IWMI

NEOS Russell 2000 High Income ETF

60 hedge funds and large institutions have $76.6M invested in NEOS Russell 2000 High Income ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

43% more capital invested

Capital invested by funds: $53.4M → $76.6M (+$23.2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.57% less ownership

Funds ownership: 18.01%17.44% (-0.57%)

Holders
60
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$604K
Puts
$292K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$18.9M
MS
2
Madden Securities
Texas
$12M
GI
3
Gradient Investments
Minnesota
$7.95M
CWA
4
Cascade Wealth Advisors
Washington
$5.89M
SI
5
Stephens Inc
Arkansas
$3.1M
MML Investors Services
6
MML Investors Services
Massachusetts
$2.83M
IWAO
7
Independence Wealth Advisors (Ohio)
Ohio
$2.15M
BIG
8
Brookwood Investment Group
Arizona
$1.7M
HNWAG
9
High Net Worth Advisory Group
Florida
$1.52M
MA
10
Mutual Advisors
Nebraska
$1.38M
GSIAS
11
Garden State Investment Advisory Services
New Jersey
$1.33M
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.32M
CIAS
13
Capital Investment Advisory Services
North Carolina
$1.26M
SF
14
Summit Financial
New Jersey
$1.23M
Stifel Financial
15
Stifel Financial
Missouri
$1.18M
KAS
16
Kestra Advisory Services
Texas
$1.04M
CAM
17
Cresset Asset Management
Illinois
$796K
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$748K
Jane Street
19
Jane Street
New York
$746K
NFSG
20
Newbridge Financial Services Group
Florida
$736K
FA
21
FSA Advisors
Michigan
$735K
IFG
22
Independent Financial Group
California
$698K
PWM
23
Palacios Wealth Management
Florida
$633K
KPWS
24
Kestra Private Wealth Services
Texas
$624K
SAI
25
Savvy Advisors Inc
New York
$614K