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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
SA
276
Sonoma Allocations
California
$317K -$14.7K -284 -4%
JSW
277
Journey Strategic Wealth
New Jersey
$317K +$8.86K +171 +3%
ATPW
278
Ashton Thomas Private Wealth
Arizona
$315K
SC
279
Savant Capital
Illinois
$315K +$331K +6,383 New
RIS
280
Richmond Investment Services
Wisconsin
$309K +$83.9K +1,620 +35%
CW
281
CreativeOne Wealth
Kansas
$309K +$37K +714 +13%
BWM
282
Braeburn Wealth Management
Michigan
$297K
HOWA
283
Heritage Oak Wealth Advisors
Florida
$297K +$312K +6,024 New
SAM
284
Smartleaf Asset Management
Massachusetts
$292K +$315K +6,085 New
NFG
285
Nations Financial Group
Iowa
$288K +$303K +5,839 New
EA
286
Eclectic Associates
California
$284K
SYBT
287
Stock Yards Bank & Trust
Kentucky
$278K
IAS
288
Insigneo Advisory Services
Florida
$277K +$8.14K +157 +3%
TCBWMS
289
Texas Capital Bank Wealth Management Services
Texas
$274K +$287K +5,543 New
SAA
290
Southeast Asset Advisors
Georgia
$272K
AWA
291
A4 Wealth Advisors
North Carolina
$267K -$511K -9,856 -65%
HA
292
Helium Advisors
Washington
$267K +$281K +5,414 New
IIA
293
IPG Investment Advisors
California
$267K +$20.7K +399 +8%
SCA
294
Scott Capital Advisors
Oregon
$264K +$268K +5,170 New
FWI
295
Facet Wealth Inc
Maryland
$257K +$5.08K +98 +2%
SS
296
Sunbelt Securities
Texas
$252K +$28.2K +545 +12%
SWM
297
Silverlake Wealth Management
Vermont
$251K +$31.1K +600 +13%
IWA
298
Integrity Wealth Advisors
California
$250K +$55.3K +1,067 +27%
FA
299
Flagstar Advisors
New York
$248K +$260K +5,024 New
Bank of New York Mellon
300
Bank of New York Mellon
New York
$248K -$332K -6,411 -56%