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QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF

47 hedge funds and large institutions have $58.6M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

81% more capital invested

Capital invested by funds: $32.4M → $58.6M (+$26.2M)

38% more funds holding

Funds holding: 3447 (+13)

4.73% more ownership

Funds ownership: 10.34%15.06% (+4.7%)

Holders
47
Holders Change
+13
Holders Change %
+38.24%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
21
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECA
1
Elevated Capital Advisors
Utah
$7.31M +$4.89M +88,941 +206%
HAS
2
HBW Advisory Services
California
$7.06M +$2.1M +38,314 +41%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.15M +$2.24M +40,688 +74%
DAS
4
Dynamic Advisor Solutions
Arizona
$3.48M +$3.57M +64,918 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.33M +$857K +15,609 +34%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.69M +$1.16M +21,102 +73%
CPIG
7
Chicago Partners Investment Group
Illinois
$2.55M +$605K +11,022 +32%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.51M +$2.54M +46,324 +9,265%
AWM
9
Apollon Wealth Management
South Carolina
$2.4M +$2.46M +44,766 New
1W
10
1776 Wealth
Georgia
$2.36M +$36.1K +657 +2%
SHWM
11
Silicon Hills Wealth Management
Texas
$1.95M +$1.37M +24,992 +221%
LPL Financial
12
LPL Financial
California
$1.77M +$1.61M +29,289 +796%
Cerity Partners
13
Cerity Partners
New York
$1.54M +$331K +6,030 +27%
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.09M -$259K -4,720 -19%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.07M +$546K +9,941 +100%
RJA
16
Raymond James & Associates
Florida
$961K -$3.19K -58 -0.3%
PFS
17
Prospera Financial Services
Texas
$930K
SCM
18
Southport Capital Management
Tennessee
$907K +$929K +16,902 New
HH
19
Hilltop Holdings
Texas
$885K +$679K +12,359 +299%
HVM
20
Harvest Volatility Management
Connecticut
$878K -$153K -2,780 -15%
LCWP
21
Legacy Capital Wealth Partners
Arkansas
$754K +$21.5K +392 +3%
CA
22
Cetera Advisors
Colorado
$737K -$116K -2,110 -13%
SWM
23
Spire Wealth Management
Virginia
$687K +$707K +12,869 New
Creative Planning
24
Creative Planning
Kansas
$539K +$13.7K +250 +3%
IFAM
25
Institutional & Family Asset Management
Colorado
$472K +$60.3K +1,097 +14%

QQQH Hedge Fund Activity: Q1 2021 in Review

47 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q1 2021, worth a combined $58.6M — up 81% from $32.4M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new QQQH positions and 1 closed out — a net gain of 14 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was Sugarloaf Wealth Management, opening a new position worth an estimated $21.4M. The largest seller was Jane Street, exiting entirely with an estimated $566K sold.

  • 47 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q1 2021, up from 34 in Q4 2020.
  • Funds reported $58.6M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q1 2021, up 81% quarter-over-quarter.
  • 15 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q1 2021 and 1 closed out, a net change of +14 holders.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q1 2021 was Sugarloaf Wealth Management, an estimated $21.4M added.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q1 2021 was Jane Street, an estimated $566K sold.

Based on aggregated 13F filings for Q1 2021.