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QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF

34 hedge funds and large institutions have $32.4M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

48% more funds holding

Funds holding: 2334 (+11)

24% more capital invested

Capital invested by funds: $26.3M → $32.4M (+$6.18M)

0.4% more ownership

Funds ownership: 9.93%10.34% (+0.4%)

Holders
34
Holders Change
+11
Holders Change %
+47.83%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
11
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAS
1
HBW Advisory Services
California
$5.13M +$2.16M +40,252 +76%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.04M +$395K +7,366 +15%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.56M +$589K +10,998 +31%
1W
4
1776 Wealth
Georgia
$2.38M -$12.7K -237 -0.5%
ECA
5
Elevated Capital Advisors
Utah
$2.38M -$93.7K -1,748 -4%
CPIG
6
Chicago Partners Investment Group
Illinois
$1.94M +$21.9K +408 +1%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.59M +$1.24M +23,079 +390%
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.37M
Cerity Partners
9
Cerity Partners
New York
$1.24M +$1.21M +22,607 New
HVM
10
Harvest Volatility Management
Connecticut
$1.05M +$1.03M +19,150 New
RJA
11
Raymond James & Associates
Florida
$989K +$963K +17,974 New
PFS
12
Prospera Financial Services
Texas
$954K -$29.6K -553 -3%
CA
13
Cetera Advisors
Colorado
$871K -$110K -2,059 -12%
LCWP
14
Legacy Capital Wealth Partners
Arkansas
$752K +$732K +13,668 New
SHWM
15
Silicon Hills Wealth Management
Texas
$621K +$605K +11,285 New
Jane Street
16
Jane Street
New York
$566K +$281K +5,242 +104%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$546K +$532K +9,932 New
Creative Planning
18
Creative Planning
Kansas
$539K +$525K +9,794 New
PTP
19
Platform Technology Partners
New York
$518K -$53.6K -1,000 -10%
PAG
20
Private Advisor Group
New Jersey
$518K +$505K +9,417 New
IFAM
21
Institutional & Family Asset Management
Colorado
$424K +$338K +6,300 +450%
OC
22
Oppenheimer & Co
New York
$360K +$137K +2,550 +64%
BSW
23
Buckingham Strategic Wealth
Missouri
$354K +$345K +6,431 New
KPWS
24
Kestra Private Wealth Services
Texas
$345K +$2.84K +53 +0.9%
SFS
25
Sowell Financial Services
Arkansas
$275K +$268K +5,007 New

QQQH Hedge Fund Activity: Q4 2020 in Review

34 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q4 2020, worth a combined $32.4M — up 24% from $26.3M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new QQQH positions and 3 closed out — a net gain of 11 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was HBW Advisory Services, adding an estimated $2.16M. The largest seller was Belpointe Asset Management, cutting an estimated $7.63M.

  • 34 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q4 2020, up from 23 in Q3 2020.
  • Funds reported $32.4M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q4 2020, up 24% quarter-over-quarter.
  • 14 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q4 2020 and 3 closed out, a net change of +11 holders.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q4 2020 was HBW Advisory Services, an estimated $2.16M added.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q4 2020 was Belpointe Asset Management, an estimated $7.63M sold.

Based on aggregated 13F filings for Q4 2020.