QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH

Overview Fund Activity

73 hedge funds and large institutions have $111M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 31 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+21
Holders Change %
+40.38%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
29
Increased
31
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$10.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.17M
3
HAS
HBW Advisory Services
California
$13.5M
4
WA
Wealthstar Advisors
Texas
$3.05M
5
Renaissance Technologies
Renaissance Technologies
New York
$2.58M

Top Sellers

1
WAP
Wealthcare Advisory Partners
Pennsylvania
$0
2
DAS
Dynamic Advisor Solutions
Arizona
$0
3
OMC
Old Mission Capital
Illinois
$0
4
BSW
Buckingham Strategic Wealth
Missouri
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HAS
1
HBW Advisory Services
California
$13.5M +$3.12M +56,788 +30%
LPL Financial
2
LPL Financial
California
$10.8M +$8.17M +148,750 +309%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$6.85M +$1.17M +21,369 +21%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.17M +$3.52M +64,160 +133%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.97M +$1.51M +27,548 +34%
ECA
6
Elevated Capital Advisors
Utah
$5.88M +$5.88M +107,125 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.26M +$734K +13,372 +16%
CPIG
8
Chicago Partners Investment Group
Illinois
$3.31M +$661K +11,718 +25%
WA
9
Wealthstar Advisors
Texas
$3.05M +$3.05M +55,458 New
HH
10
Hilltop Holdings
Texas
$2.84M +$1.94M +35,249 +214%
AWM
11
Apollon Wealth Management
South Carolina
$2.71M +$3.3K +60 +0.1%
Renaissance Technologies
12
Renaissance Technologies
New York
$2.58M +$2.58M +46,973 New
LCWP
13
Legacy Capital Wealth Partners
Arkansas
$2.42M +$2.42M +21,911 New
DWM
14
Darwin Wealth Management
Florida
$2.4M +$808K +14,716 +51%
RC
15
Rovin Capital
Arizona
$2.36M +$2.36M +43,023 New
1W
16
1776 Wealth
Georgia
$2.26M -$248K -4,509 -10%
SWA
17
SFMG Wealth Advisors
Texas
$2.12M +$2.12M +38,635 New
SHWM
18
Silicon Hills Wealth Management
Texas
$2M -$170K -3,092 -8%
Cerity Partners
19
Cerity Partners
New York
$1.71M +$167K +3,036 +11%
BRWM
20
B. Riley Wealth Management
Tennessee
$1.67M +$1.67M +30,358 New
CA
21
Cetera Advisors
Colorado
$1.59M +$509K +9,264 +47%
AAS
22
Avantax Advisory Services
Texas
$1.33M +$560K +10,207 +72%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.2M +$8.62K +157 +0.7%
Stifel Financial
24
Stifel Financial
Missouri
$1.19M +$1.19M +21,632 New
SCM
25
Southport Capital Management
Tennessee
$1.13M -$27.3K -497 -2%
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