NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
73 hedge funds and large institutions have $111M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 31 increasing their positions, 10 reducing their positions, and 8 closing their positions.
263% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 8
210% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 10
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
80% more capital invested
Capital invested by funds: $61.5M → $111M (+$49.2M)
40% more funds holding
Funds holding: 52 → 73 (+21)
0.36% more ownership
Funds ownership: 7.94% → 8.29% (+0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$8.46M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.65M |
| 3 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$3.23M |
| 4 |
WA
Wealthstar Advisors
Plano,
Texas
|
+$3.15M |
| 5 |
Renaissance Technologies
New York
|
+$2.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$703K |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$633K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$535K |
| 4 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
-$362K |
| 5 |
Jane Street
New York
|
-$258K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DAS
76
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$633K | -11,243 | Closed |
|
|
OMC
77
Old Mission Capital
Chicago,
Illinois
| – | -$535K | -9,511 | Closed |
|
|
BSW
78
Buckingham Strategic Wealth
Clayton,
Missouri
| – | -$362K | -6,431 | Closed |
|
|
79
Jane Street
New York
| – | -$258K | -4,589 | Closed |
|
80
William Blair & Company
Chicago,
Illinois
| – | -$208K | -3,700 | Closed |
|
81
Citigroup
New York
| – | -$3K | -52 | Closed |
|
QQQH Hedge Fund Activity: Q3 2021 in Review
73 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q3 2021, worth a combined $111M — up 80% from $61.5M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new QQQH positions and 8 closed out — a net gain of 21 holders — while 31 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $8.46M. The largest seller was Wealthcare Advisory Partners, exiting entirely with an estimated $703K sold.
- 73 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q3 2021, up from 52 in Q2 2021.
- Funds reported $111M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q3 2021, up 80% quarter-over-quarter.
- 29 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q3 2021 and 8 closed out, a net change of +21 holders.
- The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q3 2021 was LPL Financial, an estimated $8.46M added.
- The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q3 2021 was Wealthcare Advisory Partners, an estimated $703K sold.
Based on aggregated 13F filings for Q3 2021.