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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
PPW
251
Pasadena Private Wealth
California
$416K +$12.4K +240 +3%
NPFS
252
Novak & Powell Financial Services
Florida
$413K -$25.8K -497 -6%
CFG
253
Copley Financial Group
California
$411K +$198K +3,820 +85%
AF
254
Allworth Financial
California
$408K +$32.2K +622 +8%
EA
255
Ergawealth Advisors
Illinois
$405K +$60K +1,157 +16%
CWAF
256
Core Wealth Advisors (Florida)
Florida
$398K +$417K +8,054 New
Envestnet Portfolio Solutions
257
Envestnet Portfolio Solutions
Illinois
$396K +$154K +2,975 +59%
NWA
258
Navis Wealth Advisors
New York
$391K +$183K +3,523 +80%
MCC
259
Money Concepts Capital
Florida
$387K -$49.2K -950 -11%
VCM
260
Virtue Capital Management
Tennessee
$386K +$416K +8,037 New
AAS
261
Annex Advisory Services
Wisconsin
$376K +$395K +7,626 New
KFGK
262
Keystone Financial Group (Kentucky)
Kentucky
$374K +$72.5K +1,400 +23%
Bank of Montreal
263
Bank of Montreal
Ontario, Canada
$366K -$24.9K -480 -6%
WCFA
264
Walkner Condon Financial Advisors
Wisconsin
$362K +$24.6K +475 +7%
Morgan Stanley
265
Morgan Stanley
New York
$360K -$247K -4,761 -39%
FMN
266
Financial Management Network
California
$359K +$141K +2,713 +63%
CFG
267
Certior Financial Group
Pennsylvania
$358K +$376K +7,250 New
PCM
268
Pointe Capital Management
Michigan
$352K +$370K +7,134 New
PWAM
269
Private Wealth Asset Management
Iowa
$344K +$10.9K +210 +3%
SAW
270
Signal Advisors Wealth
Michigan
$341K -$81.7K -1,576 -19%
TAM
271
TCP Asset Management
Ohio
$335K +$352K +6,785 New
FFM
272
Forum Financial Management
Illinois
$326K +$31.2K +602 +10%
MFG
273
Magnus Financial Group
New York
$323K +$34.4K +663 +11%
Lido Advisors
274
Lido Advisors
California
$322K -$24.3K -468 -7%
FWA
275
FSM Wealth Advisors
Ohio
$319K