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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
IF
151
Intrua Financial
Texas
$1.29M
LAM
152
Lewis Asset Management
California
$1.26M
Focus Partners Wealth
153
Focus Partners Wealth
Massachusetts
$1.26M
SA
154
Sanctuary Advisors
Indiana
$1.25M
SSWM
155
Sheets Smith Wealth Management
North Carolina
$1.22M
JWM
156
Jupiter Wealth Management
Colorado
$1.22M
CBU
157
CIBC Bancorp USA
Illinois
$1.19M
CIA
158
Concurrent Investment Advisors
Florida
$1.19M
AWM
159
Axxcess Wealth Management
California
$1.16M
MFS
160
Mattson Financial Services
Michigan
$1.15M
SWM
161
SHP Wealth Management
Massachusetts
$1.14M
KCFA
162
Key Client Fiduciary Advisors
New Jersey
$1.13M
SCA
163
Snowden Capital Advisors
New York
$1.12M
Bank of America
164
Bank of America
North Carolina
$1.12M
VEM
165
Vann Equity Management
Texas
$1.11M
OAM
166
Oppenheimer Asset Management
New York
$1.11M
IAA
167
Independent Advisor Alliance
North Carolina
$1.1M
P
168
&Partners
Tennessee
$1.09M
LA
169
Latitude Advisors
Florida
$1.06M
AFG
170
Atomi Financial Group
New York
$1.03M
CCFM
171
Clear Creek Financial Management
Washington
$1.03M
HCA
172
Heck Capital Advisors
Wisconsin
$1.02M
CWM
173
CCG Wealth Management
California
$1M
TCM
174
Traynor Capital Management
Pennsylvania
$952K
MCM
175
McKinney Capital Management
Texas
$947K