QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH

Overview Fund Activity

71 hedge funds and large institutions have $57.5M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
23
Reduced
28
Closed
6
Calls
$123K
Puts
$2K
Net Calls
+$121K
Net Calls Change
+$31K

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.91M
2
Jane Street
2
Jane Street
New York
$1.35M
3
GFG
3
Goldstone Financial Group
Illinois
$848K
4
BSW
4
Buckingham Strategic Wealth
Missouri
$287K
5
WA
5
Waverly Advisors
Alabama
$280K

Top Sellers

1
ECA
1
Elevated Capital Advisors
Utah
$401K
2
LPL Financial
2
LPL Financial
California
$7.62M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.8M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$45K
5
CPIG
5
Chicago Partners Investment Group
Illinois
$1.13M
Name Market Value Shares Shares
Change 		Shares
Change %
PCIA
51
Prime Capital Investment Advisors
Kansas
$204K 9,481 +9,481 New
SPC
52
Sigma Planning Corp
Michigan
$201K 9,335 -1,550 -14%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$110K 5,083 +5,083 New
GWSG
54
GPS Wealth Strategies Group
Colorado
$107K 4,946 – –
HI
55
Harbour Investments
Wisconsin
$82.3K 3,817 +42 +1%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$45K 2,072 -30,638 -94%
WAM
57
Worth Asset Management
Texas
$44.1K 2,045 +2,045 New
Wells Fargo
58
Wells Fargo
California
$43.1K 2,000 – –
AWM
59
Atticus Wealth Management
Florida
$36.3K 1,686 +32 +2%
CWP
60
Concord Wealth Partners
Virginia
$36.2K 1,680 +6 +0.4%
PTC
61
Private Trust Company
Ohio
$32.3K 1,500 – –
UBS Group
62
UBS Group
Switzerland
$31.8K 1,475 -2,424 -62%
CIAS
63
Capital Investment Advisory Services
North Carolina
$21.7K 1,005 +19 +2%
NFSG
64
Newbridge Financial Services Group
Florida
$15.1K 699 – –
SPIA
65
Steward Partners Investment Advisory
New York
$10.8K 500 – –
WP
66
WealthPLAN Partners
Nebraska
$8.84K 410 +5 +1%
ADL
67
Asset Dedication LLC
California
$6K 300 – –
FWM
68
Focused Wealth Management
New York
$4.97K 231 +5 +2%
NA
69
NewEdge Advisors
Louisiana
$935 43 – –
William Blair & Company
70
William Blair & Company
Illinois
$754 35 +35 New
Fidelity Investments
71
Fidelity Investments
Massachusetts
$65 3 +3 New
AWS
72
Atria Wealth Solutions
New York
– – -27,500 Closed
CA
73
Clearstead Advisors
Ohio
– – -26,480 Closed
AAS
74
Ameritas Advisory Services
Nebraska
– – -5,113 Closed
AWM
75
Accel Wealth Management
Iowa
– – -4,192 Closed
1 2
3
4