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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
SPIA
26
Steward Partners Investment Advisory
New York
$10M +$10.4M +201,063 +8,509%
AFP
27
Ausdal Financial Partners
Iowa
$10M +$1.16M +22,464 +12%
IP
28
Indivisible Partners
Florida
$9.12M +$3.82M +73,677 +66%
LJCM
29
Lee Johnson Capital Management
Texas
$8.8M +$7.19M +138,720 +351%
IFG
30
Independent Financial Group
California
$8.58M -$1.43M -27,515 -14%
MSWA
31
Marshall & Sterling Wealth Advisors
New York
$8.52M +$4.53M +87,402 +103%
MOS
32
MGO One Seven
Ohio
$8.31M +$1.47M +28,374 +20%
SCM
33
Steele Capital Management
Iowa
$7.99M +$89.3K +1,723 +1%
HIP
34
HUB Investment Partners
Texas
$7.99M +$7.44M +143,632 +789%
PIWA
35
Prevail Innovative Wealth Advisors
Kansas
$7.8M +$1.17M +22,672 +17%
SAG
36
Sentinel Advisory Group
Wisconsin
$7.49M +$7.87M +151,804 New
TFA
37
Teamwork Financial Advisors
Texas
$7.33M -$1.57M -30,293 -17%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$7.21M -$2.37M -45,667 -24%
AWM
39
Apollon Wealth Management
South Carolina
$7.17M +$1.59M +30,690 +27%
CWIG
40
Chung Wu Investment Group
Texas
$7.05M +$1.21M +23,430 +20%
BCI
41
Brinker Capital Investments
Pennsylvania
$6.77M -$521K -10,051 -7%
SFG
42
SageGuard Financial Group
Tennessee
$6.48M -$1.21M -23,336 -15%
RA
43
RiverTree Advisors
Florida
$6.31M +$849K +16,379 +15%
SW
44
SteelPeak Wealth
California
$6.3M +$6.61M +127,593 New
CL
45
Choreo LLC
Illinois
$6.01M +$6.3M +121,640 New
NFG
46
Northeast Financial Group
Pennsylvania
$5.86M +$6.15M +118,594 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$5.75M +$1.96M +37,846 +48%
PWM
48
Palacios Wealth Management
Florida
$5.72M +$2.91M +56,184 +106%
IWP
49
Integrity Wealth Partners
California
$5.6M +$5.88M +113,495 New
Baird Financial Group
50
Baird Financial Group
Wisconsin
$5.47M +$4.54M +87,624 +377%