QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH

Overview Fund Activity

67 hedge funds and large institutions have $51.2M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 33 reducing their positions, and 19 closing their positions.

Holders
67
Holders Change
-6
Holders Change %
-8.22%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
16
Reduced
33
Closed
19
Calls
$92K
Puts
$2K
Net Calls
+$90K
Net Calls Change
-$570K

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$643K
2
Stifel Financial
2
Stifel Financial
Missouri
$3.73M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.78M
4
CA
4
Clearstead Advisors
Ohio
$520K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.59M

Top Sellers

1
ECA
1
Elevated Capital Advisors
Utah
$2.29M
2
DWM
2
Darwin Wealth Management
Florida
$0
3
IA
3
IFP Advisors
Florida
$399K
4
LCWP
4
Legacy Capital Wealth Partners
Arkansas
$0
5
LPL Financial
5
LPL Financial
California
$7.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$76.6K -$15.1K -385 -16%
HI
52
Harbour Investments
Wisconsin
$74.2K +$589 +15 +0.8%
Wells Fargo
53
Wells Fargo
California
$39.3K +$38.4K +978 +4,445%
CWP
54
Concord Wealth Partners
Virginia
$32.9K +$118 +3 +0.4%
AWM
55
Atticus Wealth Management
Florida
$32.5K +$32.5K +827 New
PTC
56
Private Trust Company
Ohio
$29.5K – – –
AIP
57
Ahrens Investment Partners
Louisiana
$19.7K +$19.7K +500 New
CIAS
58
Capital Investment Advisory Services
North Carolina
$19.4K +$354 +9 +2%
BAM
59
Belpointe Asset Management
Nevada
$16.7K -$3.18K -81 -16%
NFSG
60
Newbridge Financial Services Group
Florida
$13.7K – – –
SPIA
61
Steward Partners Investment Advisory
New York
$9.83K -$23.5K -597 -70%
WP
62
WealthPLAN Partners
Nebraska
$7.96K +$7.96K +203 New
ADL
63
Asset Dedication LLC
California
$6K – – –
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$5.12K -$1.01K -25,581 -16%
FWM
65
Focused Wealth Management
New York
$4.45K +$79 +2 +2%
NA
66
NewEdge Advisors
Louisiana
$836 -$9.01K -237 -92%
TWC
67
TD Waterhouse Canada
Ontario, Canada
$792 +$792 +15 New
DWM
68
Darwin Wealth Management
Florida
– -$1.6M -41,881 Closed
LCWP
69
Legacy Capital Wealth Partners
Arkansas
– -$957K -25,858 Closed
AWM
70
Apollon Wealth Management
South Carolina
– -$609K -16,461 Closed
HAS
71
HBW Advisory Services
California
– -$318K -8,604 Closed
SG
72
StoneX Group
New York
– -$219K -5,923 Closed
MCC
73
Money Concepts Capital
Florida
– -$203K -5,485 Closed
LNC
74
Lincoln National Corp
Pennsylvania
– -$186K -5,027 Closed
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
– -$94K -2,542 Closed
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