QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH

Overview Fund Activity

73 hedge funds and large institutions have $60.2M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
15
Reduced
37
Closed
8
Calls
$690K
Puts
$30K
Net Calls
+$660K
Net Calls Change
+$390K

Top Buyers

1
CWM
Collaborative Wealth Management
Florida
$279K
2
OMC
Old Mission Capital
Illinois
$803K
3
MCC
Money Concepts Capital
Florida
$203K
4
Stifel Financial
Stifel Financial
Missouri
$2.97M
5
UBS Group
UBS Group
Switzerland
$86.4K

Top Sellers

1
LPL Financial
LPL Financial
California
$8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.07M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.77M
4
Morgan Stanley
Morgan Stanley
New York
$2.29M
5
1W
1776 Wealth
Georgia
$920K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$8M -$2.27M -61,261 -22%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.77M -$2.14M -57,950 -27%
ECA
3
Elevated Capital Advisors
Utah
$4.55M -$93.4K -2,524 -2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$4M -$808K -21,840 -17%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.07M -$2.17M -58,750 -41%
Stifel Financial
6
Stifel Financial
Missouri
$2.97M +$185K +4,989 +7%
WA
7
Wealthstar Advisors
Texas
$2.48M +$35.8K +967 +1%
Morgan Stanley
8
Morgan Stanley
New York
$2.29M -$2.12M -57,351 -48%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.06M +$80.4K +2,171 +4%
CPIG
10
Chicago Partners Investment Group
Illinois
$1.98M -$150K -3,811 -7%
DWM
11
Darwin Wealth Management
Florida
$1.6M -$127K -3,320 -7%
CA
12
Cetera Advisors
Colorado
$1.55M -$127K -3,439 -8%
IA
13
IFP Advisors
Florida
$1.39M -$475K -9,415 -25%
RC
14
Rovin Capital
Arizona
$1.08M -$12.1K -327 -1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.08M -$26.9K -726 -2%
HWM
16
HB Wealth Management
Georgia
$1.02M +$111 +3 +0%
LCWP
17
Legacy Capital Wealth Partners
Arkansas
$957K +$54.6K +1,477 +6%
1W
18
1776 Wealth
Georgia
$920K -$1.27M -34,367 -58%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$838K -$354K -9,562 -30%
OMC
20
Old Mission Capital
Illinois
$803K +$216K +5,848 +37%
AWS
21
Atria Wealth Solutions
New York
$770K -$659K -17,817 -46%
MWM
22
Meridian Wealth Management
Kentucky
$663K -$108K -2,907 -14%
AWM
23
Apollon Wealth Management
South Carolina
$609K -$459K -12,411 -43%
HVM
24
Harvest Volatility Management
Connecticut
$606K – – –
Jane Street
25
Jane Street
New York
$589K -$359K -9,696 -38%
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