QQQI icon

NEOS Nasdaq 100 High Income ETF

68 hedge funds and large institutions have $73M invested in NEOS Nasdaq 100 High Income ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 29 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+21
Holders Change %
+44.68%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
28
Increased
29
Reduced
7
Closed
6
Calls
$372K
Puts
$958K
Net Calls
-$586K
Net Calls Change
-$586K
Name Holding Trade Value Shares
Change
Shares
Change %
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 +$443K +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 +$96.3K +1,838 +37%
CA
35
Claro Advisors
Massachusetts
$312K +$27.8K +530 +10%
KWM
36
Kingsview Wealth Management
Oregon
$308K +$308K +5,885 New
RWA
37
Redhawk Wealth Advisors
Minnesota
$305K +$8.49K +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 +$231K +4,385 New
RCWM
44
Red Crane Wealth Management
California
$219K +$219K +4,187 New
EM
45
ELCO Management
New York
$209K +$209K +4,000 New
IAIM
46
International Assets Investment Management
Florida
$208K +$208K +3,975 New
AWM
47
Atticus Wealth Management
Florida
$177K +$1.94K +37 +1%
BLC
48
Brown, Lisle/Cummings
Rhode Island
$173K
IA
49
IFP Advisors
Florida
$123K +$123K +2,339 New
PTC
50
Private Trust Company
Ohio
$105K +$105K +2,000 New