NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
47 hedge funds and large institutions have $58.8M 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.
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: 1 → 2 (+1)
81% more capital invested
Capital invested by funds: $32.4M → $58.8M (+$26.4M)
38% more funds holding
Funds holding: 34 → 47 (+13)
4.73% more ownership
Funds ownership: 10.34% → 15.06% (+4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$21.4M |
| 2 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$4.89M |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$3.57M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.54M |
| 5 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$2.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$566K |
| 2 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$259K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$234K |
| 4 |
HVM
Harvest Volatility Management
Norwalk,
Connecticut
|
-$153K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$116K |
QQQH Hedge Fund Activity: Q1 2021 in Review
47 of the 5,711 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 $58.8M — 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 $58.8M 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.