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NEOS Nasdaq 100 High Income ETF

131 hedge funds and large institutions have $229M invested in NEOS Nasdaq 100 High Income ETF in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 62 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+43
Holders Change %
+48.86%
% of All Funds
1.76%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
50
Increased
62
Reduced
10
Closed
7
Calls
$2.57M
Puts
$5.23M
Net Calls
-$2.65M
Net Calls Change
-$1.67M
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$40.3M +$20.8M +400,126 +107%
SHFP
2
Second Half Financial Partners
Florida
$26.2M +$8.8M +169,231 +51%
CWA
3
Cascade Wealth Advisors
Washington
$12.3M +$10.7M +199,713 +674%
TSWM
4
Tyler-Stone Wealth Management
Ohio
$10.2M +$1.49M +28,730 +17%
Renaissance Technologies
5
Renaissance Technologies
New York
$8.79M +$8.79M +169,000 New
PAG
6
Private Advisor Group
New Jersey
$8.56M +$7.37M +141,705 +618%
MML Investors Services
7
MML Investors Services
Massachusetts
$8.39M +$3.32M +63,769 +65%
MW
8
MBL Wealth
North Carolina
$6.21M +$6.21M +119,401 New
CIAS
9
Capital Investment Advisory Services
North Carolina
$6.08M +$2.15M +41,361 +55%
UBS Group
10
UBS Group
Switzerland
$5.28M +$2.84M +54,651 +116%
Stifel Financial
11
Stifel Financial
Missouri
$4.81M +$434K +8,345 +10%
QC
12
Quadrature Capital
United Kingdom
$4.68M +$4.68M +89,941 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.29M +$4.28M +82,248 +31,879%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.84M +$3.48M +66,907 +961%
RA
15
RFG Advisory
Alabama
$3.23M +$2.3M +44,233 +247%
AWM
16
Apollon Wealth Management
South Carolina
$3.03M +$1.16M +22,346 +62%
SWP
17
Stratos Wealth Partners
Ohio
$2.91M +$392K +7,533 +16%
PI
18
PFG Investments
New York
$2.69M +$1.29M +24,851 +93%
RA
19
RiverTree Advisors
Florida
$2.67M +$1.33M +25,520 +99%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.64M +$1.79M +34,420 +210%
GAM
21
Gotham Asset Management
New York
$2.56M +$2.56M +49,250 New
PWM
22
Palacios Wealth Management
Florida
$2.44M +$1.91M +36,739 +362%
GFG
23
Grantvest Financial Group
New Jersey
$2.22M +$41.5K +797 +2%
MS
24
Madden Securities
Texas
$2.08M +$1.09M +21,010 +111%
Corient Private Wealth
25
Corient Private Wealth
Florida
$2.02M +$2.02M +38,836 New