QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH

Overview Fund Activity

66 hedge funds and large institutions have $62.3M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
17
Reduced
26
Closed
9
Calls
$59K
Puts
–
Net Calls
+$59K
Net Calls Change
-$24K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$7.41M
2
OC
2
Oppenheimer & Co
New York
$536K
3
PI
3
PFG Investments
New York
$2.36M
4
GFG
4
Goldstone Financial Group
Illinois
$1.53M
5
SPC
5
Sigma Planning Corp
Michigan
$258K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$5.03M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$784K
3
HVM
3
Harvest Volatility Management
Connecticut
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.33M
5
Morgan Stanley
5
Morgan Stanley
New York
$243K
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$116K +$8.5K +180 +8%
GWSG
52
GPS Wealth Strategies Group
Colorado
$91.2K -$13.1K -278 -13%
CIAS
53
Capital Investment Advisory Services
North Carolina
$60.4K +$60.4K +1,280 New
AWM
54
Atticus Wealth Management
Florida
$42.2K +$803 +17 +2%
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$42K – – –
PTC
56
Private Trust Company
Ohio
$35.4K – – –
UBS Group
57
UBS Group
Switzerland
$19.6K -$48.7K -1,031 -71%
NFSG
58
Newbridge Financial Services Group
Florida
$16.5K – – –
SPIA
59
Steward Partners Investment Advisory
New York
$11.8K – – –
CWP
60
Concord Wealth Partners
Virginia
$8.27K +$142 +3 +2%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$4K -$5.35K -123 -57%
FWP
62
FAS Wealth Partners
Kansas
$3.66K +$3.66K +78 New
CJ
63
Caitlin John
Michigan
$2.31K – – –
FFWM
64
Future Financial Wealth Management
Ohio
$661 +$661 +14 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$24 +$24 +1 New
Wells Fargo
66
Wells Fargo
California
$23 – – –
HVM
67
Harvest Volatility Management
Connecticut
– -$589K -13,155 Closed
Cerity Partners
68
Cerity Partners
New York
– -$360K -8,046 Closed
APWA
69
Atlas Private Wealth Advisors
New Jersey
– -$294K -6,554 Closed
Betterment LLC
70
Betterment LLC
New York
– -$234K -5,232 Closed
MWM
71
Meridian Wealth Management
Kentucky
– -$214K -4,800 Closed
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
– -$23.7K -530 Closed
FWM
73
Focused Wealth Management
New York
– -$5.38K -120 Closed
AC
74
AlphaCore Capital
California
– -$1.1K -25 Closed
NA
75
NewEdge Advisors
Louisiana
– -$1.01K -23 Closed
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