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NEOS S&P 500 High Income ETF

390 hedge funds and large institutions have $1.3B invested in NEOS S&P 500 High Income ETF in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 214 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

11% more funds holding

Funds holding: 351390 (+39)

0.98% less ownership

Funds ownership: 17.06%16.08% (-0.98%)

3% less call options, than puts

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

Holders
390
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.2M
Puts
$15.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Cornerstone Wealth Management
Missouri
$536K
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$527K
SAI
228
Savvy Advisors Inc
New York
$511K
RFW
229
Redwood Family Wealth
Texas
$506K
TFS
230
Thoroughbred Financial Services
Tennessee
$501K
Brown Advisory
231
Brown Advisory
Maryland
$499K
SIG
232
Spinnaker Investment Group
California
$494K
CAMG
233
CWA Asset Management Group
Florida
$494K
VAMG
234
Voisard Asset Management Group
Michigan
$494K
LWL
235
Leo Wealth LLC
Texas
$483K
XT
236
XTX Topco
Cayman Islands
$472K
AI
237
Atria Investments
North Carolina
$469K
WI
238
Westbourne Investments
Virginia
$461K
RW
239
Rockport Wealth
Ohio
$461K
KFAS
240
Keating Financial Advisory Services
Kansas
$453K
VA
241
VestGen Advisors
Illinois
$445K
NF
242
Nvest Financial
New Hampshire
$438K
EMAM
243
Encompass More Asset Management
California
$433K
SFC
244
Strategic Financial Concepts
Texas
$432K
CP
245
Camelot Portfolios
Ohio
$424K
NA
246
NewEdge Advisors
Louisiana
$422K
MWAM
247
Manhattan West Asset Management
California
$420K
PPW
248
Pasadena Private Wealth
California
$416K
NPFS
249
Novak & Powell Financial Services
Florida
$413K
CFG
250
Copley Financial Group
California
$411K