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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
LPL Financial
1
LPL Financial
California
$11.9M +$863K +16,137 +7%
PI
2
PFG Investments
New York
$3.84M +$37.2K +696 +0.9%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.62M +$1.68M +31,378 +80%
CA
4
Clearstead Advisors
Ohio
$3.42M +$48.9K +914 +1%
WA
5
Wealthstar Advisors
Texas
$3.37M +$161 +3 +0%
Raymond James Financial
6
Raymond James Financial
Florida
$3.02M +$1.32M +24,629 +72%
TP
7
Thayer Partners
Pennsylvania
$2.89M +$90.5K +1,692 +3%
MWM
8
Moran Wealth Management
Florida
$2.55M +$1.99M +37,119 +294%
RAS
9
RPS Advisory Solutions
Kentucky
$2.06M -$117K -2,192 -5%
RA
10
RFG Advisory
Alabama
$1.96M +$166K +3,107 +9%
GC
11
Guilbault Capital
Louisiana
$1.71M -$136K -2,534 -7%
PAG
12
Private Advisor Group
New Jersey
$1.48M -$205K -3,825 -12%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.46M +$25.2K +471 +2%
GFG
14
Goldstone Financial Group
Illinois
$1.28M -$52K -972 -4%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.04M -$10.4K -195 -1%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$892K +$14.3K +268 +2%
SWA
17
Stratos Wealth Advisors
Ohio
$848K +$13.2K +247 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$804K +$372K +6,944 +79%
SAW
19
Signal Advisors Wealth
Michigan
$803K -$146K -2,729 -15%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$757K +$642 +12 +0.1%
ACMG
21
Anchor Capital Management Group
California
$717K
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$700K +$731K +13,655 New
Stifel Financial
23
Stifel Financial
Missouri
$679K -$203K -3,801 -22%
SG
24
StoneX Group
New York
$606K +$117K +2,191 +23%
ASN
25
Advisory Services Network
Georgia
$594K +$10.2K +190 +2%