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NEOS Nasdaq-100 Hedged Equity Income ETF

78 hedge funds and large institutions have $63.1M invested in NEOS Nasdaq-100 Hedged Equity Income ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 17

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 7678 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.34% less ownership

Funds ownership: 18.81%18.46% (-0.34%)

4% less capital invested

Capital invested by funds: $66M → $63.1M (-$2.92M)

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
35
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
51
Centaurus Financial
California
$207K -$17.7K -331 -8%
ECA
52
Elevated Capital Advisors
Utah
$206K
HI
53
Harbour Investments
Wisconsin
$199K +$141K +2,627 +208%
Morgan Stanley
54
Morgan Stanley
New York
$165K -$28.5K -532 -14%
UBS Group
55
UBS Group
Switzerland
$157K +$39K +728 +31%
IA
56
IFP Advisors
Florida
$147K +$113K +2,111 +276%
FFA
57
Founders Financial Alliance
North Carolina
$145K +$151K +2,826 New
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$127K
DWM
59
Dogwood Wealth Management
Kansas
$83.1K +$1.93K +36 +2%
CA
60
CoreCap Advisors
Michigan
$56K
MCM
61
MAI Capital Management
Ohio
$48.3K +$803 +15 +2%
SWM
62
SHP Wealth Management
Massachusetts
$43.5K -$3.05K -57 -6%
AF
63
Allworth Financial
California
$42.8K -$4.82K -90 -10%
S
64
SignatureFD
Georgia
$35.9K +$5.35K +100 +17%
FFA
65
Farther Finance Advisors
California
$27.8K
UCB
66
United Community Bank
South Carolina
$19.5K
SPIA
67
Steward Partners Investment Advisory
New York
$13.8K +$321 +6 +2%
PTC
68
Private Trust Company
Ohio
$12.8K -$16.1K -300 -55%
BlackRock
69
BlackRock
New York
$10.7K +$11.2K +209 New
Simplex Trading
70
Simplex Trading
Illinois
$9.07K +$9.47K +177 New
ATPW
71
Ashton Thomas Private Wealth
Arizona
$9.02K +$9.42K +176 New
AWM
72
AE Wealth Management
Kansas
$6.76K -$241K -4,499 -97%
QWM
73
Quaker Wealth Management
New Jersey
$6.41K
IAAG
74
Innovative Asset Advisors Group
Connecticut
$5.13K +$5.35K +100 New
CJ
75
Caitlin John
Michigan
$2.51K