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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
EIPL
351
Essential Investment Partners LLC
Colorado
$49.4K +$51.8K +1,000 New
VFM
352
Vision Financial Markets
Connecticut
$47.8K +$1.5K +29 +3%
CFD
353
Creative Financial Designs
Indiana
$44.9K
IAAG
354
Innovative Asset Advisors Group
Connecticut
$42K +$44K +850 New
AIS
355
Advocate Investing Services
Maryland
$39.5K +$41.5K +800 New
FGAM
356
Financial Gravity Asset Management
Texas
$38.1K +$40K +771 New
HNB
357
Huntington National Bank
Ohio
$37.6K
PB
358
Pinnacle Bancorp
Nebraska
$29.3K
CAL
359
Capital Analysts LLC
Pennsylvania
$29K -$8.29K -160 -22%
RFP
360
Root Financial Partners
California
$28.5K +$13.2K +255 +79%
SWP
361
Strategic Wealth Partners
Ohio
$28.2K +$29.6K +572 New
GWM
362
Geneos Wealth Management
Colorado
$28.1K -$42.3K -816 -59%
SA
363
Scarborough Advisors
Maryland
$27.6K +$8.76K +169 +43%
HIA
364
HFM Investment Advisors
New Jersey
$25.2K
UCB
365
United Community Bank
South Carolina
$24.7K
POIA
366
Pin Oak Investment Advisors
Texas
$19K
RBC
367
Roble Belko & Company
Pennsylvania
$19K +$570 +11 +3%
TPWA
368
Twin Peaks Wealth Advisors
California
$17.8K +$18.7K +361 New
MMCM
369
Murphy & Mullick Capital Management
New York
$17.3K
MG
370
Mather Group
Illinois
$15K +$15.7K +303 New
BL
371
BFSG LLC
California
$12.2K -$622 -12 -5%
JP Morgan Chase
372
JP Morgan Chase
New York
$11.1K +$7.93K +153 +196%
GPFA
373
Game Plan Financial Advisors
Ohio
$9.87K
SGK
374
Steigerwald Gordon & Koch
Virginia
$9.38K +$9.85K +190 New
FMP
375
Financial Management Professionals
Texas
$9.13K +$570 +11 +6%