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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
IWAO
51
Independence Wealth Advisors (Ohio)
Ohio
$5.26M
WA
52
Waverly Advisors
Alabama
$5.21M
BAM
53
Belpointe Asset Management
Nevada
$5.1M
PF
54
Prota Financial
Texas
$5.06M
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$4.82M
HAS
56
HBW Advisory Services
California
$4.74M
KWM
57
Kingsview Wealth Management
Oregon
$4.7M
SWM
58
StoneCrest Wealth Management
Arizona
$4.59M
JWCA
59
J.W. Cole Advisors
Florida
$4.5M
CB
60
Centennial Bank
Arkansas
$4.42M
PA
61
PFG Advisors
Arizona
$4.38M
SIS
62
Sound Income Strategies
Florida
$4.33M
RA
63
RFG Advisory
Alabama
$4.1M
MCM
64
Massar Capital Management
Connecticut
$4.07M
HNWAG
65
High Net Worth Advisory Group
Florida
$4.03M
GVAG
66
Great Valley Advisor Group
Delaware
$3.99M
NFSG
67
Newbridge Financial Services Group
Florida
$3.93M
PIA
68
Perennial Investment Advisors
California
$3.86M
IAIM
69
International Assets Investment Management
Florida
$3.73M
SG Americas Securities
70
SG Americas Securities
New York
$3.7M
GSIAS
71
Garden State Investment Advisory Services
New Jersey
$3.69M
IPAM
72
Investment Partners Asset Management
New Jersey
$3.58M
FA
73
FSA Advisors
Michigan
$3.48M
AWM
74
AE Wealth Management
Kansas
$3.42M
APA
75
Astoria Portfolio Advisors
New York
$3.42M