Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NEOS ETF TRUST (QQQI)

242 + 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
↑ +44
Streak
8Q ▲
Buyers last Q
82%

Smart Money Signals — QQQI

Based on 236 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 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
236 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 — +287% more funds vs a year ago

fund count last 6Q
+175 new funds entered over the past year (+287% 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 — 82% buying

195 buying42 selling
Last quarter: 195 funds were net buyers (60 opened a brand new position + 135 added to an existing one). Only 42 were sellers (26 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-25 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 31 → 44 → 85 → 60. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 67% entered in last year

■ 2% conviction (2yr+) ■ 31% medium ■ 67% new
Only 5 funds (2%) 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.
🚀

Acceleration phase — new buyers rushing in

22 → 31 → 44 → 85 → 60 new funds/Q
New funds entering each quarter: 31 → 44 → 85 → 60. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 83% of holders entered in last year

■ 1% veterans ■ 17% 1-2yr ■ 83% new
Of 242 current holders: 200 (83%) 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 — 31% AUM from major funds

31% from top-100 AUM funds
12 of 236 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.7
out of 10
Moderate Exit Risk
Exit risk score 6.7/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 5 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: QQQI
2026 Q1 Stats Unlock in 15 days 242 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 242 199 21.61%
13F Shares 13M 9M 50.67%
Total Value $693M $464M 49.34%
New Positions 60 88 -28
Increased Positions 148 89 +59
Closed Positions 17 13 +4
Reduced Positions 33 17 +16
Total Calls 3 4 -25.0%
Total Puts 4 4 -
PUT/CALL Ratio 1.33 1.0 Bearish

Statistics: QQQI

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Financial Highlights

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Institutional Holders (2026 Q1)

242 + investors

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

Top 25 institutional holders of QQQI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 URS Advisory LLC 8.01% 220,475 $11.0M
2 MADDEN SECURITIES Corp 6.39% 427,363 $21.2M
3 Estate Planners Group, LLC 3.19% 136,417 $7.3M
4 RiverTree Advisors, LLC 2.94% 93,270 $4.6M
5 Independence Wealth Advisors, LLC 2.27% 85,652 $4.3M
6 StoneCrest Wealth Management, Inc. 2.13% 101,292 $5.0M
7 Capital Investment Advisory Services, LLC 1.35% 372,472 $18.5M
8 Owen LaRue, LLC 1.30% 68,020 $3.4M
9 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1.11% 132,975 $6.6M
10 PMG Family Office LLC 1.09% 19,649 $976K
11 MBL Wealth, LLC 1.04% 276,358 $13.7M
12 CAP Partners, LLC 0.89% 31,673 $1.6M
13 Oregon Pacific Wealth Management, LLC 0.86% 16,631 $826K
14 Kaizen Financial Strategies 0.83% 36,751 $2.0M
15 Astoria Portfolio Advisors LLC. 0.80% 69,997 $3.8M
16 October Effect Ltd 0.80% 13,949 $693K
17 Grant Private Wealth Management Inc 0.76% 28,995 $1.4M
18 WEST MICHIGAN ADVISORS, LLC 0.72% 66,403 $3.3M
19 Gainplan LLC 0.71% 19,108 $949K
20 Teamwork Financial Advisors, LLC 0.69% 131,273 $6.5M
21 NFSG Corp 0.53% 65,462 $3.3M
22 Oasis Advisors, LLC 0.52% 18,054 $972K
23 Clay Northam Wealth Management, LLC 0.51% 18,179 $903K
24 Latitude Advisors, LLC 0.44% 19,171 $953K
25 Tactive Advisors, LLC 0.40% 28,224 $1.4M
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 — 8 quarters in a row: For 8 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 — 82% buying: Last quarter: 195 funds were net buyers (60 opened a brand new position + 135 added to an existing one). Only 42 were sellers (26 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QQQI holders?

Strong quality — 31% AUM from major funds: 12 of 236 holders rank in the top 100 by AUM, accounting for 31% 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 — 67% entered in last year: Only 5 funds (2%) 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.