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QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF

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.

New
Increased
Maintained
Reduced
Closed

6,050% more call options, than puts

Call options by funds: $123K | Put options by funds: $2K

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $51.2M → $57.5M (+$6.31M)

6% more funds holding

Funds holding: 6771 (+4)

0.01% less ownership

Funds ownership: 6.35%6.34% (-0.01%)

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.11%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
51
Prime Capital Investment Advisors
Kansas
$204K +$192K +4,741 New
SPC
52
Sigma Planning Corp
Michigan
$201K -$31.5K -775 -14%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$110K +$103K +2,542 New
GWSG
54
GPS Wealth Strategies Group
Colorado
$107K
HI
55
Harbour Investments
Wisconsin
$82.3K +$853 +21 +1%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$45K -$622K -15,319 -94%
WAM
57
Worth Asset Management
Texas
$44.1K +$41.5K +1,023 New
Wells Fargo
58
Wells Fargo
California
$43.1K
AWM
59
Atticus Wealth Management
Florida
$36.3K +$650 +16 +2%
CWP
60
Concord Wealth Partners
Virginia
$36.2K +$122 +3 +0.4%
PTC
61
Private Trust Company
Ohio
$32.3K
UBS Group
62
UBS Group
Switzerland
$31.8K -$49.2K -1,212 -62%
CIAS
63
Capital Investment Advisory Services
North Carolina
$21.7K +$406 +10 +2%
NFSG
64
Newbridge Financial Services Group
Florida
$15.1K
SPIA
65
Steward Partners Investment Advisory
New York
$10.8K
WP
66
WealthPLAN Partners
Nebraska
$8.84K +$81 +2 +1%
ADL
67
Asset Dedication LLC
California
$6K
FWM
68
Focused Wealth Management
New York
$4.97K +$122 +3 +3%
NA
69
NewEdge Advisors
Louisiana
$935
William Blair & Company
70
William Blair & Company
Illinois
$754 +$731 +18 New
Fidelity Investments
71
Fidelity Investments
Massachusetts
$65 +$81 +2 New
AWS
72
Atria Wealth Solutions
New York
-$540K -13,750 Closed
CA
73
Clearstead Advisors
Ohio
-$520K -13,240 Closed
AAS
74
Ameritas Advisory Services
Nebraska
-$100K -2,557 Closed
AWM
75
Accel Wealth Management
Iowa
-$82.4K -2,096 Closed

QQQH Hedge Fund Activity: Q2 2023 in Review

71 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q2 2023, worth a combined $57.5M — up 12% from $51.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new QQQH positions and 6 closed out — a net gain of 5 holders — while 23 added to existing stakes and 28 trimmed.

The largest buyer was Stifel Financial, adding an estimated $772K. The largest seller was Elevated Capital Advisors, cutting an estimated $1.98M.

  • 71 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q2 2023, up from 67 in Q1 2023.
  • Funds reported $57.5M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 11 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q2 2023 and 6 closed out, a net change of +5 holders.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q2 2023 was Stifel Financial, an estimated $772K added.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q2 2023 was Elevated Capital Advisors, an estimated $1.98M sold.

Based on aggregated 13F filings for Q2 2023.