Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Neos ETF Trust (QQQI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +49
Streak
9Q ▲
Buyers last Q
79%

Smart Money Signals — QQQI

Based on 301 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added QQQI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
301 hedge funds hold QQQI right now — the highest count in 3.0 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.
🚀

Fast accumulation — +234% more funds vs a year ago

fund count last 6Q
+211 new funds entered over the past year (+234% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 79% buying

242 buying64 selling
Last quarter: 242 funds were net buyers (71 opened a brand new position + 171 added to an existing one). Only 64 were sellers (42 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~71 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 46 → 88 → 67 → 71. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 64% entered in last year

■ 3% conviction (2yr+) ■ 33% medium ■ 64% new
Only 10 funds (3%) 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.
➡️

Steady discovery — ~71 new funds/quarter

33 → 46 → 88 → 67 → 71 new funds/Q
New funds entering each quarter: 46 → 88 → 67 → 71. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 80% of holders entered in last year

■ 1% veterans ■ 20% 1-2yr ■ 80% new
Of 305 current holders: 243 (80%) entered in the past year, only 2 (1%) 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 — 38% AUM from major funds

38% from top-100 AUM funds
16 of 301 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.5
out of 10
Moderate Exit Risk
Exit risk score 6.5/10 — 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 — QQQI

In 2026 Q1, 242 hedge funds were net buyers of QQQI (71 opened a new position, 171 added to an existing one), while 64 reduced or exited (42 trimmed, 22 sold completely) — a 79% buyer ratio, indicating clear institutional accumulation. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 38% of total institutional value in QQQI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +49 funds (more new holders than closures). Total institutional holders: 301.

Hedge Fund Ownership: QQQI

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

Market Analysis: QQQI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QQQI

-- --

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

Is It Too Late to Buy Neos ETF Trust (QQQI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much QQQI has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
QQQI
+14.2%
SPY
+15.1%

QQQI outperformed SPY by -0.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
QQQI
+1.8%
SPY
+1.3%

Since the filing became public, QQQI outperformed SPY by +0.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 8 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: QQQI
299 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 299 252 18.65%
13F Shares 19M 13M 42.22%
Total Value $935M $723M 29.29%
New Positions 70 67 +3
Increased Positions 169 140 +29
Closed Positions 23 17 +6
Reduced Positions 39 26 +13
Total Calls 3 3 -
Total Puts 3 4 -25.0%
PUT/CALL Ratio 1.0 1.33 Neutral

Statistics: QQQI

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Institutional Holders (2026 Q1)

299 + investors

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

QUARTER:
Top 25 QQQI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Second Half Financial Partners, LLC 11.18% 499,503 $24.8M
2 URS Advisory LLC 8.01% 220,475 $11.0M
3 MADDEN SECURITIES Corp 6.39% 427,363 $21.2M
4 Chung Wu Investment Group, LLC 5.30% 123,716 $6.1M
5 Cascade Wealth Advisors, Inc 4.88% 196,731 $11.1M
6 Palacios Wealth Management, LLC 4.75% 140,337 $7.6M
7 Foguth Wealth Management, LLC. 3.25% 486,383 $27.8M
8 Eddie Patel Inc 3.22% 84,469 $4.2M
9 Estate Planners Group, LLC 3.19% 136,417 $7.3M
10 RiverTree Advisors, LLC 2.94% 93,270 $4.6M
11 Aventura Private Wealth, LLC 2.63% 144,807 $7.2M
12 Independence Wealth Advisors, LLC 2.27% 85,652 $4.3M
13 StoneCrest Wealth Management, Inc. 2.13% 101,292 $5.0M
14 FSA Advisors, Inc. 1.99% 60,716 $3.0M
15 Northeast Financial Group, Inc. 1.89% 153,434 $7.6M
16 Capital Investment Advisory Services, LLC 1.35% 372,472 $18.5M
17 Owen LaRue, LLC 1.30% 68,020 $3.4M
18 Grantvest Financial Group LLC 1.23% 38,368 $1.9M
19 PSI Advisors, LLC 1.23% 103,342 $5.1M
20 Prevail Innovative Wealth Advisors, LLC 1.11% 132,975 $6.6M
21 PMG Family Office LLC 1.09% 19,649 $976K
22 MBL Wealth, LLC 1.04% 276,358 $13.7M
23 CAP Partners, LLC 0.89% 31,673 $1.6M
24 Oregon Pacific Wealth Management, LLC 0.86% 16,631 $826K
25 Kaizen Financial Strategies 0.83% 36,751 $2.0M
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 (QQQI)

What does the Smart Money Trend signal show for QQQI?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added QQQI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for QQQI?

More buyers than sellers — 79% buying: Last quarter: 242 funds were net buyers (71 opened a brand new position + 171 added to an existing one). Only 64 were sellers (42 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QQQI holders?

Strong quality — 38% AUM from major funds: 16 of 301 holders rank in the top 100 by AUM, accounting for 38% 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 QQQI?

Mostly new holders — 64% entered in last year: Only 10 funds (3%) 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.

Is it too late to buy Neos ETF Trust (QQQI) following the 2026 Q1 hedge fund 13F filings?

As of today, QQQI has moved +1.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +0.5%. Since the quarter end (March 31, 2026), QQQI has gained +14.2% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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