NEOS Russell 2000 High Income ETF
IWMI
22 hedge funds and large institutions have $14.6M invested in NEOS Russell 2000 High Income ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 6 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
22% more funds holding
Funds holding: 18 → 22 (+4)
7% more capital invested
Capital invested by funds: $13.7M → $14.6M (+$916K)
0.84% less ownership
Funds ownership: 10.02% → 9.19% (-0.84%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.33M |
| 2 |
MS
Madden Securities
Dallas,
Texas
|
+$1.1M |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$1.03M |
| 4 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$945K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$587K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWM
Napa Wealth Management
Napa,
California
|
-$1.41M |
| 2 |
Jane Street
New York
|
-$943K |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$746K |
| 4 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$526K |
| 5 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$516K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
26
Spire Wealth Management
Mclean,
Virginia
| – | -$516K | -10,547 | Closed |
|
|
G
27
Gainplan
Bloomfield Hills,
Michigan
| – | -$263K | -5,376 | Closed |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$14K | -280 | Closed |
|
IWMI Hedge Fund Activity: Q1 2025 in Review
22 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in NEOS Russell 2000 High Income ETF (IWMI) for Q1 2025, worth a combined $14.6M — up 6.7% from $13.7M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IWMI positions and 6 closed out — a net gain of 5 holders — while 6 added to existing stakes and 2 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $1.33M. The largest seller was Napa Wealth Management, exiting entirely with an estimated $1.41M sold.
- 22 institutional investors held NEOS Russell 2000 High Income ETF (IWMI) as of Q1 2025, up from 18 in Q4 2024.
- Funds reported $14.6M of NEOS Russell 2000 High Income ETF stock for Q1 2025, up 6.7% quarter-over-quarter.
- 11 funds opened new NEOS Russell 2000 High Income ETF positions in Q1 2025 and 6 closed out, a net change of +5 holders.
- The largest NEOS Russell 2000 High Income ETF buyer in Q1 2025 was LPL Financial, an estimated $1.33M added.
- The largest NEOS Russell 2000 High Income ETF seller in Q1 2025 was Napa Wealth Management, an estimated $1.41M sold.
Based on aggregated 13F filings for Q1 2025.