IWMI

NEOS Russell 2000 High Income ETF
IWMI

Overview Fund Activity

34 hedge funds and large institutions have $28.9M invested in NEOS Russell 2000 High Income ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
34
Holders Change
+12
Holders Change %
+54.55%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
10
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MS
1
Madden Securities
Texas
$5.58M
2
LPL Financial
2
LPL Financial
California
$4.66M
3
RA
3
RFG Advisory
Alabama
$1.71M
4
SI
4
Stephens Inc
Arkansas
$860K
5
GI
5
Gradient Investments
Minnesota
$7.33M

Top Sellers

1
PWM
1
Prosperity Wealth Management
California
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$538K
4
Simplex Trading
4
Simplex Trading
Illinois
$12K
5
MFS
5
Mattson Financial Services
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
26
Capital Analysts LLC
Pennsylvania
$19K +$19K +427 New
Group One Trading
27
Group One Trading
Illinois
$14.6K -$23.6K -520 -62%
CA
28
CoreCap Advisors
Michigan
$13.6K +$13.6K +300 New
Simplex Trading
29
Simplex Trading
Illinois
$12K -$67.5K -1,512 -85%
AF
30
Advisornet Financial
Minnesota
$6.28K +$228 +5 +4%
SIC
31
Salem Investment Counselors
North Carolina
$4.54K +$4.54K +100 New
DFA
32
DHJJ Financial Advisors
Illinois
$1.36K -$1K -22 -42%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$227 -$1.82K -40 -89%
Wells Fargo
34
Wells Fargo
California
$32 – – –
PWM
35
Prosperity Wealth Management
California
– -$350K -8,009 Closed
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
– -$313K -7,171 Closed
MFS
37
Mattson Financial Services
Michigan
– -$65.3K -1,496 Closed
1
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