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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
SIC
376
Salem Investment Counselors
North Carolina
$4.94K
FNWA
377
Financial Network Wealth Advisors
Utah
$4.84K
CA
378
Clearstead Advisors
Ohio
$4.39K
OCM
379
Osbon Capital Management
Massachusetts
$3.85K
PIS
380
POM Investment Strategies
North Carolina
$1.98K
DFA
381
DHJJ Financial Advisors
Illinois
$1.83K
KFP
382
Kerr Financial Planning
California
$1.58K
BWL
383
Bogart Wealth LLC
Virginia
$1.39K
IAS
384
IMA Advisory Services
Colorado
$987
GSWM
385
Golden State Wealth Management
California
$953
MHIP
386
Mountain Hill Investment Partners
New Jersey
$522
Russell Investments Group
387
Russell Investments Group
United Kingdom
$494
HCM
388
Hollencrest Capital Management
California
$395
VWA
389
VSM Wealth Advisory
Maryland
$265
RF
390
Robbins Farley
New Hampshire
$99
BCPWM
391
Bradley & Co Private Wealth Management
Florida
$49
Renaissance Technologies
392
Renaissance Technologies
New York
LCWP
393
Legacy Capital Wealth Partners
Arkansas
CAGAS
394
Capital Advisory Group Advisory Services
Minnesota
FGA
395
Fortis Group Advisors
New Jersey
IA
396
IFG Advisory
Georgia
LA
397
Lifeworks Advisors
Michigan
Citadel Advisors
398
Citadel Advisors
Florida
BIG
399
Brookwood Investment Group
Arizona
PPA
400
Pacific Point Advisors
California