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QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH

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

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

210% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 10

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

80% more capital invested

Capital invested by funds: $61.5M → $111M (+$49.2M)

40% more funds holding

Funds holding: 52 → 73 (+21)

0.36% more ownership

Funds ownership: 7.94% → 8.29% (+0.36%)

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

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$8.46M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.65M
3
HAS
HBW Advisory Services
California
+$3.23M
4
WA
Wealthstar Advisors
Texas
+$3.15M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.67M

Top Sellers

Rank Fund Capital Flow
1
WAP
Wealthcare Advisory Partners
Pennsylvania
-$703K
2
DAS
Dynamic Advisor Solutions
Arizona
-$633K
3
OMC
Old Mission Capital
Illinois
-$535K
4
BSW
Buckingham Strategic Wealth
Missouri
-$362K
5
Jane Street
Jane Street
New York
-$258K
Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
1
HBW Advisory Services
California
$13.5M +$3.23M +56,788 +30%
LPL Financial
2
LPL Financial
California
$10.8M +$8.46M +148,750 +309%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$6.85M +$1.21M +21,369 +21%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.17M +$3.65M +64,160 +133%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.97M +$1.57M +27,548 +34%
ECA
6
Elevated Capital Advisors
Utah
$5.88M +$6.09M +107,125 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.26M +$760K +13,372 +16%
CPIG
8
Chicago Partners Investment Group
Illinois
$3.31M +$666K +11,718 +25%
WA
9
Wealthstar Advisors
Texas
$3.05M +$3.15M +55,458 New
HH
10
Hilltop Holdings
Texas
$2.84M +$2M +35,249 +214%
AWM
11
Apollon Wealth Management
South Carolina
$2.71M +$3.41K +60 +0.1%
Renaissance Technologies
12
Renaissance Technologies
New York
$2.58M +$2.67M +46,973 New
LCWP
13
Legacy Capital Wealth Partners
Arkansas
$2.42M +$1.25M +21,911 New
DWM
14
Darwin Wealth Management
Florida
$2.4M +$837K +14,716 +51%
RC
15
Rovin Capital
Arizona
$2.36M +$2.45M +43,023 New
1W
16
1776 Wealth
Georgia
$2.26M -$256K -4,509 -10%
SWA
17
SFMG Wealth Advisors
Texas
$2.12M +$2.2M +38,635 New
SHWM
18
Silicon Hills Wealth Management
Texas
$2M -$176K -3,092 -8%
Cerity Partners
19
Cerity Partners
New York
$1.71M +$173K +3,036 +11%
BRWM
20
B. Riley Wealth Management
Tennessee
$1.67M +$1.73M +30,358 New
CA
21
Cetera Advisors
Colorado
$1.59M +$527K +9,264 +47%
AAS
22
Avantax Advisory Services
Texas
$1.33M +$580K +10,207 +72%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.2M +$8.93K +157 +0.7%
Stifel Financial
24
Stifel Financial
Missouri
$1.19M +$1.23M +21,632 New
SCM
25
Southport Capital Management
Tennessee
$1.13M -$28.3K -497 -2%
1
2 3 4

QQQH Hedge Fund Activity: Q3 2021 in Review

73 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q3 2021, worth a combined $111M — up 80% from $61.5M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new QQQH positions and 8 closed out — a net gain of 21 holders — while 31 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.46M. The largest seller was Wealthcare Advisory Partners, exiting entirely with an estimated $703K sold.

  • 73 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q3 2021, up from 52 in Q2 2021.
  • Funds reported $111M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q3 2021, up 80% quarter-over-quarter.
  • 29 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q3 2021 and 8 closed out, a net change of +21 holders.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q3 2021 was LPL Financial, an estimated $8.46M added.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q3 2021 was Wealthcare Advisory Partners, an estimated $703K sold.

Based on aggregated 13F filings for Q3 2021.