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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
JHCP
301
Jackson Hole Capital Partners
Oklahoma
$245K
MFG
302
Marmo Financial Group
Tennessee
$244K
MWM
303
Meridian Wealth Management
Kentucky
$242K
APWA
304
Atlas Private Wealth Advisors
New Jersey
$239K
VVP
305
Venture Visionary Partners
Ohio
$235K
WH
306
Willner & Heller
California
$235K
SAM
307
Synergy Asset Management
Washington
$231K
IWN
308
Independent Wealth Network
Iowa
$230K
Cerity Partners
309
Cerity Partners
New York
$230K
SHF
310
Safe Harbor Fiduciary
Florida
$225K
PA
311
PSI Advisors
Florida
$221K
RFM
312
Royal Fund Management
Florida
$216K
AWM
313
Aprio Wealth Management
Georgia
$216K
GWSA
314
Global Wealth Strategies & Associates
Colorado
$215K
Fisher Asset Management
315
Fisher Asset Management
Washington
$210K
BFG
316
Berger Financial Group
Minnesota
$208K
KCAM
317
Kagan Cocozza Asset Management
New Jersey
$208K
DC
318
Davenport & Co
Virginia
$207K
AWM
319
Activest Wealth Management
Florida
$203K
HH
320
Hilltop Holdings
Texas
$202K
EWA
321
EverSource Wealth Advisors
Alabama
$201K
BlackRock
322
BlackRock
New York
$191K
PNC Financial Services Group
323
PNC Financial Services Group
Pennsylvania
$157K
SFS
324
Sunrise Financial Services
Washington
$145K
GIA
325
GHP Investment Advisors
Colorado
$142K