We are live on ! Find out more
QQQI icon

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
IAS
176
Insigneo Advisory Services
Florida
$280K +$44.5K +818 +19%
KFAS
177
Keating Financial Advisory Services
Kansas
$275K +$278K +5,108 New
FAG
178
Fortitude Advisory Group
Washington
$274K +$13.5K +247 +5%
DADC
179
D.A. Davidson & Co
Montana
$268K +$271K +4,970 New
AWM
180
AE Wealth Management
Kansas
$267K +$170K +3,120 +170%
CAI
181
Capital Advisors Inc
Oklahoma
$256K +$259K +4,750 New
JSW
182
Journey Strategic Wealth
New Jersey
$253K +$24.7K +454 +11%
SA
183
Sonoma Allocations
California
$252K
TCM
184
Traynor Capital Management
Pennsylvania
$251K +$254K +4,656 New
KFP
185
Kerr Financial Planning
California
$251K +$261K +4,800 +53,333%
OIA
186
OneDigital Investment Advisors
Kansas
$250K +$253K +4,648 New
CSP
187
Cary Street Partners
Virginia
$248K +$251K +4,610 New
Raymond James Financial
188
Raymond James Financial
Florida
$245K -$26.2K -481 -10%
ASN
189
Advisory Services Network
Georgia
$242K +$243K +4,466 +17,864%
HIS
190
Horizon Investment Services
Indiana
$239K +$8.28K +152 +4%
MFG
191
Midwest Financial Group
Kansas
$237K +$16.3K +300 +7%
AWM
192
Atticus Wealth Management
Florida
$235K +$3.54K +65 +2%
JIP
193
Jaffetilchin Investment Partners
Florida
$232K +$234K +4,305 New
GWP
194
Gateway Wealth Partners
Wisconsin
$231K +$233K +4,282 New
WAP
195
Wealthcare Advisory Partners
Pennsylvania
$227K +$230K +4,218 New
MA
196
Montag & Associates
Georgia
$227K -$145K -2,666 -39%
Pathstone Holdings
197
Pathstone Holdings
New Jersey
$226K +$980 +18 +0.4%
KFA
198
Kapstone Financial Advisors
Ohio
$219K +$222K +4,069 New
JWCA
199
J.W. Cole Advisors
Florida
$217K +$349K +6,409 +57%
AFG
200
Atomi Financial Group
New York
$212K +$215K +3,942 New