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QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF

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

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $56.8M → $62.3M (+$5.53M)

3% more funds holding

Funds holding: 6466 (+2)

1.12% more ownership

Funds ownership: 6.88%8% (+1.1%)

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
0.95%
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
Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Harbour Investments
Wisconsin
$116K +$8.32K +180 +8%
GWSG
52
GPS Wealth Strategies Group
Colorado
$91.2K -$12.8K -278 -13%
CIAS
53
Capital Investment Advisory Services
North Carolina
$60.4K +$59.1K +1,280 New
AWM
54
Atticus Wealth Management
Florida
$42.2K +$786 +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 -$47.6K -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 +$139 +3 +2%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$4K -$5.68K -123 -57%
FWP
62
FAS Wealth Partners
Kansas
$3.66K +$3.6K +78 New
CJ
63
Caitlin John
Michigan
$2.31K
FFWM
64
Future Financial Wealth Management
Ohio
$661 +$647 +14 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$24 +$46 +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

QQQH Hedge Fund Activity: Q1 2024 in Review

66 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q1 2024, worth a combined $62.3M — up 9.7% from $56.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new QQQH positions and 9 closed out — a net gain of 2 holders — while 17 added to existing stakes and 26 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.96M. The largest seller was LPL Financial, cutting an estimated $1.03M.

  • 66 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q1 2024, up from 64 in Q4 2023.
  • Funds reported $62.3M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q1 2024, up 9.7% quarter-over-quarter.
  • 11 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q1 2024 and 9 closed out, a net change of +2 holders.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $2.96M added.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q1 2024 was LPL Financial, an estimated $1.03M sold.

Based on aggregated 13F filings for Q1 2024.