QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH

Overview Fund Activity

59 hedge funds and large institutions have $51.3M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 17 closing their positions.

Holders
59
Holders Change
-12
Holders Change %
-16.9%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
24
Reduced
21
Closed
17
Calls
$101K
Puts
$159K
Net Calls
-$58K
Net Calls Change
-$179K

Top Buyers

1
Mariner
1
Mariner
Kansas
$1.71M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.81M
3
OMC
3
Old Mission Capital
Illinois
$969K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$866K
5
SFG
5
Sovereign Financial Group
Connecticut
$395K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$581K
2
LPL Financial
2
LPL Financial
California
$5.63M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.94M
4
Cerity Partners
4
Cerity Partners
New York
$0
5
HVM
5
Harvest Volatility Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PTC
51
Private Trust Company
Ohio
$30.2K 750 – –
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$17K 428 -608 -59%
NFSG
53
Newbridge Financial Services Group
Florida
$14.1K 350 – –
SPIA
54
Steward Partners Investment Advisory
New York
$10.1K 250 – –
CWP
55
Concord Wealth Partners
Virginia
$6.79K 169 -671 -80%
FWM
56
Focused Wealth Management
New York
$4.74K 118 +2 +2%
Legacy Financial Group (Iowa)
57
Legacy Financial Group (Iowa)
Iowa
$2.02K 50 +50 New
NA
58
NewEdge Advisors
Louisiana
$892 22 – –
Fidelity Investments
59
Fidelity Investments
Massachusetts
$40 1 -1 -50%
Cerity Partners
60
Cerity Partners
New York
– – -16,028 Closed
HVM
61
Harvest Volatility Management
Connecticut
– – -13,155 Closed
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
– – -6,968 Closed
BWA
63
BlueSky Wealth Advisors
North Carolina
– – -6,250 Closed
GS
64
GTS Securities
New York
– – -6,073 Closed
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
– – -5,954 Closed
CHJWM
66
Carlton Hofferkamp & Jenks Wealth Management
Texas
– – -5,128 Closed
CW
67
CreativeOne Wealth
Kansas
– – -5,044 Closed
XWM
68
Xcel Wealth Management
Florida
– – -4,948 Closed
PCIA
69
Prime Capital Investment Advisors
Kansas
– – -4,741 Closed
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
– – -2,542 Closed
WAM
71
Worth Asset Management
Texas
– – -1,023 Closed
UBS Group
72
UBS Group
Switzerland
– – -738 Closed
CIAS
73
Capital Investment Advisory Services
North Carolina
– – -503 Closed
WP
74
WealthPLAN Partners
Nebraska
– – -205 Closed
ADL
75
Asset Dedication LLC
California
– – -150 Closed
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