QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH

Overview Fund Activity

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
Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.18%
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

Top Buyers

1
CWM
Collaborative Wealth Management
Florida
$279K
2
OMC
Old Mission Capital
Illinois
$803K
3
MCC
Money Concepts Capital
Florida
$203K
4
Stifel Financial
Stifel Financial
Missouri
$2.97M
5
UBS Group
UBS Group
Switzerland
$86.4K

Top Sellers

1
LPL Financial
LPL Financial
California
$8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.07M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.77M
4
Morgan Stanley
Morgan Stanley
New York
$2.29M
5
1W
1776 Wealth
Georgia
$920K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Accel Wealth Management
Iowa
$85.6K +$13.1K +355 +18%
HI
52
Harbour Investments
Wisconsin
$69.3K +$18.6K +502 +37%
USCWA
53
U.S. Capital Wealth Advisors
Texas
$65.9K +$65.9K +1,782 New
RWPA
54
Richard W. Paul & Associates
Michigan
$32.1K +$32.1K +867 New
SPIA
55
Steward Partners Investment Advisory
New York
$31.3K – – –
CWP
56
Concord Wealth Partners
Virginia
$30.9K +$30.9K +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 +$18.7K +506 New
CIAS
60
Capital Investment Advisory Services
North Carolina
$17.9K +$17.9K +484 New
Bank of America
61
Bank of America
North Carolina
$17.4K +$17.4K +470 New
NFSG
62
Newbridge Financial Services Group
Florida
$12.9K – – –
NA
63
NewEdge Advisors
Louisiana
$9.56K +$9.56K +259 New
ADL
64
Asset Dedication LLC
California
$6K – – –
FWM
65
Focused Wealth Management
New York
$4.11K -$11.9K -323 -74%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$3K +$3K +91 New
SIC
67
Salem Investment Counselors
North Carolina
$2.01K +$37 +1 +2%
GM
68
GeoWealth Management
Illinois
$2K -$90.5K -2,986 -98%
TRCT
69
Tower Research Capital (TRC)
New York
$2K +$2K +50 New
Fidelity Investments
70
Fidelity Investments
Massachusetts
$1.94K +$1.91K +52 +5,200%
Wells Fargo
71
Wells Fargo
California
$814 – – –
LFG
72
Larson Financial Group
Missouri
$666 +$666 +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
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