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.

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

Top Sellers

1
PWM
Prosperity Wealth Management
California
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
Stifel Financial
Stifel Financial
Missouri
$538K
4
Simplex Trading
Simplex Trading
Illinois
$12K
5
MFS
Mattson Financial Services
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$7.33M +$843K +18,558 +13%
MS
2
Madden Securities
Texas
$5.58M +$4.53M +99,732 +432%
LPL Financial
3
LPL Financial
California
$4.66M +$3.4M +74,813 +269%
RA
4
RFG Advisory
Alabama
$1.71M +$1.71M +37,637 New
HNWAG
5
High Net Worth Advisory Group
Florida
$1.21M +$135K +2,974 +13%
CIAS
6
Capital Investment Advisory Services
North Carolina
$1.18M +$188K +4,130 +19%
MA
7
Mutual Advisors
Nebraska
$1.08M +$85.9K +1,852 +9%
SI
8
Stephens Inc
Arkansas
$860K +$860K +18,930 New
Jane Street
9
Jane Street
New York
$810K -$39K -859 -5%
GSIAS
10
Garden State Investment Advisory Services
New Jersey
$672K +$170K +3,747 +34%
Stifel Financial
11
Stifel Financial
Missouri
$538K -$76.4K -1,681 -12%
KPWS
12
Kestra Private Wealth Services
Texas
$517K +$107K +2,364 +26%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$490K +$490K +10,783 New
SWM
14
SeaCrest Wealth Management
New York
$382K +$382K +8,400 New
WEG
15
World Equity Group
Illinois
$340K +$340K +7,479 New
Corient Private Wealth
16
Corient Private Wealth
Florida
$288K +$288K +6,337 New
BIG
17
Brookwood Investment Group
Arizona
$276K +$276K +6,083 New
PAM
18
PVG Asset Management
Colorado
$228K +$228K +5,027 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$218K +$218K +4,801 New
AF
20
Allworth Financial
California
$116K +$116K +2,550 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$85K +$85K +1,879 New
NFSG
22
Newbridge Financial Services Group
Florida
$78.5K +$48K +1,056 +157%
ACA
23
Aptus Capital Advisors
Alabama
$53.4K – – –
PTC
24
Private Trust Company
Ohio
$45.4K – – –
GRP
25
Global Retirement Partners
California
$43.8K +$43.8K +965 New
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