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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
Principal Financial Group
101
Principal Financial Group
Iowa
$2.6M +$1.1M +21,178 +67%
PAS
102
Park Avenue Securities
New York
$2.57M +$2.7M +52,015 New
FA
103
Fullerton Advisors
California
$2.57M +$82.4K +1,590 +3%
IWC
104
Integrated Wealth Concepts
Massachusetts
$2.56M +$1.91M +36,793 +243%
MWM
105
Moran Wealth Management
Florida
$2.56M +$2.01M +38,744 +297%
EIP
106
Ellis Investment Partners
Pennsylvania
$2.5M +$1.76M +33,989 +204%
LWM
107
LightSquare Wealth Management
Michigan
$2.5M +$2.63M +50,660 New
PAM
108
PVG Asset Management
Colorado
$2.47M +$1.34M +25,865 +129%
LFAS
109
Level Four Advisory Services
Texas
$2.44M +$988K +19,063 +63%
SMC
110
Smith, Moore & Co
Missouri
$2.38M +$18.1K +349 +0.7%
VCP
111
Verus Capital Partners
Arizona
$2.33M +$465K +8,974 +23%
BCM
112
Brookstone Capital Management
Illinois
$2.29M +$159K +3,068 +7%
OC
113
Oppenheimer & Co
New York
$2.27M +$367K +7,076 +18%
WMA
114
West Michigan Advisors
Michigan
$2.24M +$2.35M +45,423 New
DWM
115
Diversify Wealth Management
Utah
$2.23M +$997K +19,233 +82%
KPWS
116
Kestra Private Wealth Services
Texas
$2.07M +$517K +9,985 +31%
CIA
117
Capital Investment Advisors
Georgia
$2.02M +$635K +12,253 +43%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$2.02M -$210K -4,044 -9%
BBP
119
Banco BTG Pactual
Brazil
$2.02M +$2.12M +40,990 New
USCWA
120
U.S. Capital Wealth Advisors
Texas
$2.01M +$120K +2,314 +6%
KFS
121
Kaizen Financial Strategies
California
$2.01M +$108K +2,093 +6%
GFG
122
Grantvest Financial Group
New Jersey
$2M +$23.7K +457 +1%
BLC
123
Brown, Lisle/Cummings
Rhode Island
$2M +$438K +8,450 +26%
MCM
124
MAI Capital Management
Ohio
$2M +$3.83K +74 +0.2%
IC
125
IEQ Capital
California
$1.97M