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NEOS S&P 500 High Income ETF

392 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 74 funds opening new positions, 217 increasing their positions, 63 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: $ → $

12% more funds holding

Funds holding: 351392 (+41)

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
392
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
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
PPW
251
Pasadena Private Wealth
California
$416K
NPFS
252
Novak & Powell Financial Services
Florida
$413K
CFG
253
Copley Financial Group
California
$411K
AF
254
Allworth Financial
California
$408K
EA
255
Ergawealth Advisors
Illinois
$405K
CWAF
256
Core Wealth Advisors (Florida)
Florida
$398K
Envestnet Portfolio Solutions
257
Envestnet Portfolio Solutions
Illinois
$396K
NWA
258
Navis Wealth Advisors
New York
$391K
MCC
259
Money Concepts Capital
Florida
$387K
VCM
260
Virtue Capital Management
Tennessee
$386K
AAS
261
Annex Advisory Services
Wisconsin
$376K
KFGK
262
Keystone Financial Group (Kentucky)
Kentucky
$374K
Bank of Montreal
263
Bank of Montreal
Ontario, Canada
$366K
WCFA
264
Walkner Condon Financial Advisors
Wisconsin
$362K
Morgan Stanley
265
Morgan Stanley
New York
$360K
FMN
266
Financial Management Network
California
$359K
CFG
267
Certior Financial Group
Pennsylvania
$358K
PCM
268
Pointe Capital Management
Michigan
$352K
PWAM
269
Private Wealth Asset Management
Iowa
$344K
SAW
270
Signal Advisors Wealth
Michigan
$341K
TAM
271
TCP Asset Management
Ohio
$335K
FFM
272
Forum Financial Management
Illinois
$326K
MFG
273
Magnus Financial Group
New York
$323K
Lido Advisors
274
Lido Advisors
California
$322K
FWA
275
FSM Wealth Advisors
Ohio
$319K