We are live on ! Find out more
QQQH

NEOS Nasdaq-100 Hedged Equity Income ETF

63 hedge funds and large institutions have $62.2M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.37% more ownership

Funds ownership: 8%8.37% (+0.37%)

0% less capital invested

Capital invested by funds: $62.3M → $62.2M (-$102K)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

5% less funds holding

Funds holding: 6663 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
20
Reduced
21
Closed
10
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
-$51K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$11.3M +$3.23M +67,566 +43%
Stifel Financial
2
Stifel Financial
Missouri
$6.04M +$167K +3,488 +3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.81M -$513K -10,740 -10%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.17M -$254K -5,309 -6%
LPL Financial
5
LPL Financial
California
$4.15M -$1.15M -24,153 -23%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.96M -$221K -4,626 -6%
PI
7
PFG Investments
New York
$2.64M +$115K +2,416 +5%
GFG
8
Goldstone Financial Group
Illinois
$2.37M +$699K +14,639 +45%
DFA
9
Davies Financial Advisors
California
$2.33M -$195K -4,091 -8%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.85M -$606K -12,690 -26%
Mariner
11
Mariner
Kansas
$1.64M
CPL
12
CAP Partners LLC
Tennessee
$1.3M -$51.5K -1,077 -4%
CPIG
13
Chicago Partners Investment Group
Illinois
$1.19M +$11.1K +232 +1%
RC
14
Rovin Capital
Arizona
$1.1M -$7.93K -166 -0.8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$872K +$33.3K +697 +4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$871K -$49.9K -1,044 -6%
MML Investors Services
17
MML Investors Services
Massachusetts
$762K +$42.4K +887 +6%
AWM
18
AE Wealth Management
Kansas
$757K +$16.7K +349 +2%
TA
19
TPG Advisors
Illinois
$618K +$586K +12,254 New
AWS
20
Atria Wealth Solutions
New York
$612K +$180K +3,764 +45%
Citadel Advisors
21
Citadel Advisors
Florida
$501K -$84.8K -1,774 -15%
ASN
22
Advisory Services Network
Georgia
$457K +$8.22K +172 +2%
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$454K -$80.6K -1,687 -16%
BWA
24
Beam Wealth Advisors
Louisiana
$434K -$1.77K -37 -0.4%
SFG
25
Sovereign Financial Group
Connecticut
$424K +$2.15K +45 +0.5%

QQQH Hedge Fund Activity: Q2 2024 in Review

63 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) for Q2 2024, worth a combined $62.2M — down 0.16% from $62.3M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of QQQH and 7 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 20 added.

The largest buyer was Susquehanna International Group, adding an estimated $3.23M. The largest seller was Wealthstar Advisors, exiting entirely with an estimated $3.1M sold.

  • 63 institutional investors held NEOS Nasdaq-100 Hedged Equity Income ETF (QQQH) as of Q2 2024, down from 66 in Q1 2024.
  • Funds reported $62.2M of NEOS Nasdaq-100 Hedged Equity Income ETF stock for Q2 2024, down 0.16% quarter-over-quarter.
  • 7 funds opened new NEOS Nasdaq-100 Hedged Equity Income ETF positions in Q2 2024 and 10 closed out, a net change of -3 holders.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $3.23M added.
  • The largest NEOS Nasdaq-100 Hedged Equity Income ETF seller in Q2 2024 was Wealthstar Advisors, an estimated $3.1M sold.

Based on aggregated 13F filings for Q2 2024.