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NEOS Nasdaq 100 High Income ETF

302 hedge funds and large institutions have $898M invested in NEOS Nasdaq 100 High Income ETF in 2026 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 170 increasing their positions, 42 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 42

176% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 25

28% more call options, than puts

Call options by funds: $50.9M | Put options by funds: $39.8M

28% more capital invested

Capital invested by funds: $703M → $898M (+$195M)

15% more funds holding

Funds holding: 262302 (+40)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

0.22% more ownership

Funds ownership: 9.47%9.7% (+0.22%)

Holders
302
Holders Change
+40
Holders Change %
+15.27%
% of All Funds
3.72%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
69
Increased
170
Reduced
42
Closed
25
Calls
$50.9M
Puts
$39.8M
Net Calls
+$11.1M
Net Calls Change
+$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$108M +$12.7M +241,876 +13%
Morgan Stanley
2
Morgan Stanley
New York
$50.8M +$31.8M +605,012 +145%
Goldman Sachs
3
Goldman Sachs
New York
$47.1M +$40.9M +776,901 +456%
NCM
4
Nearwater Capital Markets
Ireland
$34.8M +$36.8M +700,000 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$32.6M +$3.4M +64,629 +11%
FWM
6
Foguth Wealth Management
Michigan
$27.8M +$19.3M +366,485 +306%
MFG
7
Merit Financial Group
Georgia
$27.5M +$2.54M +48,211 +10%
SHFP
8
Second Half Financial Partners
Florida
$24.8M
UBS Group
9
UBS Group
Switzerland
$24.3M -$11.3M -214,690 -30%
IFG
10
Independent Financial Group
California
$22.2M +$703K +13,356 +3%
MS
11
Madden Securities
Texas
$21.2M +$7.26M +137,864 +48%
CIAS
12
Capital Investment Advisory Services
North Carolina
$18.5M +$6M +114,065 +44%
HCM
13
Howard Capital Management
Georgia
$18.4M -$12.5M -236,808 -39%
MW
14
MBL Wealth
North Carolina
$13.7M +$1.31M +24,830 +10%
Raymond James Financial
15
Raymond James Financial
Florida
$13.6M +$14.1M +268,708 +5,915%
AWM
16
Apollon Wealth Management
South Carolina
$12.8M +$2.56M +48,720 +23%
MML Investors Services
17
MML Investors Services
Massachusetts
$11.1M -$7.78M -147,881 -40%
CWA
18
Cascade Wealth Advisors
Washington
$11.1M +$298K +5,656 +3%
UA
19
URS Advisory
Florida
$11M +$1.56M +29,601 +16%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$10.8M +$1.27M +24,159 +13%
PAG
21
Private Advisor Group
New Jersey
$10.3M +$2.12M +40,329 +24%
SF
22
Summit Financial
New Jersey
$10.1M +$2.47M +46,846 +30%
Stifel Financial
23
Stifel Financial
Missouri
$7.79M +$1.55M +29,416 +23%
CL
24
Choreo LLC
Illinois
$7.72M +$8.18M +155,449 New
NFG
25
Northeast Financial Group
Pennsylvania
$7.63M +$8.08M +153,434 New

QQQI Hedge Fund Activity: Q1 2026 in Review

302 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in NEOS Nasdaq 100 High Income ETF (QQQI) for Q1 2026, worth a combined $898M — up 28% from $703M a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new QQQI positions and 25 closed out — a net gain of 44 holders — while 170 added to existing stakes and 42 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $40.9M. The largest seller was Howard Capital Management, cutting an estimated $12.5M.

  • 302 institutional investors held NEOS Nasdaq 100 High Income ETF (QQQI) as of Q1 2026, up from 262 in Q4 2025.
  • Funds reported $898M of NEOS Nasdaq 100 High Income ETF stock for Q1 2026, up 28% quarter-over-quarter.
  • 69 funds opened new NEOS Nasdaq 100 High Income ETF positions in Q1 2026 and 25 closed out, a net change of +44 holders.
  • The largest NEOS Nasdaq 100 High Income ETF buyer in Q1 2026 was Goldman Sachs, an estimated $40.9M added.
  • The largest NEOS Nasdaq 100 High Income ETF seller in Q1 2026 was Howard Capital Management, an estimated $12.5M sold.

Based on aggregated 13F filings for Q1 2026.