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NEOS S&P 500 High Income ETF

392 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 74 funds opening new positions, 217 increasing their positions, 63 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: $ → $

12% more funds holding

Funds holding: 351392 (+41)

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
392
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
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
Principal Financial Group
101
Principal Financial Group
Iowa
$2.6M
PAS
102
Park Avenue Securities
New York
$2.57M
FA
103
Fullerton Advisors
California
$2.57M
IWC
104
Integrated Wealth Concepts
Massachusetts
$2.56M
MWM
105
Moran Wealth Management
Florida
$2.56M
EIP
106
Ellis Investment Partners
Pennsylvania
$2.5M
LWM
107
LightSquare Wealth Management
Michigan
$2.5M
PAM
108
PVG Asset Management
Colorado
$2.47M
LFAS
109
Level Four Advisory Services
Texas
$2.44M
SMC
110
Smith, Moore & Co
Missouri
$2.38M
VCP
111
Verus Capital Partners
Arizona
$2.33M
BCM
112
Brookstone Capital Management
Illinois
$2.29M
OC
113
Oppenheimer & Co
New York
$2.27M
WMA
114
West Michigan Advisors
Michigan
$2.24M
DWM
115
Diversify Wealth Management
Utah
$2.23M
KPWS
116
Kestra Private Wealth Services
Texas
$2.07M
CIA
117
Capital Investment Advisors
Georgia
$2.02M
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$2.02M
BBP
119
Banco BTG Pactual
Brazil
$2.02M
USCWA
120
U.S. Capital Wealth Advisors
Texas
$2.01M
KFS
121
Kaizen Financial Strategies
California
$2.01M
GFG
122
Grantvest Financial Group
New Jersey
$2M
BLC
123
Brown, Lisle/Cummings
Rhode Island
$2M
MCM
124
MAI Capital Management
Ohio
$2M
IC
125
IEQ Capital
California
$1.97M