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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
AF
251
Allworth Financial
California
$408K
EA
252
Ergawealth Advisors
Illinois
$405K
CWAF
253
Core Wealth Advisors (Florida)
Florida
$398K
Envestnet Portfolio Solutions
254
Envestnet Portfolio Solutions
Illinois
$396K
NWA
255
Navis Wealth Advisors
New York
$391K
MCC
256
Money Concepts Capital
Florida
$387K
VCM
257
Virtue Capital Management
Tennessee
$386K
AAS
258
Annex Advisory Services
Wisconsin
$376K
KFGK
259
Keystone Financial Group (Kentucky)
Kentucky
$374K
Bank of Montreal
260
Bank of Montreal
Ontario, Canada
$366K
WCFA
261
Walkner Condon Financial Advisors
Wisconsin
$362K
Morgan Stanley
262
Morgan Stanley
New York
$360K
FMN
263
Financial Management Network
California
$359K
CFG
264
Certior Financial Group
Pennsylvania
$358K
PCM
265
Pointe Capital Management
Michigan
$352K
PWAM
266
Private Wealth Asset Management
Iowa
$344K
SAW
267
Signal Advisors Wealth
Michigan
$341K
TAM
268
TCP Asset Management
Ohio
$335K
FFM
269
Forum Financial Management
Illinois
$326K
MFG
270
Magnus Financial Group
New York
$323K
Lido Advisors
271
Lido Advisors
California
$322K
FWA
272
FSM Wealth Advisors
Ohio
$319K
SA
273
Sonoma Allocations
California
$317K
JSW
274
Journey Strategic Wealth
New Jersey
$317K
ATPW
275
Ashton Thomas Private Wealth
Arizona
$315K