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 %
MA
51
Montag & Associates
Georgia
$97.8K +$5.87K +112 +6%
Wells Fargo
52
Wells Fargo
California
$65.5K +$49.7K +950 +316%
SWM
53
Spire Wealth Management
Virginia
$52.5K +$52.5K +1,003 New
UBS Group
54
UBS Group
Switzerland
$41.9K -$121K -2,314 -74%
CIA
55
Cape Investment Advisory
Georgia
$33.1K +$995 +19 +3%
AF
56
Advisornet Financial
Minnesota
$29.5K +$29.5K +564 New
Morgan Stanley
57
Morgan Stanley
New York
$26.1K -$105 -2 -0.4%
Osaic Holdings
58
Osaic Holdings
Arizona
$9.95K +$9.95K +190 New
HI
59
Harbour Investments
Wisconsin
$8.64K +$8.64K +165 New
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$5K -$217 -4 -4%
FFA
61
Farther Finance Advisors
California
$3.46K +$2.72K +52 +371%
AWM
62
AE Wealth Management
Kansas
$3K +$3K +57 New
POIA
63
Pin Oak Investment Advisors
Texas
$3K
GRP
64
Global Retirement Partners
California
$2.56K +$157 +3 +7%
Simplex Trading
65
Simplex Trading
Illinois
$2K +$2K +47 New
PWMG
66
Prestige Wealth Management Group
New Jersey
$530
AF
67
Allworth Financial
California
$347 +$347 +6 New
DFA
68
DHJJ Financial Advisors
Illinois
$262
SFS
69
Sowell Financial Services
Arkansas
-$857K -16,694 Closed
HGERS
70
Householder Group Estate & Retirement Specialist
Arizona
-$73K -1,436 Closed
GWS
71
Glassman Wealth Services
Virginia
-$13.3K -260 Closed
TRCT
72
Tower Research Capital (TRC)
New York
-$9.6K -187 Closed
AA
73
AlphaMark Advisors
Kentucky
-$5K -90 Closed
Fidelity Investments
74
Fidelity Investments
Massachusetts
-$513 -10 Closed