NEOS Russell 2000 High Income ETF
IWMI
41 hedge funds and large institutions have $53.4M invested in NEOS Russell 2000 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 3 reducing their positions, and 7 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
85% more capital invested
Capital invested by funds: $28.9M → $53.4M (+$24.5M)
21% more funds holding
Funds holding: 34 → 41 (+7)
3.38% more ownership
Funds ownership: 14.63% → 18.01% (+3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWA
Cascade Wealth Advisors
Wenatchee,
Washington
|
+$6.52M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.83M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.29M |
| 4 |
MS
Madden Securities
Dallas,
Texas
|
+$2.7M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$1.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$1.71M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$288K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$233K |
| 4 |
PAM
PVG Asset Management
Golden,
Colorado
|
-$228K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$218K |
IWMI Hedge Fund Activity: Q3 2025 in Review
41 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in NEOS Russell 2000 High Income ETF (IWMI) for Q3 2025, worth a combined $53.4M — up 85% from $28.9M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IWMI positions and 7 closed out — a net gain of 7 holders — while 21 added to existing stakes and 3 trimmed.
The largest buyer was Cascade Wealth Advisors, opening a new position worth an estimated $6.52M. The largest seller was RFG Advisory, exiting entirely with an estimated $1.71M sold.
- 41 institutional investors held NEOS Russell 2000 High Income ETF (IWMI) as of Q3 2025, up from 34 in Q2 2025.
- Funds reported $53.4M of NEOS Russell 2000 High Income ETF stock for Q3 2025, up 85% quarter-over-quarter.
- 14 funds opened new NEOS Russell 2000 High Income ETF positions in Q3 2025 and 7 closed out, a net change of +7 holders.
- The largest NEOS Russell 2000 High Income ETF buyer in Q3 2025 was Cascade Wealth Advisors, an estimated $6.52M added.
- The largest NEOS Russell 2000 High Income ETF seller in Q3 2025 was RFG Advisory, an estimated $1.71M sold.
Based on aggregated 13F filings for Q3 2025.