NEOS Russell 2000 High Income ETF
IWMI
10 hedge funds and large institutions have $4.34M invested in NEOS Russell 2000 High Income ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.
1,666% more capital invested
Capital invested by funds: $246K → $4.34M (+$4.1M)
900% more funds holding
Funds holding: 1 → 10 (+9)
6.61% more ownership
Funds ownership: 0% → 6.61% (+6.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWM
Napa Wealth Management
Napa,
California
|
+$1.12M |
| 2 |
Jane Street
New York
|
+$746K |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$625K |
| 4 |
HNWAG
High Net Worth Advisory Group
Naples,
Florida
|
+$616K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$366K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NWM
1
Napa Wealth Management
Napa,
California
| $1.14M | +$1.12M | +22,162 | New |
|
|
2
Jane Street
New York
| $1.01M | +$746K | +14,779 | +301% |
|
|
SI
3
Stephens Inc
Little Rock,
Arkansas
| $636K | +$625K | +12,390 | New |
|
|
HNWAG
4
High Net Worth Advisory Group
Naples,
Florida
| $627K | +$616K | +12,204 | New |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $372K | +$366K | +7,244 | New |
|
6
UBS Group
Zurich,
Switzerland
| $238K | +$234K | +4,637 | New |
|
|
TSS
7
Two Sigma Securities
New York
| $207K | +$204K | +4,037 | New |
|
|
ACA
8
Aptus Capital Advisors
Fairhope,
Alabama
| $60.4K | +$59.3K | +1,175 | New |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $51.4K | +$50.5K | +1,000 | New |
|
10
Fidelity Investments
Boston,
Massachusetts
| $51 | +$50 | +1 | New |
|
IWMI Hedge Fund Activity: Q3 2024 in Review
10 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in NEOS Russell 2000 High Income ETF (IWMI) for Q3 2024, worth a combined $4.34M — up 1,666% from $246K a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IWMI positions and 0 closed out — a net gain of 9 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Napa Wealth Management, opening a new position worth an estimated $1.12M.
- 10 institutional investors held NEOS Russell 2000 High Income ETF (IWMI) as of Q3 2024, up from 1 in Q2 2024.
- Funds reported $4.34M of NEOS Russell 2000 High Income ETF stock for Q3 2024, up 1,666% quarter-over-quarter.
- 9 funds opened new NEOS Russell 2000 High Income ETF positions in Q3 2024 and 0 closed out, a net change of +9 holders.
- The largest NEOS Russell 2000 High Income ETF buyer in Q3 2024 was Napa Wealth Management, an estimated $1.12M added.
Based on aggregated 13F filings for Q3 2024.