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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
PAS
101
Park Avenue Securities
New York
$2.57M
FA
102
Fullerton Advisors
California
$2.57M
IWC
103
Integrated Wealth Concepts
Massachusetts
$2.56M
MWM
104
Moran Wealth Management
Florida
$2.56M
EIP
105
Ellis Investment Partners
Pennsylvania
$2.5M
LWM
106
LightSquare Wealth Management
Michigan
$2.5M
LFAS
107
Level Four Advisory Services
Texas
$2.44M
SMC
108
Smith, Moore & Co
Missouri
$2.38M
VCP
109
Verus Capital Partners
Arizona
$2.33M
BCM
110
Brookstone Capital Management
Illinois
$2.29M
OC
111
Oppenheimer & Co
New York
$2.27M
WMA
112
West Michigan Advisors
Michigan
$2.24M
DWM
113
Diversify Wealth Management
Utah
$2.23M
KPWS
114
Kestra Private Wealth Services
Texas
$2.07M
CIA
115
Capital Investment Advisors
Georgia
$2.02M
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$2.02M
BBP
117
Banco BTG Pactual
Brazil
$2.02M
USCWA
118
U.S. Capital Wealth Advisors
Texas
$2.01M
KFS
119
Kaizen Financial Strategies
California
$2.01M
GFG
120
Grantvest Financial Group
New Jersey
$2M
BLC
121
Brown, Lisle/Cummings
Rhode Island
$2M
MCM
122
MAI Capital Management
Ohio
$2M
IC
123
IEQ Capital
California
$1.97M
GWP
124
Gateway Wealth Partners
Wisconsin
$1.91M
BWP
125
BlueStem Wealth Partners
Minnesota
$1.88M