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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
Truist Financial
151
Truist Financial
North Carolina
$378K +$90.1K +1,654 +31%
CFA
152
Camarda Financial Advisors
Florida
$375K -$17.7K -325 -4%
PTC
153
Private Trust Company
Ohio
$372K +$1.31K +24 +0.3%
SCA
154
Snowden Capital Advisors
New York
$372K +$26.6K +489 +8%
CPIG
155
Chicago Partners Investment Group
Illinois
$366K
WIM
156
Waycross Investment Management
Washington
$366K +$66.6K +1,222 +22%
RCWM
157
Red Crane Wealth Management
California
$364K +$41.7K +766 +13%
AWM
158
Aprio Wealth Management
Georgia
$354K +$358K +6,575 New
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$344K +$43.1K +792 +14%
SIM
160
Seaview Investment Managers
Florida
$342K -$258K -4,736 -43%
IWM
161
IHT Wealth Management
Illinois
$337K +$341K +6,257 New
IA
162
IFP Advisors
Florida
$333K -$59.3K -1,089 -15%
IIA
163
IPG Investment Advisors
California
$333K +$336K +6,175 New
NG
164
Novem Group
New York
$329K +$22.1K +405 +7%
NPFS
165
Novak & Powell Financial Services
Florida
$329K +$16.3K +300 +5%
BWP
166
Balboa Wealth Partners
Arizona
$322K +$43K +790 +15%
MFG
167
Magnus Financial Group
New York
$316K +$8.61K +158 +3%
CW
168
CreativeOne Wealth
Kansas
$314K +$318K +5,838 New
HAS
169
HBW Advisory Services
California
$314K +$1.91K +35 +0.6%
IWC
170
Integrated Wealth Concepts
Massachusetts
$314K -$211K -3,880 -40%
RWA
171
Redhawk Wealth Advisors
Minnesota
$305K -$17.2K -316 -5%
6F
172
626 Financial
Michigan
$303K
FFM
173
Forum Financial Management
Illinois
$299K
MA
174
Mutual Advisors
Nebraska
$293K +$47.6K +874 +19%
CA
175
Claro Advisors
Massachusetts
$287K -$1.63K -30 -0.6%