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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
LPL Financial
1
LPL Financial
California
$104M +$31.4M +576,464 +43%
UBS Group
2
UBS Group
Switzerland
$37.9M +$26.7M +491,153 +231%
HCM
3
Howard Capital Management
Georgia
$32.7M +$2.61M +47,868 +9%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$31.8M +$13.7M +251,005 +74%
MFG
5
Merit Financial Group
Georgia
$27.2M +$708K +12,995 +3%
SHFP
6
Second Half Financial Partners
Florida
$26.9M
IFG
7
Independent Financial Group
California
$23.3M +$7.28M +133,679 +45%
Morgan Stanley
8
Morgan Stanley
New York
$22.4M +$22.5M +412,334 +9,247%
MML Investors Services
9
MML Investors Services
Massachusetts
$20M +$2.72M +49,971 +16%
MS
10
Madden Securities
Texas
$15.6M +$3.19M +58,594 +25%
CIAS
11
Capital Investment Advisory Services
North Carolina
$13.9M +$4.92M +90,315 +54%
MW
12
MBL Wealth
North Carolina
$13.5M +$2.32M +42,636 +20%
AWM
13
Apollon Wealth Management
South Carolina
$11.2M +$416K +7,633 +4%
CWA
14
Cascade Wealth Advisors
Washington
$10.4M +$1.79M +32,907 +21%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$10.4M +$1.89M +34,791 +22%
UA
16
URS Advisory
Florida
$10.3M +$10.4M +190,874 New
Goldman Sachs
17
Goldman Sachs
New York
$9.17M +$9.28M +170,337 New
TFA
18
Teamwork Financial Advisors
Texas
$9.03M +$6.88M +126,260 +305%
PAG
19
Private Advisor Group
New Jersey
$9.02M -$1.4M -25,794 -13%
SF
20
Summit Financial
New Jersey
$8.4M +$3.9M +71,681 +85%
EPG
21
Estate Planners Group
Pennsylvania
$7.35M +$7.43M +136,417 New
Stifel Financial
22
Stifel Financial
Missouri
$6.86M +$943K +17,321 +16%
Corient Private Wealth
23
Corient Private Wealth
Florida
$6.53M +$3.33M +61,064 +101%
FWM
24
Foguth Wealth Management
Michigan
$6.45M +$6.53M +119,898 New
CWIG
25
Chung Wu Investment Group
Texas
$6.16M +$814K +14,940 +15%