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NEOS Nasdaq 100 High Income ETF

262 hedge funds and large institutions have $703M invested in NEOS Nasdaq 100 High Income ETF in 2025 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 143 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 27

300% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 18

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

48% more capital invested

Capital invested by funds: $476M → $703M (+$228M)

34% more call options, than puts

Call options by funds: $34.8M | Put options by funds: $25.9M

26% more funds holding

Funds holding: 208262 (+54)

0.41% less ownership

Funds ownership: 9.88%9.47% (-0.41%)

Holders
262
Holders Change
+54
Holders Change %
+25.96%
% of All Funds
3.19%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
72
Increased
143
Reduced
27
Closed
18
Calls
$34.8M
Puts
$25.9M
Net Calls
+$8.89M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$52.6K +$52.8K +970 New
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$51K +$51.5K +946 New
OC
228
Optima Capital
Oregon
$39.8K +$40.2K +739 New
Russell Investments Group
229
Russell Investments Group
United Kingdom
$38.2K +$15.5K +284 +67%
FDCDDQ
230
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.7K +$16.3K +300 +75%
BWL
231
Bogart Wealth LLC
Virginia
$37K +$9.97K +183 +36%
GWM
232
Geneos Wealth Management
Colorado
$31.4K +$1.09K +20 +4%
POIA
233
Pin Oak Investment Advisors
Texas
$29K +$5.45K +100 +22%
HCM
234
Hollencrest Capital Management
California
$27.9K +$28.2K +518 New
S
235
SignatureFD
Georgia
$22.9K +$17.7K +325 +325%
PA
236
Parallel Advisors
California
$20.1K +$20.4K +374 New
CAL
237
Capital Analysts LLC
Pennsylvania
$19K -$980 -18 -5%
CIA
238
Cape Investment Advisory
Georgia
$16.8K +$17K +312 New
RBC
239
Roble Belko & Company
Pennsylvania
$16K +$6.81K +125 +71%
AUB
240
Atlantic Union Bankshares
Virginia
$11.2K +$11.3K +208 New
VR
241
Vision Retirement
New Jersey
$10.9K +$11K +202 New
WAS
242
Winch Advisory Services
Wisconsin
$10.7K +$381 +7 +4%
FMP
243
Financial Management Professionals
Texas
$8.99K +$9.1K +167 New
CI
244
CX Institutional
Indiana
$8K +$8.17K +150 New
TAM
245
Tucker Asset Management
Colorado
$7.81K +$7.9K +145 New
DF
246
Dunhill Financial
United Kingdom
$5.39K
IA
247
IFS Advisors
Kansas
$5.39K +$5.45K +100 New
GIA
248
GHP Investment Advisors
Colorado
$4.34K +$4.41K +81 New
SC
249
Swan Capital
Florida
$3.99K +$4.03K +74 New
EP
250
Essential Partners
California
$3.18K +$3.21K +59 New