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QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF

71 hedge funds and large institutions have $57.5M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,050% more call options, than puts

Call options by funds: $123K | Put options by funds: $2K

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $51.2M → $57.5M (+$6.31M)

6% more funds holding

Funds holding: 6771 (+4)

0.01% less ownership

Funds ownership: 6.35%6.34% (-0.01%)

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
23
Reduced
28
Closed
6
Calls
$123K
Puts
$2K
Net Calls
+$121K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.62M -$858K -21,143 -11%
Stifel Financial
2
Stifel Financial
Missouri
$4.91M +$772K +19,025 +20%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.8M -$770K -18,971 -15%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.24M +$86.7K +2,135 +2%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.01M -$288K -7,100 -7%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.99M +$147K +3,614 +5%
WA
7
Wealthstar Advisors
Texas
$2.85M -$54.1K -1,332 -2%
Morgan Stanley
8
Morgan Stanley
New York
$2.28M +$188K +4,628 +10%
PI
9
PFG Investments
New York
$1.77M +$31.1K +765 +2%
CA
10
Cetera Advisors
Colorado
$1.59M -$33.8K -833 -2%
Jane Street
11
Jane Street
New York
$1.35M +$588K +14,495 +86%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.26M -$4.1K -101 -0.3%
CPIG
13
Chicago Partners Investment Group
Illinois
$1.13M -$583K -14,372 -35%
HWM
14
HB Wealth Management
Georgia
$1.07M -$107K -2,638 -10%
RC
15
Rovin Capital
Arizona
$1.05M +$16.4K +403 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$886K -$73.2K -1,803 -8%
GFG
17
Goldstone Financial Group
Illinois
$848K +$458K +11,272 +134%
Cerity Partners
18
Cerity Partners
New York
$691K +$1.75K +43 +0.3%
MWM
19
Meridian Wealth Management
Kentucky
$632K -$86.4K -2,129 -13%
APWA
20
Atlas Private Wealth Advisors
New Jersey
$567K +$173K +4,259 +48%
HVM
21
Harvest Volatility Management
Connecticut
$567K -$131K -3,215 -20%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$551K +$36.7K +904 +8%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$467K +$155K +3,827 +55%
OMC
24
Old Mission Capital
Illinois
$448K -$233K -5,746 -36%
BWA
25
Beam Wealth Advisors
Louisiana
$430K -$32K -788 -7%

QQQH Hedge Fund Activity: Q2 2023 in Review

71 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q2 2023, worth a combined $57.5M — up 12% from $51.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new QQQH positions and 6 closed out — a net gain of 5 holders — while 23 added to existing stakes and 28 trimmed.

The largest buyer was Stifel Financial, adding an estimated $772K. The largest seller was Elevated Capital Advisors, cutting an estimated $1.98M.

  • 71 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q2 2023, up from 67 in Q1 2023.
  • Funds reported $57.5M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q2 2023, up 12% quarter-over-quarter.
  • 11 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q2 2023 and 6 closed out, a net change of +5 holders.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q2 2023 was Stifel Financial, an estimated $772K added.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q2 2023 was Elevated Capital Advisors, an estimated $1.98M sold.

Based on aggregated 13F filings for Q2 2023.