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NEOS Nasdaq 100 High Income ETF

68 hedge funds and large institutions have $73M invested in NEOS Nasdaq 100 High Income ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 29 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+21
Holders Change %
+44.68%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
28
Increased
29
Reduced
7
Closed
6
Calls
$372K
Puts
$958K
Net Calls
-$586K
Net Calls Change
-$586K
Name Holding Trade Value Shares
Change
Shares
Change %
SHFP
1
Second Half Financial Partners
Florida
$19.3M +$19.3M +368,009 New
LPL Financial
2
LPL Financial
California
$9.35M +$2.11M +40,367 +29%
TSWM
3
Tyler-Stone Wealth Management
Ohio
$6.4M +$1.41M +26,879 +28%
MML Investors Services
4
MML Investors Services
Massachusetts
$4.14M +$4.14M +79,101 New
Stifel Financial
5
Stifel Financial
Missouri
$3.12M +$772K +14,733 +33%
Jane Street
6
Jane Street
New York
$2.87M -$1.93M -36,769 -40%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.34M +$1.43M +27,283 +157%
Citadel Advisors
8
Citadel Advisors
Florida
$2.19M +$2.19M +41,828 New
Ameriprise
9
Ameriprise
Minnesota
$1.76M +$350K +6,683 +25%
GFG
10
Grantvest Financial Group
New Jersey
$1.72M +$1.72M +32,895 New
AWM
11
Apollon Wealth Management
South Carolina
$1.38M +$1.38M +26,410 New
OMC
12
Old Mission Capital
Illinois
$1.12M -$1.26M -24,150 -53%
CIAS
13
Capital Investment Advisory Services
North Carolina
$1.11M +$868K +16,573 +362%
CPL
14
CAP Partners LLC
Tennessee
$971K +$98.3K +1,877 +11%
HighTower Advisors
15
HighTower Advisors
Illinois
$866K +$866K +16,546 New
G
16
Gainplan
Michigan
$740K +$740K +14,139 New
GIA
17
Gladstone Institutional Advisory
Florida
$740K +$740K +14,132 New
HNWAG
18
High Net Worth Advisory Group
Florida
$696K +$359K +6,854 +106%
IC
19
IEQ Capital
California
$667K +$23K +439 +4%
NFSG
20
Newbridge Financial Services Group
Florida
$655K +$63K +1,203 +11%
NW
21
NewEdge Wealth
Pennsylvania
$638K -$57.4K -1,096 -8%
NWM
22
Napa Wealth Management
California
$572K +$175K +3,341 +44%
AWA
23
Arete Wealth Advisors
Illinois
$563K +$24.7K +470 +5%
KAS
24
Kestra Advisory Services
Texas
$529K +$84.5K +1,613 +19%
USCWA
25
U.S. Capital Wealth Advisors
Texas
$524K +$19.6K +375 +4%