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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
GWP
126
Gateway Wealth Partners
Wisconsin
$1.91M +$1.37M +26,532 +217%
BWP
127
BlueStem Wealth Partners
Minnesota
$1.88M +$203K +3,923 +12%
BFA
128
Brown Financial Advisors
Ohio
$1.86M -$4.3M -82,896 -69%
EH
129
Equitable Holdings
New York
$1.79M +$401K +7,736 +29%
CF
130
Centaurus Financial
California
$1.76M +$1.85M +35,735 New
CIG
131
Cascade Investment Group
Colorado
$1.67M -$67.4K -1,300 -4%
WCG
132
Weaver Consulting Group
California
$1.57M +$1.12M +21,590 +213%
RIA
133
Regal Investment Advisors
Michigan
$1.55M +$1.63M +31,462 New
AWE
134
Avidian Wealth Enterprises
Texas
$1.54M +$667K +12,877 +70%
CPL
135
CAP Partners LLC
Tennessee
$1.53M +$144K +2,786 +10%
TWP
136
Triad Wealth Partners
Kansas
$1.52M +$775K +14,952 +94%
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$1.52M +$1.6M +30,829 New
WWA
138
WCG Wealth Advisors
Nevada
$1.51M +$147K +2,835 +10%
CP
139
Capital Planning
Washington
$1.51M +$45K +868 +3%
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$1.5M +$293K +5,660 +23%
BAG
141
Bauman Advisory Group
Nevada
$1.47M +$754K +14,558 +96%
KA
142
Kovack Advisors
Florida
$1.45M +$754K +14,547 +98%
PP
143
PDS Planning
Ohio
$1.42M +$70.4K +1,359 +5%
SWA
144
Stratos Wealth Advisors
Ohio
$1.42M +$155K +2,990 +12%
ACA
145
Aptus Capital Advisors
Alabama
$1.41M +$138K +2,665 +10%
KWA
146
Kingswood Wealth Advisors
California
$1.41M +$732K +14,134 +99%
AWA
147
Arkadios Wealth Advisors
Georgia
$1.37M +$310K +5,988 +27%
WA
148
Wealth Alliance
New York
$1.37M +$296K +5,703 +26%
AFP
149
Alpha Financial Partners
Kentucky
$1.35M +$155K +2,990 +12%
SIM
150
Studio Investment Management
Illinois
$1.33M +$1.4M +27,006 New