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QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF

66 hedge funds and large institutions have $62.3M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $56.8M → $62.3M (+$5.53M)

3% more funds holding

Funds holding: 6466 (+2)

1.12% more ownership

Funds ownership: 6.88%8% (+1.1%)

35% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 26

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
17
Reduced
26
Closed
9
Calls
$59K
Puts
Net Calls
+$59K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$7.41M +$2.96M +63,975 +69%
Stifel Financial
2
Stifel Financial
Missouri
$5.49M -$300K -6,491 -5%
LPL Financial
3
LPL Financial
California
$5.03M -$1.03M -22,184 -17%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.01M +$189K +4,093 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.16M -$122K -2,638 -3%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.93M -$61.1K -1,323 -2%
WA
7
Wealthstar Advisors
Texas
$3.1M -$21.6K -468 -0.7%
DFA
8
Davies Financial Advisors
California
$2.38M +$2.33M +50,389 New
PI
9
PFG Investments
New York
$2.36M +$378K +8,171 +20%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.33M -$515K -11,146 -18%
Mariner
11
Mariner
Kansas
$1.54M
GFG
12
Goldstone Financial Group
Illinois
$1.53M +$286K +6,186 +24%
CPL
13
CAP Partners LLC
Tennessee
$1.27M -$18.3K -395 -1%
CPIG
14
Chicago Partners Investment Group
Illinois
$1.12M -$24.1K -521 -2%
RC
15
Rovin Capital
Arizona
$1.04M +$67K +1,451 +7%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$865K +$10.5K +228 +1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$784K -$675K -14,607 -47%
HWM
18
HB Wealth Management
Georgia
$708K -$182K -3,932 -21%
AWM
19
AE Wealth Management
Kansas
$692K -$166K -3,585 -20%
MML Investors Services
20
MML Investors Services
Massachusetts
$672K +$57.6K +1,247 +10%
IA
21
IFP Advisors
Florida
$640K -$43.5K -941 -6%
NS
22
NBC Securities
Alabama
$596K -$8.5K -184 -1%
Jane Street
23
Jane Street
New York
$593K -$81.3K -1,760 -12%
Citadel Advisors
24
Citadel Advisors
Florida
$552K +$122K +2,642 +29%
OC
25
Oppenheimer & Co
New York
$536K +$525K +11,361 New

QQQH Hedge Fund Activity: Q1 2024 in Review

66 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q1 2024, worth a combined $62.3M — up 9.7% from $56.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new QQQH positions and 9 closed out — a net gain of 2 holders — while 17 added to existing stakes and 26 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.96M. The largest seller was LPL Financial, cutting an estimated $1.03M.

  • 66 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q1 2024, up from 64 in Q4 2023.
  • Funds reported $62.3M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q1 2024, up 9.7% quarter-over-quarter.
  • 11 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q1 2024 and 9 closed out, a net change of +2 holders.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $2.96M added.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q1 2024 was LPL Financial, an estimated $1.03M sold.

Based on aggregated 13F filings for Q1 2024.