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NEOS Nasdaq 100 High Income ETF

88 hedge funds and large institutions have $95.9M invested in NEOS Nasdaq 100 High Income ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+20
Holders Change %
+29.41%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
41
Reduced
13
Closed
8
Calls
$764K
Puts
$1.75M
Net Calls
-$986K
Net Calls Change
-$400K
Name Holding Trade Value Shares
Change
Shares
Change %
RCWM
51
Red Crane Wealth Management
California
$269K +$70.6K +1,489 +36%
DWM
52
Diversify Wealth Management
Utah
$268K +$268K +5,633 New
6F
53
626 Financial
Michigan
$267K +$267K +5,620 New
MA
54
Montag & Associates
Georgia
$261K +$172K +3,635 +195%
Truist Financial
55
Truist Financial
North Carolina
$258K +$3.37K +71 +1%
DIM
56
Delta Investment Management
California
$245K +$245K +5,156 New
WP
57
WealthPLAN Partners
Nebraska
$243K +$243K +5,131 New
RIA
58
RPG Investment Advisory
California
$228K +$228K +4,810 New
AI
59
Atria Investments
North Carolina
$225K +$225K +4,739 New
IAIM
60
International Assets Investment Management
Florida
$212K +$24K +505 +13%
GVAG
61
Great Valley Advisor Group
Delaware
$205K +$205K +4,315 New
BlackRock
62
BlackRock
New York
$199K +$199K +4,206 New
CFD
63
Creative Financial Designs
Indiana
$198K -$28.3K -596 -13%
PSFG
64
Park Square Financial Group
Georgia
$180K +$180K +3,800 New
BLC
65
Brown, Lisle/Cummings
Rhode Island
$167K +$10.7K +225 +7%
PTC
66
Private Trust Company
Ohio
$165K +$69.9K +1,474 +74%
AWM
67
Atticus Wealth Management
Florida
$151K -$9.2K -194 -6%
Wells Fargo
68
Wells Fargo
California
$133K +$73.8K +1,556 +124%
NA
69
NewEdge Advisors
Louisiana
$113K +$113K +2,382 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$94.2K +$94.2K +1,986 New
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$88K +$88K +1,860 New
AF
72
Advisornet Financial
Minnesota
$85.8K +$59.1K +1,246 +221%
AF
73
Allworth Financial
California
$77.3K +$77K +1,642 +27,367%
Simplex Trading
74
Simplex Trading
Illinois
$63K +$60.8K +1,284 +2,732%
CSB
75
City State Bank
Iowa
$47.4K +$47.4K +1,000 New