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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
BFA
126
Brown Financial Advisors
Ohio
$1.86M
EH
127
Equitable Holdings
New York
$1.79M
CF
128
Centaurus Financial
California
$1.76M
CIG
129
Cascade Investment Group
Colorado
$1.67M
WCG
130
Weaver Consulting Group
California
$1.57M
RIA
131
Regal Investment Advisors
Michigan
$1.55M
AWE
132
Avidian Wealth Enterprises
Texas
$1.54M
CPL
133
CAP Partners LLC
Tennessee
$1.53M
TWP
134
Triad Wealth Partners
Kansas
$1.52M
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$1.52M
WWA
136
WCG Wealth Advisors
Nevada
$1.51M
CP
137
Capital Planning
Washington
$1.51M
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$1.5M
BAG
139
Bauman Advisory Group
Nevada
$1.47M
KA
140
Kovack Advisors
Florida
$1.45M
PP
141
PDS Planning
Ohio
$1.42M
SWA
142
Stratos Wealth Advisors
Ohio
$1.42M
ACA
143
Aptus Capital Advisors
Alabama
$1.41M
KWA
144
Kingswood Wealth Advisors
California
$1.41M
AWA
145
Arkadios Wealth Advisors
Georgia
$1.37M
WA
146
Wealth Alliance
New York
$1.37M
AFP
147
Alpha Financial Partners
Kentucky
$1.35M
SIM
148
Studio Investment Management
Illinois
$1.33M
HF
149
HRT Financial
New York
$1.33M
PW
150
Paladin Wealth
Minnesota
$1.33M