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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
FDCDDQ
51
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135K -$28.2K -516 -17%
UBS Group
52
UBS Group
Switzerland
$127K +$81.8K +1,498 +178%
DWM
53
Dogwood Wealth Management
Kansas
$86.1K +$1.91K +35 +2%
HI
54
Harbour Investments
Wisconsin
$68.6K +$546 +10 +0.8%
CA
55
CoreCap Advisors
Michigan
$59.3K
MCM
56
MAI Capital Management
Ohio
$50.3K +$765 +14 +2%
AF
57
Allworth Financial
California
$50.2K +$4.92K +90 +11%
SWM
58
SHP Wealth Management
Massachusetts
$49.1K +$49.4K +905 New
GAFA
59
Garton & Associates Financial Advisors
Kentucky
$49K +$49.3K +902 New
IA
60
IFP Advisors
Florida
$41.5K -$126K -2,305 -75%
KAS
61
Kestra Advisory Services
Texas
$40.4K +$40.6K +744 New
CIAS
62
Capital Investment Advisory Services
North Carolina
$34.2K
GRP
63
Global Retirement Partners
California
$32.9K
S
64
SignatureFD
Georgia
$32.6K +$10.9K +200 +50%
PTC
65
Private Trust Company
Ohio
$29.9K -$10.9K -200 -27%
FFA
66
Farther Finance Advisors
California
$29.3K
FHA
67
Flagship Harbor Advisors
Massachusetts
$23K +$23.1K +423 New
UCB
68
United Community Bank
South Carolina
$20.6K +$20.8K +380 New
SPIA
69
Steward Partners Investment Advisory
New York
$14.3K +$328 +6 +2%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$14K +$13.7K +250 New
CWP
71
Concord Wealth Partners
Virginia
$7.62K +$164 +3 +2%
QWM
72
Quaker Wealth Management
New Jersey
$6.79K -$14.4K -264 -68%
EP
73
Essential Partners
California
$2.93K +$2.95K +54 New
HNB
74
Huntington National Bank
Ohio
$2.77K
CJ
75
Caitlin John
Michigan
$2.66K