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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
IAN
226
Integrated Advisors Network
Texas
$569K +$8.34K +161 +1%
CWA
227
Capital Wealth Alliance
Arizona
$557K +$11.7K +226 +2%
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$551K -$17.8K -343 -3%
CAM
229
Cresset Asset Management
Illinois
$548K -$168K -3,242 -23%
CWM
230
Cornerstone Wealth Management
Missouri
$536K +$13.8K +266 +3%
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$527K +$554K +10,684 New
SAI
232
Savvy Advisors Inc
New York
$511K -$3.11K -60 -0.6%
RFW
233
Redwood Family Wealth
Texas
$506K +$5.65K +109 +1%
TFS
234
Thoroughbred Financial Services
Tennessee
$501K +$75.7K +1,461 +17%
Brown Advisory
235
Brown Advisory
Maryland
$499K +$104 +2 +0%
SIG
236
Spinnaker Investment Group
California
$494K
CAMG
237
CWA Asset Management Group
Florida
$494K +$23.8K +460 +5%
VAMG
238
Voisard Asset Management Group
Michigan
$494K
LWL
239
Leo Wealth LLC
Texas
$483K -$1.29K -25 -0.3%
XT
240
XTX Topco
Cayman Islands
$472K +$495K +9,560 New
AI
241
Atria Investments
North Carolina
$469K +$92.7K +1,788 +23%
WI
242
Westbourne Investments
Virginia
$461K -$148K -2,865 -23%
RW
243
Rockport Wealth
Ohio
$461K
KFAS
244
Keating Financial Advisory Services
Kansas
$453K +$236K +4,556 +99%
VA
245
VestGen Advisors
Illinois
$445K +$80.2K +1,547 +23%
NF
246
Nvest Financial
New Hampshire
$438K +$459K +8,862 New
EMAM
247
Encompass More Asset Management
California
$433K +$30.8K +594 +7%
SFC
248
Strategic Financial Concepts
Texas
$432K +$454K +8,760 New
CP
249
Camelot Portfolios
Ohio
$424K +$42.3K +817 +11%
MWAM
250
Manhattan West Asset Management
California
$420K +$441K +8,516 New