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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
PNC Financial Services Group
326
PNC Financial Services Group
Pennsylvania
$157K +$49.7K +959 +43%
SFS
327
Sunrise Financial Services
Washington
$145K +$21.6K +417 +17%
GIA
328
GHP Investment Advisors
Colorado
$142K +$11.7K +226 +9%
AAP
329
Arax Advisory Partners
Colorado
$140K +$65.6K +1,265 +80%
Simplex Trading
330
Simplex Trading
Illinois
$140K +$147K +2,839 New
PA
331
Parallel Advisors
California
$139K +$43.3K +836 +42%
EWM
332
Evolution Wealth Management
Florida
$137K +$60.4K +1,166 +72%
US Bancorp
333
US Bancorp
Minnesota
$129K
NS
334
NBC Securities
Alabama
$127K +$32.4K +625 +32%
RFA
335
Reyes Financial Architecture
California
$125K -$1.24M -23,859 -90%
ASN
336
Advisory Services Network
Georgia
$109K +$115K +2,216 New
MWA
337
Medallion Wealth Advisors
Connecticut
$107K +$1.86K +36 +2%
UB
338
UMB Bank
Missouri
$99.5K
CSB
339
City State Bank
Iowa
$98.7K
MA
340
Montag & Associates
Georgia
$96.6K -$52K -1,004 -34%
NRG
341
Nemes Rush Group
Michigan
$95.6K +$100K +1,936 New
HWM
342
HighMark Wealth Management
Minnesota
$95K -$316K -6,092 -76%
MA
343
MCF Advisors
Kentucky
$85.2K -$202K -3,906 -69%
SWA
344
SOA Wealth Advisors
New York
$79K +$70K +1,350 +538%
LC
345
Luminist Capital
Michigan
$75K +$19.4K +375 +33%
FFA
346
Founders Financial Alliance
North Carolina
$70.1K +$73.6K +1,420 New
SFG
347
Strive Financial Group
Indiana
$63K
FDCDDQ
348
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.6K +$23.3K +450 +55%
ACM
349
Anfield Capital Management
California
$53.6K
TF
350
Tompkins Financial
New York
$52.4K