NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
99 hedge funds and large institutions have $176M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 51 increasing their positions, 9 reducing their positions, and 6 closing their positions.
467% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 9
450% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 6
389% more call options, than puts
Call options by funds: $997K | Put options by funds: $204K
59% more capital invested
Capital invested by funds: $111M → $176M (+$65.5M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
36% more funds holding
Funds holding: 73 → 99 (+26)
2.42% more ownership
Funds ownership: 8.29% → 10.71% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.1M |
| 3 |
HAS
HBW Advisory Services
Simi Valley,
California
|
+$5.57M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.54M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$1.67M |
| 2 |
IFAM
Institutional & Family Asset Management
Fort Collins,
Colorado
|
-$484K |
| 3 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$482K |
| 4 |
SHWM
Silicon Hills Wealth Management
Austin,
Texas
|
-$394K |
| 5 |
CAGAS
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
-$375K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Citadel Advisors
Miami,
Florida
| – | -$217K | -3,861 | Closed |
|
|
CWA
102
Clearview Wealth Advisors
Salem,
Oregon
| – | -$38K | -695 | Closed |
|
|
AWM
103
Avior Wealth Management
Omaha,
Nebraska
| – | -$12K | -227 | Closed |
|
104
Fidelity Investments
Boston,
Massachusetts
| – | +$56 | +1 | New |
|
|
TRCT
105
Tower Research Capital (TRC)
New York
| – | +$449 | +8 | New |
|
QQQH Hedge Fund Activity: Q4 2021 in Review
99 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q4 2021, worth a combined $176M — up 59% from $111M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new QQQH positions and 6 closed out — a net gain of 27 holders — while 51 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $12.3M. The largest seller was Hilltop Holdings, cutting an estimated $1.67M.
- 99 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q4 2021, up from 73 in Q3 2021.
- Funds reported $176M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q4 2021, up 59% quarter-over-quarter.
- 33 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q4 2021 and 6 closed out, a net change of +27 holders.
- The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q4 2021 was Morgan Stanley, an estimated $12.3M added.
- The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q4 2021 was Hilltop Holdings, an estimated $1.67M sold.
Based on aggregated 13F filings for Q4 2021.