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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
DIM
51
Delta Investment Management
California
$5.43M +$416K +8,027 +8%
IWAO
52
Independence Wealth Advisors (Ohio)
Ohio
$5.26M +$192K +3,696 +4%
WA
53
Waverly Advisors
Alabama
$5.21M +$1.55M +29,929 +40%
BAM
54
Belpointe Asset Management
Nevada
$5.1M +$1.09M +21,016 +26%
PF
55
Prota Financial
Texas
$5.06M +$5.32M +102,584 New
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$4.82M +$5.06M +97,642 New
HAS
57
HBW Advisory Services
California
$4.74M +$820K +15,827 +20%
KWM
58
Kingsview Wealth Management
Oregon
$4.7M +$133K +2,565 +3%
SWM
59
StoneCrest Wealth Management
Arizona
$4.59M +$21.9K +422 +0.5%
JWCA
60
J.W. Cole Advisors
Florida
$4.5M +$964K +18,607 +26%
CB
61
Centennial Bank
Arkansas
$4.42M +$2.79M +53,921 +152%
PA
62
PFG Advisors
Arizona
$4.38M +$3.11M +59,929 +208%
SIS
63
Sound Income Strategies
Florida
$4.33M +$3.59M +69,230 +384%
RA
64
RFG Advisory
Alabama
$4.1M +$306K +5,913 +8%
MCM
65
Massar Capital Management
Connecticut
$4.07M +$4.27M +82,483 New
HNWAG
66
High Net Worth Advisory Group
Florida
$4.03M +$96K +1,852 +2%
GVAG
67
Great Valley Advisor Group
Delaware
$3.99M +$3.42M +65,953 +441%
NFSG
68
Newbridge Financial Services Group
Florida
$3.93M +$105K +2,035 +3%
PIA
69
Perennial Investment Advisors
California
$3.86M +$403K +7,782 +11%
IAIM
70
International Assets Investment Management
Florida
$3.73M +$224K +4,320 +6%
SG Americas Securities
71
SG Americas Securities
New York
$3.7M +$3.89M +75,000 New
GSIAS
72
Garden State Investment Advisory Services
New Jersey
$3.69M +$570K +11,005 +17%
IPAM
73
Investment Partners Asset Management
New Jersey
$3.58M +$97.5K +1,881 +3%
FA
74
FSA Advisors
Michigan
$3.48M +$267K +5,151 +8%
AWM
75
AE Wealth Management
Kansas
$3.42M +$1.01M +19,493 +39%