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QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF

64 hedge funds and large institutions have $56.8M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $51.3M → $56.8M (+$5.44M)

8% more funds holding

Funds holding: 5964 (+5)

0.43% more ownership

Funds ownership: 6.45%6.88% (+0.43%)

52% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 31

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
15
Reduced
31
Closed
7
Calls
$83K
Puts
Net Calls
+$83K
Net Calls Change
+$141K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.77M -$466K -10,994 -8%
Stifel Financial
2
Stifel Financial
Missouri
$5.5M +$216K +5,091 +4%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.57M +$35.6K +841 +0.8%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.16M +$3.02M +71,400 +332%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.06M -$284K -6,709 -7%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.78M -$424K -10,008 -11%
WA
7
Wealthstar Advisors
Texas
$2.96M -$9.91K -234 -0.4%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.71M -$530K -12,504 -17%
PI
9
PFG Investments
New York
$1.87M -$3.81K -90 -0.2%
Mariner
10
Mariner
Kansas
$1.46M -$421K -9,950 -23%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.4M -$40.4K -954 -3%
CPL
12
CAP Partners LLC
Tennessee
$1.22M +$1.16M +27,341 New
GFG
13
Goldstone Financial Group
Illinois
$1.17M -$104K -2,457 -9%
CPIG
14
Chicago Partners Investment Group
Illinois
$1.15M -$25K -590 -2%
RC
15
Rovin Capital
Arizona
$924K -$25.1K -593 -3%
HWM
16
HB Wealth Management
Georgia
$848K -$2.12K -50 -0.3%
AWM
17
AE Wealth Management
Kansas
$840K +$298K +7,031 +63%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$811K -$102K -2,416 -12%
IA
19
IFP Advisors
Florida
$649K +$163K +3,840 +36%
Morgan Stanley
20
Morgan Stanley
New York
$643K -$3.3K -78 -0.5%
Jane Street
21
Jane Street
New York
$642K -$1.13M -26,602 -65%
HVM
22
Harvest Volatility Management
Connecticut
$589K +$557K +13,155 New
MML Investors Services
23
MML Investors Services
Massachusetts
$581K +$59K +1,392 +12%
NS
24
NBC Securities
Alabama
$573K -$21.3K -504 -4%
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$538K -$33.5K -790 -6%

QQQH Hedge Fund Activity: Q4 2023 in Review

64 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q4 2023, worth a combined $56.8M — up 11% from $51.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new QQQH positions and 7 closed out — a net gain of 5 holders — while 15 added to existing stakes and 31 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $3.02M. The largest seller was Cetera Advisors, exiting entirely with an estimated $1.47M sold.

  • 64 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q4 2023, up from 59 in Q3 2023.
  • Funds reported $56.8M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 12 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q4 2023 and 7 closed out, a net change of +5 holders.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $3.02M added.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q4 2023 was Cetera Advisors, an estimated $1.47M sold.

Based on aggregated 13F filings for Q4 2023.