Neos ETF Trust (QQQI) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Neos ETF Trust (QQQI) following the 2026 Q3 hedge fund 13F filings?

As of today, QQQI has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), QQQI gained -6.4% vs +0.5% 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.

Neos ETF Trust (QQQI)

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

Smart Money Signals — QQQI

Based on 360 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q

For 10 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

360 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 — +179% more funds vs a year ago

fund count last 6Q

+231 new funds entered over the past year (+179% 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 — 78% buying

288 buying79 selling

Last quarter: 288 funds were net buyers (88 opened a brand new position + 200 added to an existing one). Only 79 were sellers (49 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter

Funds opening a new QQQI position: 88 → 69 → 72 → 88. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 50% entered in last year

■ 6% conviction (2yr+) ■ 44% medium ■ 50% new

Only 21 funds (6%) 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.

💰

Value +48% but shares only +30% — price-driven

Value

+48%

+30%

Last quarter: the total dollar value of institutional holdings rose +48%, but actual share count only changed +30%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

➡️

Steady discovery — ~88 new funds/quarter

47 → 88 → 69 → 72 → 88 new funds/Q

New funds entering each quarter: 88 → 69 → 72 → 88. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 75% of holders entered in last year

■ 2% veterans ■ 23% 1-2yr ■ 75% new

Of 368 current holders: 275 (75%) entered in the past year, only 7 (2%) 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 — 33% AUM from major funds

33% from top-100 AUM funds

21 of 360 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

5.6

out of 10

Moderate Exit Risk

Exit risk score 5.6/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	358	302	18.54%
13F Shares	25M	20M	29.63%
Total Value	$1.42B	$964M	47.48%
New Positions	88	72	+16
Increased Positions	199	170	+29
Closed Positions	32	24	+8
Reduced Positions	45	39	+6
Total Calls	3	3	-
Total Puts	5	3	66.67%
PUT/CALL Ratio	1.67	1.0	Bearish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

358

302

18.54%

13F Shares

25M

20M

29.63%

Total Value

$1.42B

$964M

47.48%

New Positions

+16

Increased Positions

199

170

+29

Closed Positions

Reduced Positions

Total Calls

Total Puts

66.67%

PUT/CALL Ratio

1.67

1.0

Bearish

Institutional Holders (2026 Q2)

358 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 QQQI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Second Half Financial Partners, LLC	11.63%	499,503	$28.4M
2	URS Advisory LLC	7.94%	251,064	$14.3M
3	MADDEN SECURITIES Corp	7.17%	454,657	$25.8M
4	Chung Wu Investment Group, LLC	5.46%	146,296	$8.3M
5	Palacios Wealth Management, LLC	5.36%	159,762	$9.1M
6	Foguth Wealth Management, LLC.	4.54%	735,478	$39.9M
7	Cascade Wealth Advisors, Inc	4.29%	193,307	$10.7M
8	Aventura Private Wealth, LLC	4.00%	229,423	$13.0M
9	Estate Planners Group, LLC	3.53%	137,290	$7.8M
10	RiverTree Advisors, LLC	3.51%	104,729	$5.9M
11	Independence Wealth Advisors, LLC	2.68%	94,227	$5.4M
12	Eddie Patel Inc	2.32%	68,489	$3.9M
13	Owen LaRue, LLC	2.25%	113,790	$6.5M
14	Pursue Wealth Partners LLC	2.22%	69,931	$4.0M
15	Puff Wealth Management, LLC	2.13%	36,710	$2.1M
16	Genesee Capital Advisors, LLC	2.07%	115,720	$6.6M
17	PSI Advisors, LLC	2.01%	152,021	$8.6M
18	StoneCrest Wealth Management, Inc.	1.88%	103,394	$5.9M
19	FSA Advisors, Inc.	1.66%	63,775	$3.6M
20	Vima LLC	1.62%	29,196	$1.7M
21	Capital Investment Advisory Services, LLC	1.45%	413,694	$23.5M
22	Grantvest Financial Group LLC	1.29%	39,155	$2.2M
23	CAP Partners, LLC	1.21%	43,497	$2.5M
24	Cornerstone Enterprises, LLC	1.18%	45,387	$2.6M
25	MBL Wealth, LLC	1.13%	292,422	$16.6M

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 — 10 quarters in a row: For 10 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 — 78% buying: Last quarter: 288 funds were net buyers (88 opened a brand new position + 200 added to an existing one). Only 79 were sellers (49 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QQQI holders?

Strong quality — 33% AUM from major funds: 21 of 360 holders rank in the top 100 by AUM, accounting for 33% 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 — 50% entered in last year: Only 21 funds (6%) 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 Q3 hedge fund 13F filings?

As of today, QQQI has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), QQQI has gained -6.4% vs +0.5% 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.

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Neos ETF Trust (QQQI)

Smart Money Signals — QQQI

Buying streak — 10 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +179% more funds vs a year ago

More buyers than sellers — 78% buying

More new buyers each quarter (+16 vs last Q)

Mostly new holders — 50% entered in last year

Value +48% but shares only +30% — price-driven

Steady discovery — ~88 new funds/quarter

Early stage — 75% of holders entered in last year

Strong quality — 33% AUM from major funds

Institutional Sentiment Summary — QQQI

Hedge Fund Ownership: QQQI

Market Analysis: QQQI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: QQQI

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

Hedge Fund Positioning: QQQI

Statistics: QQQI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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Frequently Asked Questions — Neos ETF Trust (QQQI)

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