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QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF

23 hedge funds and large institutions have $26.3M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 1

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

120% more capital invested

Capital invested by funds: $11.9M → $26.3M (+$14.3M)

77% more funds holding

Funds holding: 1323 (+10)

1.28% more ownership

Funds ownership: 8.66%9.93% (+1.3%)

Holders
23
Holders Change
+10
Holders Change %
+76.92%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
10
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1
Belpointe Asset Management
Nevada
$7.51M +$7.92M +145,508 New
HAS
2
HBW Advisory Services
California
$2.74M +$2.66M +48,933 +1,194%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.47M +$528K +9,712 +25%
ECA
4
Elevated Capital Advisors
Utah
$2.38M -$32.8K -602 -1%
1W
5
1776 Wealth
Georgia
$2.25M +$106K +1,953 +5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.83M +$355K +6,529 +23%
CPIG
7
Chicago Partners Investment Group
Illinois
$1.81M +$511K +9,393 +38%
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.29M +$507K +9,314 +59%
PFS
9
Prospera Financial Services
Texas
$924K +$974K +17,898 New
CA
10
Cetera Advisors
Colorado
$924K +$974K +17,899 New
PTP
11
Platform Technology Partners
New York
$538K +$1.9K +35 +0.3%
KPWS
12
Kestra Private Wealth Services
Texas
$321K +$338K +6,219 New
Osaic Holdings
13
Osaic Holdings
Arizona
$305K +$295K +5,415 +1,083%
Jane Street
14
Jane Street
New York
$260K +$274K +5,043 New
OC
15
Oppenheimer & Co
New York
$207K +$218K +4,000 New
NFG
16
Next Financial Group
Texas
$119K +$126K +2,310 New
AF
17
Advisornet Financial
Minnesota
$105K +$38K +699 +52%
APA
18
American Portfolios Advisors
New York
$84K +$10.9K +200 +14%
IFAM
19
Institutional & Family Asset Management
Colorado
$72K +$76.2K +1,400 New
Morgan Stanley
20
Morgan Stanley
New York
$52K +$54.4K +1,000 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$29K +$30.4K +558 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$26K +$27.2K +500 New
UBS Group
23
UBS Group
Switzerland
$2K +$2.01K +37 New
SPC
24
Sigma Planning Corp
Michigan
-$202K -3,711 Closed

QQQH Hedge Fund Activity: Q3 2020 in Review

23 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q3 2020, worth a combined $26.3M — up 120% from $11.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new QQQH positions and 2 closed out — a net gain of 10 holders — while 10 added to existing stakes and 1 trimmed.

The largest buyer was Belpointe Asset Management, opening a new position worth an estimated $7.92M. The largest seller was Sigma Planning Corp, exiting entirely with an estimated $202K sold.

  • 23 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q3 2020, up from 13 in Q2 2020.
  • Funds reported $26.3M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q3 2020, up 120% quarter-over-quarter.
  • 12 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q3 2020 and 2 closed out, a net change of +10 holders.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q3 2020 was Belpointe Asset Management, an estimated $7.92M added.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q3 2020 was Sigma Planning Corp, an estimated $202K sold.

Based on aggregated 13F filings for Q3 2020.