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BTCI

NEOS Bitcoin High Income ETF
BTCI

54 hedge funds and large institutions have $33M invested in NEOS Bitcoin High Income ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 7

75% more call options, than puts

Call options by funds: $6.31M | Put options by funds: $3.61M

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

2% more funds holding

Funds holding: 53 → 54 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.84% less ownership

Funds ownership: 4.4% → 3.57% (-0.84%)

23% less capital invested

Capital invested by funds: $42.7M → $33M (-$9.69M)

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
26
Reduced
7
Closed
15
Calls
$6.31M
Puts
$3.61M
Net Calls
+$2.71M
Net Calls Change
+$145K

Top Buyers

Rank Fund Capital Flow
1
MS
Madden Securities
Texas
+$2.23M
2
Group One Trading
Group One Trading
Illinois
+$1.46M
3
IFG
Independent Financial Group
California
+$992K
4
Jane Street
Jane Street
New York
+$981K
5
EWA
Exencial Wealth Advisors
Oklahoma
+$830K

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$2.91M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.43M
3
BCI
Brinker Capital Investments
Pennsylvania
-$954K
4
OA
Oasis Advisors
Iowa
-$954K
5
Brown Advisory
Brown Advisory
Maryland
-$918K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$282K +$90.3K +2,402 +39%
NFSG
27
Newbridge Financial Services Group
Florida
$277K +$39.9K +1,061 +14%
CPL
28
CAP Partners LLC
Tennessee
$236K +$33.9K +903 +14%
FWM
29
Foguth Wealth Management
Michigan
$232K +$257K +6,849 New
AF
30
Allworth Financial
California
$210K +$30.6K +814 +15%
FA
31
Fullerton Advisors
California
$208K +$16K +426 +7%
Simplex Trading
32
Simplex Trading
Illinois
$151K -$56.3K -1,499 -25%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$148K +$188 +5 +0.1%
CSB
34
City State Bank
Iowa
$123K +$9.4K +250 +7%
KFAS
35
Keating Financial Advisory Services
Kansas
$74.3K +$8.87K +236 +12%
IA
36
IFP Advisors
Florida
$53.9K +$33.9K +902 +122%
CIAS
37
Capital Investment Advisory Services
North Carolina
$42.4K +$5.6K +149 +13%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$20.8K +$23.9K +635 New
SPIA
39
Steward Partners Investment Advisory
New York
$18.6K – – –
IAIM
40
International Assets Investment Management
Florida
$13.5K – – –
ACA
41
Aptus Capital Advisors
Alabama
$10.9K +$4.13K +110 +49%
SIC
42
Salem Investment Counselors
North Carolina
$9.83K +$11.3K +300 New
POIA
43
Pin Oak Investment Advisors
Texas
$9K +$2.07K +55 +24%
RFP
44
Root Financial Partners
California
$7.34K +$8.42K +224 New
FMP
45
Financial Management Professionals
Texas
$7.01K +$188 +5 +2%
IAAG
46
Innovative Asset Advisors Group
Connecticut
$6.56K +$7.52K +200 New
VFM
47
Vision Financial Markets
Connecticut
$4.56K +$376 +10 +8%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$4K +$4.32K +115 New
LWMI
49
Legacy Wealth Management (Idaho)
Idaho
$2.79K +$3.19K +85 New
AWM
50
Activest Wealth Management
Florida
$2.02K +$2.33K +62 New
1
2
3

BTCI Hedge Fund Activity: Q1 2026 in Review

54 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in NEOS Bitcoin High Income ETF (BTCI) for Q1 2026, worth a combined $33M — down 23% from $42.7M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BTCI positions and 15 closed out — a net gain of 2 holders — while 26 added to existing stakes and 7 trimmed.

The largest buyer was Madden Securities, adding an estimated $2.23M. The largest seller was Corient Private Wealth, cutting an estimated $2.91M.

  • 54 institutional investors held NEOS Bitcoin High Income ETF (BTCI) as of Q1 2026, up from 53 in Q4 2025.
  • Funds reported $33M of NEOS Bitcoin High Income ETF stock for Q1 2026, down 23% quarter-over-quarter.
  • 17 funds opened new NEOS Bitcoin High Income ETF positions in Q1 2026 and 15 closed out, a net change of +2 holders.
  • The largest NEOS Bitcoin High Income ETF buyer in Q1 2026 was Madden Securities, an estimated $2.23M added.
  • The largest NEOS Bitcoin High Income ETF seller in Q1 2026 was Corient Private Wealth, an estimated $2.91M sold.

Based on aggregated 13F filings for Q1 2026.