NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
97 hedge funds and large institutions have $164M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 19 closing their positions.
111% more call options, than puts
Call options by funds: $690K | Put options by funds: $327K
31% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 29
5% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 19
1.01% less ownership
Funds ownership: 10.71% → 9.7% (-1%)
2% less funds holding
Funds holding: 99 → 97 (-2)
7% less capital invested
Capital invested by funds: $176M → $164M (-$11.7M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
+$20M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.78M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.7M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.42M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIG
Spinnaker Investment Group
Newport Beach,
California
|
-$16.9M |
| 2 |
CP
Castleview Partners
Dallas,
Texas
|
-$12.3M |
| 3 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$8.34M |
| 4 |
Morgan Stanley
New York
|
-$1.99M |
| 5 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$1.23M |
QQQH Hedge Fund Activity: Q1 2022 in Review
97 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q1 2022, worth a combined $164M — down 6.7% from $176M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new QQQH positions and 19 closed out — a net gain of 1 holder — while 38 added to existing stakes and 29 trimmed.
The largest buyer was HB Wealth Management, opening a new position worth an estimated $20M. The largest seller was Spinnaker Investment Group, cutting an estimated $16.9M.
- 97 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q1 2022, down from 99 in Q4 2021.
- Funds reported $164M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q1 2022, down 6.7% quarter-over-quarter.
- 20 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q1 2022 and 19 closed out, a net change of +1 holder.
- The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q1 2022 was HB Wealth Management, an estimated $20M added.
- The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q1 2022 was Spinnaker Investment Group, an estimated $16.9M sold.
Based on aggregated 13F filings for Q1 2022.