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NEOS Nasdaq-100 Hedged Equity Income ETF

76 hedge funds and large institutions have $66M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 12

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

7% more funds holding

Funds holding: 7176 (+5)

6% more capital invested

Capital invested by funds: $62.3M → $66M (+$3.69M)

0.58% more ownership

Funds ownership: 18.23%18.81% (+0.58%)

Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
34
Reduced
12
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
26
StoneX Group
New York
$524K +$47.2K +864 +10%
TA
27
TPG Advisors
Illinois
$519K +$9.72K +178 +2%
AFW
28
Atlantic Family Wealth
Florida
$481K
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$475K +$101K +1,851 +27%
MCA
30
Millennium Capital Advisors
Arkansas
$420K +$41K +750 +11%
MPWS
31
McCarter Private Wealth Services
Massachusetts
$388K
PCIA
32
Prime Capital Investment Advisors
Kansas
$372K +$8.3K +152 +2%
CWM
33
Collaborative Wealth Management
Florida
$367K
HNWAG
34
High Net Worth Advisory Group
Florida
$323K
QCM
35
Quantinno Capital Management
New York
$278K +$6.17K +113 +2%
HighTower Advisors
36
HighTower Advisors
Illinois
$274K +$492 +9 +0.2%
PWM
37
Palacios Wealth Management
Florida
$269K
MWM
38
Meridian Wealth Management
Kentucky
$262K
NS
39
NBC Securities
Alabama
$261K +$492 +9 +0.2%
AWM
40
AE Wealth Management
Kansas
$251K +$6.72K +123 +3%
SPC
41
Sigma Planning Corp
Michigan
$249K -$7.76K -142 -3%
CF
42
Centaurus Financial
California
$238K +$25.2K +461 +12%
WS
43
Wedbush Securities
California
$231K +$233K +4,261 New
LFAS
44
Level Four Advisory Services
Texas
$226K +$2.13K +39 +0.9%
OC
45
Oppenheimer & Co
New York
$221K
ECA
46
Elevated Capital Advisors
Utah
$218K
Morgan Stanley
47
Morgan Stanley
New York
$204K +$23.3K +427 +13%
PWM
48
Puff Wealth Management
New Jersey
$203K +$204K +3,740 New
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$202K +$204K +3,728 New
JHCP
50
Jackson Hole Capital Partners
Oklahoma
$190K +$191K +3,500 New