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NEOS S&P 500 High Income ETF

393 hedge funds and large institutions have $1.37B invested in NEOS S&P 500 High Income ETF in 2026 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 217 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 63

188% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 26

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

18% more capital invested

Capital invested by funds: $1.16B → $1.37B (+$214M)

12% more funds holding

Funds holding: 351393 (+42)

0.18% less ownership

Funds ownership: 17.04%16.86% (-0.18%)

3% less call options, than puts

Call options by funds: $15.2M | Put options by funds: $15.8M

Holders
393
Holders Change
+42
Holders Change %
+11.97%
% of All Funds
4.84%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.23%
New
75
Increased
217
Reduced
63
Closed
26
Calls
$15.2M
Puts
$15.8M
Net Calls
-$543K
Net Calls Change
-$7.09M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$212M +$60.2M +1,161,798 +37%
FWM
2
Foguth Wealth Management
Michigan
$65.4M +$56.8M +1,096,123 +927%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$52.4M +$6.96M +134,250 +14%
GI
4
Gradient Investments
Minnesota
$51.2M -$38.8M -748,841 -42%
UBS Group
5
UBS Group
Switzerland
$46.2M -$6.11M -117,946 -11%
Stifel Financial
6
Stifel Financial
Missouri
$34M +$4.53M +87,438 +15%
PAG
7
Private Advisor Group
New Jersey
$29.6M +$2.82M +54,392 +10%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$26.5M +$7.46M +143,956 +37%
MS
9
Madden Securities
Texas
$26.5M +$5.72M +110,359 +26%
HCM
10
Howard Capital Management
Georgia
$25.9M +$3.73M +71,905 +16%
MML Investors Services
11
MML Investors Services
Massachusetts
$24.5M -$7.69M -148,440 -23%
Raymond James Financial
12
Raymond James Financial
Florida
$22.7M +$800K +15,431 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$21.5M +$4.88M +94,235 +28%
SHFP
14
Second Half Financial Partners
Florida
$20M
MFG
15
Merit Financial Group
Georgia
$18.8M -$2.28M -44,047 -10%
CWA
16
Cascade Wealth Advisors
Washington
$18.2M +$542K +10,468 +3%
Two Sigma Investments
17
Two Sigma Investments
New York
$17M +$15.9M +307,200 +833%
APW
18
Aventura Private Wealth
Florida
$13.7M +$1.95M +37,648 +16%
UA
19
URS Advisory
Florida
$13.3M +$555K +10,706 +4%
FFA
20
Farther Finance Advisors
California
$13M +$12.7M +244,466 +1,396%
SF
21
Summit Financial
New Jersey
$11.5M +$3.26M +62,916 +37%
CIAS
22
Capital Investment Advisory Services
North Carolina
$11.3M +$3.89M +75,116 +49%
KAS
23
Kestra Advisory Services
Texas
$11M +$900K +17,367 +8%
SWP
24
Stratos Wealth Partners
Ohio
$10.7M +$1.8M +34,708 +19%
CWM
25
Centurion Wealth Management
Virginia
$10.4M +$10.9M +210,514 New