Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NEOS ETF TRUST (QQQH)

68 + Investors. Track Smart Money conviction in QQQH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
67%

Smart Money Signals — QQQH

Based on 68 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 3Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
68 hedge funds hold QQQH right now — the highest count in 1.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🟢

More buyers than sellers — 67% buying

44 buying22 selling
Last quarter: 44 funds were net buyers (11 opened a brand new position + 33 added to an existing one). Only 22 were sellers (11 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 11 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 41% entered in last year

■ 0% conviction (2yr+) ■ 59% medium ■ 41% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

14 → 11 → 11 new funds/Q
New funds entering each quarter: 14 → 11 → 11. QQQH is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 68 current holders: 68 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
5 of 68 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — QQQH

In 2025 Q4, 44 hedge funds were net buyers of QQQH (11 opened a new position, 33 added to an existing one), while 22 reduced or exited (11 trimmed, 11 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. 21% of total institutional value in QQQH is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 68.

Hedge Fund Ownership: QQQH

How many hedge funds hold QQQH — quarterly history vs. share price
Quarterly hedge fund ownership of QQQH vs. share price

Market Analysis: QQQH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QQQH

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: QQQH
2026 Q1 Stats Unlock in 4 days 68 + Investors

Track Smart Money conviction in QQQH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 68 68 -
13F Shares 1M 1M 2.97%
Total Value $60M $58M 2.93%
New Positions 11 11 -
Increased Positions 33 30 +3
Closed Positions 11 6 +5
Reduced Positions 11 14 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QQQH

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Institutional Holders (2026 Q1)

68 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QQQH. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of QQQH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Guilbault Capital LLC 1.87% 33,393 $1.7M
2 Wealthstar Advisors, LLC 1.58% 65,783 $3.4M
3 Thayer Partners, LLC / MA 1.38% 56,465 $2.9M
4 RPS ADVISORY SOLUTIONS LLC 1.17% 40,240 $2.1M
5 Commerce Advisors, LLC 0.36% 8,259 $423K
6 Oregon Pacific Wealth Management, LLC 0.34% 6,320 $324K
7 CAP Partners, LLC 0.33% 11,375 $583K
8 ATLANTIC FAMILY WEALTH, LLC 0.33% 8,858 $454K
9 TPG Advisors LLC 0.32% 10,096 $517K
10 Millennium Capital Advisors, LLC 0.25% 8,004 $410K
11 PFG Investments, LLC 0.18% 74,915 $3.8M
12 Palacios Wealth Management, LLC 0.17% 4,946 $267K
13 MCCARTER PRIVATE WEALTH SERVICES LLC 0.16% 7,091 $363K
14 Goldstone Financial Group, LLC 0.14% 25,057 $1.3M
15 Moran Wealth Management, LLC 0.08% 49,727 $2.5M
16 High Net Worth Advisory Group LLC 0.07% 5,950 $305K
17 Jackson Hole Capital Partners, LLC 0.06% 6,592 $338K
18 Signal Advisors Wealth, LLC 0.06% 15,670 $803K
19 Stratos Wealth Advisors, LLC 0.05% 16,541 $848K
20 Elevated Capital Advisors, LLC 0.05% 4,021 $206K
21 Dogwood Wealth Management LLC 0.04% 1,622 $83K
22 RFG Advisory, LLC 0.04% 38,274 $2.0M
23 StoneX Group Inc. 0.03% 11,833 $606K
24 Clearstead Advisors, LLC 0.03% 66,742 $3.4M
25 Founders Financial Alliance, LLC 0.03% 2,826 $145K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — NEOS ETF TRUST (QQQH)

What does the Smart Money Trend signal show for QQQH?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for QQQH?

More buyers than sellers — 67% buying: Last quarter: 44 funds were net buyers (11 opened a brand new position + 33 added to an existing one). Only 22 were sellers (11 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QQQH holders?

Strong quality — 21% AUM from major funds: 5 of 68 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held QQQH?

Mostly new holders — 41% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.