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NEOS Nasdaq 100 High Income ETF
QQQI

70 hedge funds and large institutions have $73.3M invested in NEOS Nasdaq 100 High Income ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 29 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 6

314% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 7

121% more capital invested

Capital invested by funds: $33.2M → $73.3M (+$40.1M)

49% more funds holding

Funds holding: 47 → 70 (+23)

3.31% more ownership

Funds ownership: 6.6% → 9.91% (+3.3%)

61% less call options, than puts

Call options by funds: $372K | Put options by funds: $958K

Holders
70
Holders Change
+23
Holders Change %
+48.94%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
29
Reduced
7
Closed
6
Calls
$372K
Puts
$958K
Net Calls
-$586K
Net Calls Change
-$586K

Top Buyers

Rank Fund Capital Flow
1
SHFP
Second Half Financial Partners
Florida
+$19.3M
2
MML Investors Services
MML Investors Services
Massachusetts
+$4.14M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.19M
4
LPL Financial
LPL Financial
California
+$2.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.43M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.93M
2
OMC
Old Mission Capital
Illinois
-$1.26M
3
SFS
Sowell Financial Services
Arkansas
-$857K
4
UBS Group
UBS Group
Switzerland
-$121K
5
HGERS
Householder Group Estate & Retirement Specialist
Arizona
-$73K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
SeaCrest Wealth Management
New York
$508K +$44.5K +850 +10%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$481K +$134K +2,558 +39%
Lido Advisors
28
Lido Advisors
California
$465K +$465K +8,877 New
SA
29
Sanctuary Advisors
Indiana
$443K +$438K +8,371 New
PAG
30
Private Advisor Group
New Jersey
$439K +$439K +8,383 New
WI
31
Westbourne Investments
Virginia
$417K +$417K +7,965 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$406K +$148K +2,828 +57%
CFA
33
Camarda Financial Advisors
Florida
$401K +$12.7K +242 +3%
BWP
34
Balboa Wealth Partners
Arizona
$356K +$96.2K +1,838 +37%
CA
35
Claro Advisors
Massachusetts
$312K +$27.7K +530 +10%
KWM
36
Kingsview Wealth Management
Oregon
$308K +$308K +5,885 New
RWA
37
Redhawk Wealth Advisors
Minnesota
$305K +$8.48K +162 +3%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$304K +$304K +5,803 New
Truist Financial
39
Truist Financial
North Carolina
$281K -$6.91K -132 -2%
CA
40
CoreCap Advisors
Michigan
$270K +$163K +3,119 +154%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$264K +$264K +5,037 New
CFD
42
Creative Financial Designs
Indiana
$250K +$52K +993 +26%
PWM
43
Palacios Wealth Management
Florida
$231K +$230K +4,385 New
IFG
44
Independent Financial Group
California
$228K +$228K +4,346 New
RCWM
45
Red Crane Wealth Management
California
$219K +$219K +4,187 New
EM
46
ELCO Management
New York
$209K +$209K +4,000 New
IAIM
47
International Assets Investment Management
Florida
$208K +$208K +3,975 New
AWM
48
Atticus Wealth Management
Florida
$177K +$1.94K +37 +1%
BLC
49
Brown, Lisle/Cummings
Rhode Island
$173K – – –
IA
50
IFP Advisors
Florida
$123K +$122K +2,339 New
1
2
3 4

QQQI Hedge Fund Activity: Q4 2024 in Review

70 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq 100 High Income ETF (QQQI) for Q4 2024, worth a combined $73.3M — up 121% from $33.2M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new QQQI positions and 6 closed out — a net gain of 24 holders — while 29 added to existing stakes and 7 trimmed.

The largest buyer was Second Half Financial Partners, opening a new position worth an estimated $19.3M. The largest seller was Jane Street, cutting an estimated $1.93M.

  • 70 institutional investors held NEOS Nasdaq 100 High Income ETF (QQQI) as of Q4 2024, up from 47 in Q3 2024.
  • Funds reported $73.3M of NEOS Nasdaq 100 High Income ETF stock for Q4 2024, up 121% quarter-over-quarter.
  • 30 funds opened new NEOS Nasdaq 100 High Income ETF positions in Q4 2024 and 6 closed out, a net change of +24 holders.
  • The largest NEOS Nasdaq 100 High Income ETF buyer in Q4 2024 was Second Half Financial Partners, an estimated $19.3M added.
  • The largest NEOS Nasdaq 100 High Income ETF seller in Q4 2024 was Jane Street, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2024.