We are live on ! Find out more
QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF

64 hedge funds and large institutions have $56.8M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $51.3M → $56.8M (+$5.44M)

8% more funds holding

Funds holding: 5964 (+5)

0.43% more ownership

Funds ownership: 6.45%6.88% (+0.43%)

52% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 31

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
15
Reduced
31
Closed
7
Calls
$83K
Puts
Net Calls
+$83K
Net Calls Change
+$141K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$64.8K +$61.3K +1,447 New
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$39.8K
AWM
53
Atticus Wealth Management
Florida
$39.3K +$720 +17 +2%
PTC
54
Private Trust Company
Ohio
$33.6K
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$23.7K +$22.4K +530 New
NFSG
56
Newbridge Financial Services Group
Florida
$15.7K
SPIA
57
Steward Partners Investment Advisory
New York
$11.2K
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$10K -$9.02K -213 -50%
CWP
59
Concord Wealth Partners
Virginia
$7.7K +$127 +3 +2%
FWM
60
Focused Wealth Management
New York
$5.38K +$85 +2 +2%
CJ
61
Caitlin John
Michigan
$2.19K +$2.08K +49 New
AC
62
AlphaCore Capital
California
$1.1K +$1.06K +25 New
NA
63
NewEdge Advisors
Louisiana
$1.01K +$42 +1 +5%
Wells Fargo
64
Wells Fargo
California
$15 -$42.4K -1,000 -100%
CA
65
Cetera Advisors
Colorado
-$1.47M -36,549 Closed
SPC
66
Sigma Planning Corp
Michigan
-$224K -5,555 Closed
1W
67
1776 Wealth
Georgia
-$222K -5,498 Closed
CAGAS
68
Capital Advisory Group Advisory Services
Minnesota
-$221K -5,493 Closed
HAS
69
HBW Advisory Services
California
-$89K -2,198 Closed
Legacy Financial Group (Iowa)
70
Legacy Financial Group (Iowa)
Iowa
-$2.02K -50 Closed
Fidelity Investments
71
Fidelity Investments
Massachusetts
-$40 -1 Closed

QQQH Hedge Fund Activity: Q4 2023 in Review

64 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q4 2023, worth a combined $56.8M — up 11% from $51.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new QQQH positions and 7 closed out — a net gain of 5 holders — while 15 added to existing stakes and 31 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $3.02M. The largest seller was Cetera Advisors, exiting entirely with an estimated $1.47M sold.

  • 64 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q4 2023, up from 59 in Q3 2023.
  • Funds reported $56.8M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 12 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q4 2023 and 7 closed out, a net change of +5 holders.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $3.02M added.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q4 2023 was Cetera Advisors, an estimated $1.47M sold.

Based on aggregated 13F filings for Q4 2023.