NFSG
62
Newbridge Financial Services Group
Florida
$12.9K
NA
63
NewEdge Advisors
Louisiana
$9.56K +$9.88K +259 New
ADL
64
Asset Dedication LLC
California
$6K
FWM
65
Focused Wealth Management
New York
$4.11K -$12.3K -323 -74%
JP Morgan Chase
66
JP Morgan Chase
New York
$3K +$3.47K +91 New
SIC
67
Salem Investment Counselors
North Carolina
$2.01K +$38 +1 +2%
GM
68
GeoWealth Management
Illinois
$2K -$114K -2,986 -98%
TRCT
69
Tower Research Capital (TRC)
New York
$2K +$1.91K +50 New
Fidelity Investments
70
Fidelity Investments
Massachusetts
$1.94K +$1.98K +52 +5,200%
Wells Fargo
71
Wells Fargo
California
$814
LFG
72
Larson Financial Group
Missouri
$666 +$686 +18 New
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
-$331K -8,462 Closed
SC
74
Scotia Capital
Ontario, Canada
-$245K -6,299 Closed
CAGAS
75
Capital Advisory Group Advisory Services
Minnesota
-$240K -6,175 Closed

QQQH Hedge Fund Activity: Q4 2022 in Review

73 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q4 2022, worth a combined $60.2M — down 24% from $79M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new QQQH positions and 8 closed out — a net gain of 5 holders — while 15 added to existing stakes and 37 trimmed.

The largest buyer was Collaborative Wealth Management, opening a new position worth an estimated $287K. The largest seller was LPL Financial, cutting an estimated $2.34M.

  • 73 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q4 2022, up from 69 in Q3 2022.
  • Funds reported $60.2M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q4 2022, down 24% quarter-over-quarter.
  • 13 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q4 2022 and 8 closed out, a net change of +5 holders.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q4 2022 was Collaborative Wealth Management, an estimated $287K added.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q4 2022 was LPL Financial, an estimated $2.34M sold.

Based on aggregated 13F filings for Q4 2022.