IWMI

NEOS Russell 2000 High Income ETF
IWMI

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
6
Reduced
2
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$1.21M
2
MS
Madden Securities
Texas
+$1.01M
3
MA
Mutual Advisors
Nebraska
+$913K
4
CIAS
Capital Investment Advisory Services
North Carolina
+$863K
5
GI
Gradient Investments
Minnesota
+$536K

Top Sellers

1
NWM
Napa Wealth Management
California
-$1.41M
2
Jane Street
Jane Street
New York
-$862K
3
SI
Stephens Inc
Arkansas
-$746K
4
AWM
Axxcess Wealth Management
California
-$526K
5
SWM
Spire Wealth Management
Virginia
-$516K
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$6.23M +$536K +12,285 +9%
LPL Financial
2
LPL Financial
California
$1.21M +$1.21M +27,781 New
HNWAG
3
High Net Worth Advisory Group
Florida
$1.04M +$259K +5,924 +33%
MS
4
Madden Securities
Texas
$1.01M +$1.01M +23,060 New
CIAS
5
Capital Investment Advisory Services
North Carolina
$951K +$863K +19,780 +989%
MA
6
Mutual Advisors
Nebraska
$913K +$913K +21,456 New
Jane Street
7
Jane Street
New York
$815K -$862K -19,740 -51%
Stifel Financial
8
Stifel Financial
Missouri
$590K +$169K +3,883 +40%
GSIAS
9
Garden State Investment Advisory Services
New Jersey
$483K +$205K +4,700 +74%
KPWS
10
Kestra Private Wealth Services
Texas
$394K +$394K +9,026 New
PWM
11
Prosperity Wealth Management
California
$350K +$350K +8,009 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$313K +$313K +7,171 New
Simplex Trading
13
Simplex Trading
Illinois
$77K +$77K +1,781 New
MFS
14
Mattson Financial Services
Michigan
$65.3K +$65.3K +1,496 New
ACA
15
Aptus Capital Advisors
Alabama
$51.3K – – –
PTC
16
Private Trust Company
Ohio
$43.7K +$43.7K +1,000 New
Group One Trading
17
Group One Trading
Illinois
$36.8K -$47.8K -1,096 -57%
NFSG
18
Newbridge Financial Services Group
Florida
$29.3K +$29.3K +672 New
AF
19
Advisornet Financial
Minnesota
$5.82K +$5.82K +133 New
DFA
20
DHJJ Financial Advisors
Illinois
$2.27K – – –
Fidelity Investments
21
Fidelity Investments
Massachusetts
$1.96K +$1.92K +44 +4,400%
Wells Fargo
22
Wells Fargo
California
$47 – – –
NWM
23
Napa Wealth Management
California
– -$1.41M -28,722 Closed
SI
24
Stephens Inc
Arkansas
– -$746K -15,240 Closed
AWM
25
Axxcess Wealth Management
California
– -$526K -10,750 Closed
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