IWMI

NEOS Russell 2000 High Income ETF

84 hedge funds and large institutions have $119M invested in NEOS Russell 2000 High Income ETF in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
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
$2.37M
Puts
$645K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$26.7M
MS
2
Madden Securities
Texas
$12.5M
GI
3
Gradient Investments
Minnesota
$7.78M
CWA
4
Cascade Wealth Advisors
Washington
$6.46M
Jane Street
5
Jane Street
New York
$5.07M
FFA
6
Farther Finance Advisors
California
$4.86M
PIWA
7
Prevail Innovative Wealth Advisors
Kansas
$4.41M
MML Investors Services
8
MML Investors Services
Massachusetts
$3.99M
Stifel Financial
9
Stifel Financial
Missouri
$3.01M
PWM
10
Palacios Wealth Management
Florida
$2.98M
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$2.53M
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.48M
MSWA
13
Marshall & Sterling Wealth Advisors
New York
$2.31M
IWAO
14
Independence Wealth Advisors (Ohio)
Ohio
$2.26M
SF
15
Summit Financial
New Jersey
$2.19M
GSIAS
16
Garden State Investment Advisory Services
New Jersey
$2.06M
MWM
17
Moran Wealth Management
Florida
$1.52M
HNWAG
18
High Net Worth Advisory Group
Florida
$1.48M
BIG
19
Brookwood Investment Group
Arizona
$1.43M
CIAS
20
Capital Investment Advisory Services
North Carolina
$1.4M
MA
21
Mutual Advisors
Nebraska
$1.37M
OL
22
Owen LaRue
Kentucky
$1.22M
SI
23
Stephens Inc
Arkansas
$1.13M
IFG
24
Independent Financial Group
California
$1.11M
KAS
25
Kestra Advisory Services
Texas
$978K