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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
KFGK
101
Keystone Financial Group (Kentucky)
Kentucky
$785K
AWE
102
Avidian Wealth Enterprises
Texas
$765K +$487K +8,936 +170%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$758K +$368K +6,759 +92%
CA
104
CoreCap Advisors
Michigan
$753K +$141K +2,598 +23%
OE
105
October Effect
Virginia
$742K +$750K +13,780 New
Osaic Holdings
106
Osaic Holdings
Arizona
$738K +$175K +3,213 +31%
NG
107
Norden Group
Utah
$725K +$245K +4,492 +50%
EIP
108
Ellis Investment Partners
Pennsylvania
$718K +$411K +7,541 +130%
LA
109
Latitude Advisors
Florida
$705K +$491K +9,019 +222%
NW
110
NewEdge Wealth
Pennsylvania
$677K +$21.7K +398 +3%
SIS
111
Sound Income Strategies
Florida
$672K +$673K +12,366 New
SPIA
112
Steward Partners Investment Advisory
New York
$656K +$329K +6,046 +98%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$646K +$315K +5,788 +93%
SFA
114
Sequoia Financial Advisors
Ohio
$637K +$24K +440 +4%
BIS
115
BG Investment Services
Guam
$633K +$318K +5,831 +98%
HWP
116
Hibernia Wealth Partners
Louisiana
$625K +$316K +5,800 +100%
FFA
117
Farther Finance Advisors
California
$624K +$631K +11,592 New
DIM
118
Delta Investment Management
California
$610K +$301K +5,522 +95%
PWM
119
Puff Wealth Management
New Jersey
$604K +$612K +11,244 New
MAM
120
Milestone Asset Management
Pennsylvania
$591K +$95.3K +1,750 +19%
Creative Planning
121
Creative Planning
Kansas
$579K +$382K +7,021 +188%
CIA
122
Capital Investment Advisors
Georgia
$572K +$212K +3,897 +58%
AFP
123
Alpha Financial Partners
Kentucky
$569K -$1.27M -23,376 -69%
EM
124
ELCO Management
New York
$549K +$267K +4,900 +92%
AF
125
Allworth Financial
California
$543K +$288K +5,285 +110%