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NEOS Nasdaq 100 High Income ETF

88 hedge funds and large institutions have $95.9M invested in NEOS Nasdaq 100 High Income ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+20
Holders Change %
+29.41%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
41
Reduced
13
Closed
8
Calls
$764K
Puts
$1.75M
Net Calls
-$986K
Net Calls Change
-$400K
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$17.8M +$9.35M +197,114 +110%
SHFP
2
Second Half Financial Partners
Florida
$15.8M -$1.62M -34,078 -9%
TSWM
3
Tyler-Stone Wealth Management
Ohio
$7.96M +$2.16M +45,447 +37%
MML Investors Services
4
MML Investors Services
Massachusetts
$4.63M +$876K +18,475 +23%
Stifel Financial
5
Stifel Financial
Missouri
$3.99M +$1.17M +24,570 +41%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$3.79M +$1.67M +35,206 +79%
CIAS
7
Capital Investment Advisory Services
North Carolina
$3.58M +$2.58M +54,353 +257%
SWP
8
Stratos Wealth Partners
Ohio
$2.29M +$2.29M +48,334 New
UBS Group
9
UBS Group
Switzerland
$2.23M +$2.19M +46,113 +5,764%
GFG
10
Grantvest Financial Group
New Jersey
$1.99M +$428K +9,021 +27%
AWM
11
Apollon Wealth Management
South Carolina
$1.7M +$452K +9,530 +36%
GIA
12
Gladstone Institutional Advisory
Florida
$1.63M +$962K +20,273 +143%
CWA
13
Cascade Wealth Advisors
Washington
$1.38M +$1.38M +29,628 New
NFSG
14
Newbridge Financial Services Group
Florida
$1.3M +$707K +14,915 +119%
PI
15
PFG Investments
New York
$1.27M +$1.27M +26,843 New
RA
16
RiverTree Advisors
Florida
$1.23M +$1.23M +25,870 New
CPL
17
CAP Partners LLC
Tennessee
$1.13M +$251K +5,286 +29%
PAG
18
Private Advisor Group
New Jersey
$1.09M +$690K +14,556 +174%
HNWAG
19
High Net Worth Advisory Group
Florida
$1.04M +$408K +8,594 +65%
MS
20
Madden Securities
Texas
$900K +$900K +18,965 New
RA
21
RFG Advisory
Alabama
$849K +$849K +17,906 New
HighTower Advisors
22
HighTower Advisors
Illinois
$834K +$49K +1,034 +6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$832K +$464K +9,781 +126%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$776K +$537K +11,317 +225%
SWA
25
Stratos Wealth Advisors
Ohio
$692K +$692K +14,594 New