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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
HF
151
HRT Financial
New York
$1.33M -$565K -10,908 -29%
PW
152
Paladin Wealth
Minnesota
$1.33M -$635K -12,263 -31%
IF
153
Intrua Financial
Texas
$1.29M +$69.7K +1,345 +5%
LAM
154
Lewis Asset Management
California
$1.26M +$420K +8,107 +47%
Focus Partners Wealth
155
Focus Partners Wealth
Massachusetts
$1.26M +$811K +15,653 +159%
SA
156
Sanctuary Advisors
Indiana
$1.25M +$571K +11,021 +77%
SSWM
157
Sheets Smith Wealth Management
North Carolina
$1.22M -$29.3K -565 -2%
JWM
158
Jupiter Wealth Management
Colorado
$1.22M
CBU
159
CIBC Bancorp USA
Illinois
$1.19M +$1.25M +24,198 New
CIA
160
Concurrent Investment Advisors
Florida
$1.19M +$267K +5,162 +27%
AWM
161
Axxcess Wealth Management
California
$1.16M +$745K +14,380 +157%
MFS
162
Mattson Financial Services
Michigan
$1.15M -$4.67M -90,041 -79%
SWM
163
SHP Wealth Management
Massachusetts
$1.14M +$1.18M +22,744 +5,205%
KCFA
164
Key Client Fiduciary Advisors
New Jersey
$1.13M +$229K +4,428 +24%
SCA
165
Snowden Capital Advisors
New York
$1.12M -$386K -7,442 -25%
Bank of America
166
Bank of America
North Carolina
$1.12M
VEM
167
Vann Equity Management
Texas
$1.11M +$1.17M +22,558 New
OAM
168
Oppenheimer Asset Management
New York
$1.11M -$228K -4,402 -16%
IAA
169
Independent Advisor Alliance
North Carolina
$1.1M -$308K -5,946 -21%
P
170
&Partners
Tennessee
$1.09M +$412K +7,942 +56%
LA
171
Latitude Advisors
Florida
$1.06M +$237K +4,570 +27%
AFG
172
Atomi Financial Group
New York
$1.03M +$32.3K +623 +3%
CCFM
173
Clear Creek Financial Management
Washington
$1.03M +$1.08M +20,938 New
HCA
174
Heck Capital Advisors
Wisconsin
$1.02M +$42.8K +826 +4%
NA
175
NewEdge Advisors
Louisiana
$1.02M +$773K +14,926 +258%