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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
AFP
26
Ausdal Financial Partners
Iowa
$10M
IP
27
Indivisible Partners
Florida
$9.12M
LJCM
28
Lee Johnson Capital Management
Texas
$8.8M
IFG
29
Independent Financial Group
California
$8.58M
MSWA
30
Marshall & Sterling Wealth Advisors
New York
$8.52M
MOS
31
MGO One Seven
Ohio
$8.31M
SCM
32
Steele Capital Management
Iowa
$7.99M
HIP
33
HUB Investment Partners
Texas
$7.99M
PIWA
34
Prevail Innovative Wealth Advisors
Kansas
$7.8M
SAG
35
Sentinel Advisory Group
Wisconsin
$7.49M
TFA
36
Teamwork Financial Advisors
Texas
$7.33M
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$7.21M
AWM
38
Apollon Wealth Management
South Carolina
$7.17M
CWIG
39
Chung Wu Investment Group
Texas
$7.05M
BCI
40
Brinker Capital Investments
Pennsylvania
$6.77M
SFG
41
SageGuard Financial Group
Tennessee
$6.48M
RA
42
RiverTree Advisors
Florida
$6.31M
SW
43
SteelPeak Wealth
California
$6.3M
CL
44
Choreo LLC
Illinois
$6.01M
NFG
45
Northeast Financial Group
Pennsylvania
$5.86M
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$5.75M
PWM
47
Palacios Wealth Management
Florida
$5.72M
IWP
48
Integrity Wealth Partners
California
$5.6M
Baird Financial Group
49
Baird Financial Group
Wisconsin
$5.47M
DIM
50
Delta Investment Management
California
$5.43M