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NEOS Nasdaq 100 High Income ETF

135 hedge funds and large institutions have $240M invested in NEOS Nasdaq 100 High Income ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 63 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

643% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 7

473% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 11

148% more capital invested

Capital invested by funds: $96.8M → $240M (+$144M)

50% more funds holding

Funds holding: 90135 (+45)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0.7% more ownership

Funds ownership: 8.49%9.19% (+0.7%)

51% less call options, than puts

Call options by funds: $2.57M | Put options by funds: $5.23M

Holders
135
Holders Change
+45
Holders Change %
+50%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
52
Increased
63
Reduced
11
Closed
7
Calls
$2.57M
Puts
$5.23M
Net Calls
-$2.65M
Net Calls Change
-$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
101
Keystone Financial Group (Kentucky)
Kentucky
$208K +$196K +4,000 New
STA
102
Summit Trail Advisors
New York
$208K +$196K +4,000 New
PTC
103
Private Trust Company
Ohio
$201K +$19.6K +400 +12%
AAG
104
Armstrong Advisory Group
Massachusetts
$188K +$177K +3,622 New
BLC
105
Brown, Lisle/Cummings
Rhode Island
$183K
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$160K +$59.4K +1,212 +65%
Bank of America
107
Bank of America
North Carolina
$156K +$147K +3,000 New
Morgan Stanley
108
Morgan Stanley
New York
$148K +$104K +2,115 +286%
MWA
109
Medallion Wealth Advisors
Connecticut
$146K -$22.6K -461 -14%
Wells Fargo
110
Wells Fargo
California
$143K -$2.65K -54 -2%
AWM
111
Atticus Wealth Management
Florida
$135K -$29.1K -595 -19%
Comerica Bank
112
Comerica Bank
Texas
$128K +$121K +2,461 New
CFD
113
Creative Financial Designs
Indiana
$123K -$88.7K -1,811 -43%
CSB
114
City State Bank
Iowa
$104K +$49K +1,000 +100%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$103K
HI
116
Harbour Investments
Wisconsin
$59.3K +$47.8K +975 +591%
CAIM
117
Catherine Avery Investment Management
Florida
$22.9K +$21.6K +441 New
Raymond James Financial
118
Raymond James Financial
Florida
$21.8K +$20.5K +419 New
CAL
119
Capital Analysts LLC
Pennsylvania
$19K +$18.3K +373 New
CIA
120
Cape Investment Advisory
Georgia
$17.7K -$4.9K -100 -23%
RWM
121
RMG Wealth Management
Wisconsin
$13.2K +$12.2K +250 New
AssetMark Inc
122
AssetMark Inc
California
$11.5K +$10.9K +222 New
SIC
123
Salem Investment Counselors
North Carolina
$11.2K +$10.5K +215 New
Fidelity Investments
124
Fidelity Investments
Massachusetts
$10.4K +$9.26K +189 +1,718%
Jones Financial Companies
125
Jones Financial Companies
Missouri
$10.1K +$9.55K +195 New

QQQI Hedge Fund Activity: Q2 2025 in Review

135 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq 100 High Income ETF (QQQI) for Q2 2025, worth a combined $240M — up 148% from $96.8M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new QQQI positions and 7 closed out — a net gain of 45 holders — while 63 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $19.6M. The largest seller was Susquehanna International Group, cutting an estimated $3.01M.

  • 135 institutional investors held NEOS Nasdaq 100 High Income ETF (QQQI) as of Q2 2025, up from 90 in Q1 2025.
  • Funds reported $240M of NEOS Nasdaq 100 High Income ETF stock for Q2 2025, up 148% quarter-over-quarter.
  • 52 funds opened new NEOS Nasdaq 100 High Income ETF positions in Q2 2025 and 7 closed out, a net change of +45 holders.
  • The largest NEOS Nasdaq 100 High Income ETF buyer in Q2 2025 was LPL Financial, an estimated $19.6M added.
  • The largest NEOS Nasdaq 100 High Income ETF seller in Q2 2025 was Susquehanna International Group, an estimated $3.01M sold.

Based on aggregated 13F filings for Q2 2025.