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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
AHL
301
Abel Hall LLC
Louisiana
$247K
E
302
EntreWealth
Texas
$247K +$259K +5,000 New
RSWM
303
Robertson Stephens Wealth Management
California
$247K +$60.5K +1,168 +30%
JHCP
304
Jackson Hole Capital Partners
Oklahoma
$245K +$257K +4,962 New
MFG
305
Marmo Financial Group
Tennessee
$244K
MWM
306
Meridian Wealth Management
Kentucky
$242K -$109K -2,095 -30%
APWA
307
Atlas Private Wealth Advisors
New Jersey
$239K +$34.1K +659 +16%
VVP
308
Venture Visionary Partners
Ohio
$235K +$10.6K +204 +4%
WH
309
Willner & Heller
California
$235K +$19.8K +382 +9%
SAM
310
Synergy Asset Management
Washington
$231K +$243K +4,686 New
IWN
311
Independent Wealth Network
Iowa
$230K +$242K +4,662 New
Cerity Partners
312
Cerity Partners
New York
$230K +$239K +4,618 New
SHF
313
Safe Harbor Fiduciary
Florida
$225K -$160K -3,097 -40%
PA
314
PSI Advisors
Florida
$221K +$232K +4,486 New
RFM
315
Royal Fund Management
Florida
$216K +$227K +4,371 New
AWM
316
Aprio Wealth Management
Georgia
$216K +$15.5K +300 +7%
GWSA
317
Global Wealth Strategies & Associates
Colorado
$215K
Fisher Asset Management
318
Fisher Asset Management
Washington
$210K +$221K +4,259 New
BFG
319
Berger Financial Group
Minnesota
$208K -$9.12K -176 -4%
KCAM
320
Kagan Cocozza Asset Management
New Jersey
$208K +$218K +4,204 New
DC
321
Davenport & Co
Virginia
$207K -$49.2K -950 -18%
AWM
322
Activest Wealth Management
Florida
$203K +$191K +3,695 +899%
HH
323
Hilltop Holdings
Texas
$202K
EWA
324
EverSource Wealth Advisors
Alabama
$201K +$102K +1,975 +94%
BlackRock
325
BlackRock
New York
$191K +$34.5K +666 +21%