QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH

Overview Fund Activity

67 hedge funds and large institutions have $51.2M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 33 reducing their positions, and 19 closing their positions.

Holders
67
Holders Change
-6
Holders Change %
-8.22%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
16
Reduced
33
Closed
19
Calls
$92K
Puts
$2K
Net Calls
+$90K
Net Calls Change
-$570K

Top Buyers

1
PI
1
PFG Investments
New York
$1.58M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$643K
3
Stifel Financial
3
Stifel Financial
Missouri
$3.73M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.78M
5
CA
5
Clearstead Advisors
Ohio
$520K

Top Sellers

1
ECA
1
Elevated Capital Advisors
Utah
$2.29M
2
DWM
2
Darwin Wealth Management
Florida
$0
3
IA
3
IFP Advisors
Florida
$399K
4
LCWP
4
Legacy Capital Wealth Partners
Arkansas
$0
5
LPL Financial
5
LPL Financial
California
$7.78M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$7.78M 396,068 -36,458 -8%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.93M 200,077 -16,029 -7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.78M 192,371 +26,586 +16%
Stifel Financial
4
Stifel Financial
Missouri
$3.73M 189,603 +29,300 +18%
WA
5
Wealthstar Advisors
Texas
$2.65M 135,052 +1,121 +0.8%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.59M 131,586 +20,179 +18%
ECA
7
Elevated Capital Advisors
Utah
$2.29M 116,340 -129,378 -53%
Morgan Stanley
8
Morgan Stanley
New York
$1.9M 96,597 -27,270 -22%
CPIG
9
Chicago Partners Investment Group
Illinois
$1.59M 81,272 -18,838 -19%
PI
10
PFG Investments
New York
$1.58M 80,523 +80,523 New
CA
11
Cetera Advisors
Colorado
$1.48M 75,257 -8,572 -10%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.15M 58,771 +571 +1%
HWM
13
HB Wealth Management
Georgia
$1.08M 54,948 +5 +0%
RC
14
Rovin Capital
Arizona
$941K 47,868 -10,603 -18%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$878K 44,705 -571 -1%
1W
16
1776 Wealth
Georgia
$738K 37,576 -12,142 -24%
Jane Street
17
Jane Street
New York
$663K 33,755 +1,933 +6%
MWM
18
Meridian Wealth Management
Kentucky
$660K 33,585 -2,236 -6%
HVM
19
Harvest Volatility Management
Connecticut
$643K 32,739 – –
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$643K 32,710 +32,710 New
OMC
21
Old Mission Capital
Illinois
$634K 32,273 -11,148 -26%
Cerity Partners
22
Cerity Partners
New York
$628K 31,970 +166 +0.5%
AWS
23
Atria Wealth Solutions
New York
$540K 27,500 -14,131 -34%
CA
24
Clearstead Advisors
Ohio
$520K 26,480 +26,480 New
CW
25
CreativeOne Wealth
Kansas
$520K 26,449 -1,968 -7%
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