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NEOS Nasdaq 100 High Income ETF
QQQI

Overview Fund Activity

47 hedge funds and large institutions have $33.2M invested in NEOS Nasdaq 100 High Income ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+16
Holders Change %
+51.61%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
18
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TSWM
Tyler-Stone Wealth Management
Ohio
$4.9M
2
LPL Financial
LPL Financial
California
$7.09M
3
Ameriprise
Ameriprise
Minnesota
$1.38M
4
OMC
Old Mission Capital
Illinois
$2.34M
5
Stifel Financial
Stifel Financial
Missouri
$2.3M

Top Sellers

1
CFA
Camarda Financial Advisors
Florida
$381K
2
Jane Street
Jane Street
New York
$4.7M
3
UBS Group
UBS Group
Switzerland
$160K
4
AA
AlphaMark Advisors
Kentucky
$5K
5
IAIM
International Assets Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$7.09M +$2.91M +56,647 +69%
TSWM
2
Tyler-Stone Wealth Management
Ohio
$4.9M +$4.9M +95,399 New
Jane Street
3
Jane Street
New York
$4.7M -$1.07M -20,885 -19%
OMC
4
Old Mission Capital
Illinois
$2.34M +$1.33M +25,998 +133%
Stifel Financial
5
Stifel Financial
Missouri
$2.3M +$1.05M +20,426 +84%
Ameriprise
6
Ameriprise
Minnesota
$1.38M +$1.38M +26,921 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$893K +$58.9K +1,147 +7%
SFS
8
Sowell Financial Services
Arkansas
$857K +$857K +16,694 New
CPL
9
CAP Partners LLC
Tennessee
$855K +$183K +3,567 +27%
NW
10
NewEdge Wealth
Pennsylvania
$681K +$62.9K +1,226 +10%
IC
11
IEQ Capital
California
$631K +$631K +12,295 New
NFSG
12
Newbridge Financial Services Group
Florida
$580K +$580K +11,307 New
AWA
13
Arete Wealth Advisors
Illinois
$524K +$153K +2,986 +41%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$495K +$68.3K +1,330 +16%
SWM
15
SeaCrest Wealth Management
New York
$454K +$149K +2,900 +49%
KAS
16
Kestra Advisory Services
Texas
$436K +$13.9K +271 +3%
NWM
17
Napa Wealth Management
California
$389K +$389K +7,587 New
CFA
18
Camarda Financial Advisors
Florida
$381K -$1.32M -25,797 -78%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$340K +$340K +6,627 New
HNWAG
20
High Net Worth Advisory Group
Florida
$331K +$25.7K +500 +8%
RWA
21
Redhawk Wealth Advisors
Minnesota
$291K +$291K +5,664 New
Truist Financial
22
Truist Financial
North Carolina
$282K +$282K +5,499 New
CA
23
Claro Advisors
Massachusetts
$279K +$279K +5,435 New
BWP
24
Balboa Wealth Partners
Arizona
$255K +$255K +4,960 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$253K +$253K +4,927 New
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