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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
LA
51
Lifeworks Advisors
Michigan
$2.65M +$2.68M +49,191 New
AWA
52
Arete Wealth Advisors
Illinois
$2.54M +$202K +3,714 +9%
GFG
53
Grantvest Financial Group
New Jersey
$2.48M +$129K +2,367 +5%
OL
54
Owen LaRue
Kentucky
$2.48M +$818K +15,023 +48%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$2.28M -$90.7K -1,666 -4%
PAS
56
Park Avenue Securities
New York
$2.13M +$2.15M +39,485 New
SS
57
SBI Securities
Japan
$2.05M +$2.07M +37,988 New
KA
58
Kovack Advisors
Florida
$2.04M +$1.41M +25,977 +217%
CIA
59
Concurrent Investment Advisors
Florida
$1.99M +$241K +4,434 +14%
SFS
60
Sowell Financial Services
Arkansas
$1.96M +$1.98M +36,419 New
FIA
61
Foundations Investment Advisors
Arizona
$1.88M +$285K +5,229 +18%
BAM
62
Belpointe Asset Management
Nevada
$1.88M +$1.9M +34,847 New
KFS
63
Kaizen Financial Strategies
California
$1.87M +$52K +955 +3%
UIC
64
Uniplan Investment Counsel
Wisconsin
$1.76M +$1.78M +32,746 New
BWP
65
BlueStem Wealth Partners
Minnesota
$1.76M +$322K +5,920 +22%
USCWA
66
U.S. Capital Wealth Advisors
Texas
$1.73M +$44.1K +810 +3%
AAS
67
Ameritas Advisory Services
Nebraska
$1.69M +$1.69M +31,065 +8,726%
HighTower Advisors
68
HighTower Advisors
Illinois
$1.65M +$207K +3,810 +14%
CPL
69
CAP Partners LLC
Tennessee
$1.61M +$174K +3,192 +12%
VCM
70
Virtue Capital Management
Tennessee
$1.6M +$1.58M +29,100 +3,948%
TA
71
Tactive Advisors
Florida
$1.46M -$146K -2,675 -9%
GSIAS
72
Garden State Investment Advisory Services
New Jersey
$1.45M +$160K +2,946 +12%
G
73
Gainplan
Michigan
$1.42M +$283K +5,193 +24%
GIA
74
Gladstone Institutional Advisory
Florida
$1.42M +$111K +2,034 +8%
PIWA
75
Prevail Innovative Wealth Advisors
Kansas
$1.38M +$1.39M +25,530 New