We are live on ! Find out more
QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF

63 hedge funds and large institutions have $62.2M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.37% more ownership

Funds ownership: 8%8.37% (+0.37%)

0% less capital invested

Capital invested by funds: $62.3M → $62.2M (-$102K)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

5% less funds holding

Funds holding: 6663 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
20
Reduced
21
Closed
10
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
-$51K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
51
Private Trust Company
Ohio
$37.8K
SFC
52
Strategic Financial Concepts
Texas
$29.5K +$731K +15,292 +261%
FFA
53
Farther Finance Advisors
California
$27.3K +$25.8K +540 New
UBS Group
54
UBS Group
Switzerland
$19.9K -$1.05K -22 -5%
NFSG
55
Newbridge Financial Services Group
Florida
$17.6K
SPIA
56
Steward Partners Investment Advisory
New York
$12.6K
CWP
57
Concord Wealth Partners
Virginia
$9K +$191 +4 +2%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$4K -$526 -11 -12%
FWP
59
FAS Wealth Partners
Kansas
$3.91K
CJ
60
Caitlin John
Michigan
$2.47K
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$1.34K +$1.29K +27 New
Simplex Trading
62
Simplex Trading
Illinois
$1K +$1.53K +32 New
Wells Fargo
63
Wells Fargo
California
$33
WA
64
Wealthstar Advisors
Texas
-$3.1M -65,564 Closed
HWM
65
HB Wealth Management
Georgia
-$708K -15,001 Closed
CIA
66
Concurrent Investment Advisors
Florida
-$334K -7,069 Closed
WA
67
Waverly Advisors
Alabama
-$307K -6,508 Closed
LNC
68
Lincoln National Corp
Pennsylvania
-$286K -6,063 Closed
Prudential Financial
69
Prudential Financial
New Jersey
-$252K -5,342 Closed
AWM
70
Atticus Wealth Management
Florida
-$42.2K -894 Closed
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
-$42K -889 Closed
FFWM
72
Future Financial Wealth Management
Ohio
-$661 -14 Closed
Fidelity Investments
73
Fidelity Investments
Massachusetts
-$24 -1 Closed

QQQH Hedge Fund Activity: Q2 2024 in Review

63 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q2 2024, worth a combined $62.2M — down 0.16% from $62.3M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of QQQH and 7 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 20 added.

The largest buyer was Susquehanna International Group, adding an estimated $3.23M. The largest seller was Wealthstar Advisors, exiting entirely with an estimated $3.1M sold.

  • 63 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q2 2024, down from 66 in Q1 2024.
  • Funds reported $62.2M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q2 2024, down 0.16% quarter-over-quarter.
  • 7 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q2 2024 and 10 closed out, a net change of -3 holders.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $3.23M added.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q2 2024 was Wealthstar Advisors, an estimated $3.1M sold.

Based on aggregated 13F filings for Q2 2024.