We are live on ! Find out more
QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF

59 hedge funds and large institutions have $51.3M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

0.11% more ownership

Funds ownership: 6.34%6.45% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less capital invested

Capital invested by funds: $57.5M → $51.3M (-$6.18M)

17% less funds holding

Funds holding: 7159 (-12)

36% less call options, than puts

Call options by funds: $101K | Put options by funds: $159K

65% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 17

Holders
59
Holders Change
-12
Holders Change %
-16.9%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
23
Reduced
21
Closed
17
Calls
$101K
Puts
$159K
Net Calls
-$58K
Net Calls Change
-$179K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.63M -$1.58M -37,155 -21%
Stifel Financial
2
Stifel Financial
Missouri
$4.74M +$162K +3,830 +3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.08M +$120K +2,837 +3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.92M -$592K -13,948 -13%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.81M +$1.06M +25,067 +36%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.94M -$843K -19,877 -21%
WA
7
Wealthstar Advisors
Texas
$2.67M +$3.05K +72 +0.1%
Mariner
8
Mariner
Kansas
$1.71M +$1.8M +42,550 New
PI
9
PFG Investments
New York
$1.69M +$35.4K +834 +2%
Jane Street
10
Jane Street
New York
$1.65M +$405K +9,549 +30%
CA
11
Cetera Advisors
Colorado
$1.47M -$10.5K -247 -0.7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.3M +$122K +2,881 +10%
GFG
13
Goldstone Financial Group
Illinois
$1.15M +$378K +8,908 +45%
CPIG
14
Chicago Partners Investment Group
Illinois
$1.02M -$34.3K -808 -3%
OMC
15
Old Mission Capital
Illinois
$969K +$579K +13,653 +131%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$866K +$452K +10,662 +98%
RC
17
Rovin Capital
Arizona
$855K -$133K -3,129 -13%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$827K -$1.74K -41 -0.2%
HWM
19
HB Wealth Management
Georgia
$765K -$248K -5,853 -24%
Citadel Advisors
20
Citadel Advisors
Florida
$626K +$240K +5,663 +57%
Morgan Stanley
21
Morgan Stanley
New York
$581K -$1.63M -38,500 -73%
NS
22
NBC Securities
Alabama
$536K +$565K +13,315 New
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$515K
APWA
24
Atlas Private Wealth Advisors
New Jersey
$506K -$25.7K -605 -5%
MML Investors Services
25
MML Investors Services
Massachusetts
$467K +$144K +3,392 +41%

QQQH Hedge Fund Activity: Q3 2023 in Review

59 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q3 2023, worth a combined $51.3M — down 11% from $57.5M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of QQQH and 6 opened new positions — a net loss of 11 holders — while 21 trimmed existing stakes and 23 added.

The largest buyer was Mariner, opening a new position worth an estimated $1.8M. The largest seller was Morgan Stanley, cutting an estimated $1.63M.

  • 59 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q3 2023, down from 71 in Q2 2023.
  • Funds reported $51.3M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q3 2023, down 11% quarter-over-quarter.
  • 6 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q3 2023 and 17 closed out, a net change of -11 holders.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q3 2023 was Mariner, an estimated $1.8M added.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q3 2023 was Morgan Stanley, an estimated $1.63M sold.

Based on aggregated 13F filings for Q3 2023.