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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
APA
76
Astoria Portfolio Advisors
New York
$3.42M +$644K +12,433 +23%
SFS
77
Sowell Financial Services
Arkansas
$3.3M +$536K +10,336 +18%
MA
78
Mutual Advisors
Nebraska
$3.28M -$45.7K -881 -1%
PI
79
PFG Investments
New York
$3.27M +$120K +2,320 +4%
WIA
80
World Investment Advisors
California
$3.22M +$3.15M +60,853 +1,374%
OL
81
Owen LaRue
Kentucky
$3.16M +$582K +11,225 +21%
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$3.12M -$2.42M -46,713 -43%
AAS
83
Ameritas Advisory Services
Nebraska
$3.12M +$30.7K +593 +0.9%
MAM
84
Milestone Asset Management
Pennsylvania
$3.09M +$1.04M +20,129 +47%
AWA
85
Arete Wealth Advisors
Illinois
$3.08M +$416K +8,028 +15%
G
86
Gainplan
Michigan
$3.07M +$791K +15,266 +33%
HighTower Advisors
87
HighTower Advisors
Illinois
$2.97M +$402K +7,757 +15%
Osaic Holdings
88
Osaic Holdings
Arizona
$2.94M -$2.1M -40,453 -40%
TCM
89
Triumph Capital Management
Colorado
$2.92M +$349K +6,731 +13%
Truist Financial
90
Truist Financial
North Carolina
$2.84M +$1.21M +23,274 +74%
UW
91
Unique Wealth
Florida
$2.83M +$24.4K +471 +0.8%
AIM
92
Aspen Investment Management
Michigan
$2.81M +$59.1K +1,140 +2%
CSP
93
Cary Street Partners
Virginia
$2.77M +$28.8K +556 +1%
GFP
94
Guardian Financial Partners
California
$2.74M -$45.1K -870 -2%
SPC
95
Sigma Planning Corp
Michigan
$2.73M +$757K +14,612 +36%
IWM
96
IHT Wealth Management
Illinois
$2.69M +$1.55M +30,001 +122%
Mariner
97
Mariner
Kansas
$2.65M +$553K +10,667 +25%
3AM
98
3EDGE Asset Management
Florida
$2.65M +$187K +3,600 +7%
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$2.64M -$8.01M -154,574 -74%
FIA
100
Foundations Investment Advisors
Arizona
$2.6M +$1.1M +21,286 +68%