NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
67 hedge funds and large institutions have $51.2M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 33 reducing their positions, and 19 closing their positions.
4,500% more call options, than puts
Call options by funds: $92K | Put options by funds: $2K
0.14% less ownership
Funds ownership: 6.49% → 6.35% (-0.14%)
8% less funds holding
Funds holding: 73 → 67 (-6)
15% less capital invested
Capital invested by funds: $60.2M → $51.2M (-$8.99M)
32% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 19
52% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$625K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$560K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$508K |
| 4 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$506K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$386K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
-$2.47M |
| 2 |
DWM
Darwin Wealth Management
Tampa,
Florida
|
-$1.6M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$978K |
| 4 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
-$957K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$751K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
USCWA
76
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$65.9K | -1,782 | Closed |
|
|
RWPA
77
Richard W. Paul & Associates
Novi,
Michigan
| – | -$32.1K | -867 | Closed |
|
|
GIA
78
Goodwin Investment Advisory
Woodstock,
Georgia
| – | -$19.8K | -536 | Closed |
|
79
Bank of America
Charlotte,
North Carolina
| – | -$17.4K | -470 | Closed |
|
80
JP Morgan Chase
New York
| – | -$3K | -91 | Closed |
|
|
GM
81
GeoWealth Management
Chicago,
Illinois
| – | -$2K | -66 | Closed |
|
|
SIC
82
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$2.01K | -55 | Closed |
|
83
Fidelity Investments
Boston,
Massachusetts
| – | -$1.94K | -53 | Closed |
|
|
TRCT
84
Tower Research Capital (TRC)
New York
| – | -$2K | -50 | Closed |
|
|
LFG
85
Larson Financial Group
St Louis,
Missouri
| – | -$666 | -18 | Closed |
|
QQQH Hedge Fund Activity: Q1 2023 in Review
67 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q1 2023, worth a combined $51.2M — down 15% from $60.2M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of QQQH and 13 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 16 added.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $625K. The largest seller was Elevated Capital Advisors, cutting an estimated $2.47M.
- 67 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q1 2023, down from 73 in Q4 2022.
- Funds reported $51.2M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q1 2023, down 15% quarter-over-quarter.
- 13 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q1 2023 and 19 closed out, a net change of -6 holders.
- The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q1 2023 was Carson Wealth (CWM LLC), an estimated $625K added.
- The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q1 2023 was Elevated Capital Advisors, an estimated $2.47M sold.
Based on aggregated 13F filings for Q1 2023.