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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
LPL Financial
1
LPL Financial
California
$11.7M +$1.09M +20,045 +10%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$7.63M -$173K -3,170 -2%
PI
3
PFG Investments
New York
$4.03M +$74.8K +1,370 +2%
CA
4
Clearstead Advisors
Ohio
$3.57M +$272K +4,981 +8%
WA
5
Wealthstar Advisors
Texas
$3.57M +$874 +16 +0%
TP
6
Thayer Partners
Pennsylvania
$2.97M +$2.99M +54,773 New
RAS
7
RPS Advisory Solutions
Kentucky
$2.3M +$688K +12,589 +42%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.13M -$1.8M -33,039 -46%
GC
9
Guilbault Capital
Louisiana
$1.95M +$1.96M +35,927 New
RA
10
RFG Advisory
Alabama
$1.91M +$1.92M +35,167 New
Raymond James Financial
11
Raymond James Financial
Florida
$1.86M +$311K +5,693 +20%
PAG
12
Private Advisor Group
New Jersey
$1.77M +$20.2K +370 +1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.53M -$50.6K -926 -3%
GFG
14
Goldstone Financial Group
Illinois
$1.41M -$56.6K -1,037 -4%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.11M +$12.8K +235 +1%
SAW
16
Signal Advisors Wealth
Michigan
$999K +$426K +7,806 +74%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$931K +$219K +4,000 +30%
Stifel Financial
18
Stifel Financial
Missouri
$926K -$173K -3,168 -16%
SWA
19
Stratos Wealth Advisors
Ohio
$885K +$13.1K +239 +1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$802K -$6.99K -128 -0.9%
ACMG
21
Anchor Capital Management Group
California
$762K
MWM
22
Moran Wealth Management
Florida
$685K +$689K +12,608 New
CPIG
23
Chicago Partners Investment Group
Illinois
$670K +$6.61K +121 +1%
ASN
24
Advisory Services Network
Georgia
$619K +$10.9K +199 +2%
CPL
25
CAP Partners LLC
Tennessee
$614K +$3.11K +57 +0.5%