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BTCI

NEOS Bitcoin High Income ETF

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: 5354 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
MS
1
Madden Securities
Texas
$10.3M +$2.23M +59,345 +23%
EPG
2
Estate Planners Group
Pennsylvania
$4.44M +$334K +8,879 +7%
Citadel Advisors
3
Citadel Advisors
Florida
$1.29M +$118K +3,152 +9%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$1.28M +$353K +9,386 +32%
Group One Trading
5
Group One Trading
Illinois
$1.28M +$1.46M +38,752 +20,834%
IWP
6
Integrity Wealth Partners
California
$992K +$1.14M +30,272 New
OMC
7
Old Mission Capital
Illinois
$992K -$619K -16,480 -35%
KWM
8
Kingsview Wealth Management
Oregon
$979K +$767K +20,408 +216%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$940K +$432K +11,496 +66%
IFG
10
Independent Financial Group
California
$865K +$992K +26,396 New
Jane Street
11
Jane Street
New York
$856K +$981K +26,102 New
EWA
12
Exencial Wealth Advisors
Oklahoma
$723K +$830K +22,068 New
Corient Private Wealth
13
Corient Private Wealth
Florida
$720K -$2.91M -77,299 -53%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$678K +$537K +14,275 +222%
WWM
15
Whalen Wealth Management
Nevada
$592K +$479K +12,731 +239%
NEPWA
16
New England Private Wealth Advisors
Massachusetts
$564K +$647K +17,203 New
AWM
17
AE Wealth Management
Kansas
$497K +$100K +2,671 +21%
FFA
18
Farther Finance Advisors
California
$492K +$17.9K +477 +3%
Belvedere Trading
19
Belvedere Trading
Illinois
$448K -$381K -10,148 -43%
BBP
20
Banco BTG Pactual
Brazil
$397K +$455K +12,114 New
HighTower Advisors
21
HighTower Advisors
Illinois
$365K +$41.2K +1,095 +11%
RAS
22
RPS Advisory Solutions
Kentucky
$347K -$649K -17,264 -62%
Renaissance Technologies
23
Renaissance Technologies
New York
$325K -$1.43M -38,000 -79%
KFS
24
Kaizen Financial Strategies
California
$285K
USCWA
25
U.S. Capital Wealth Advisors
Texas
$285K +$327K +8,695 New

BTCI Hedge Fund Activity: Q1 2026 in Review

54 of the 8,127 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.