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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
CWM
176
CCG Wealth Management
California
$1M +$285K +5,509 +37%
TCM
177
Traynor Capital Management
Pennsylvania
$952K -$168K -3,237 -14%
MCM
178
McKinney Capital Management
Texas
$947K +$994K +19,177 New
EM
179
ELCO Management
New York
$944K +$425K +8,200 +75%
SIM
180
Seaview Investment Managers
Florida
$920K +$506K +9,774 +110%
PTC
181
Private Trust Company
Ohio
$911K +$425K +8,199 +80%
CA
182
CoreCap Advisors
Michigan
$907K -$72K -1,390 -7%
PFS
183
Prospera Financial Services
Texas
$895K +$487K +9,405 +108%
SS
184
SBI Securities
Japan
$880K +$328K +6,324 +55%
CNWM
185
Clay Northam Wealth Management
California
$862K +$905K +17,461 New
CA
186
Claro Advisors
Massachusetts
$859K +$10.5K +203 +1%
FA
187
Fiduciary Alliance
South Carolina
$856K +$28.6K +551 +3%
CIC
188
Chilton Investment Company
Connecticut
$848K +$890K +17,176 New
PGF
189
Plan Group Financial
Oklahoma
$847K +$889K +17,150 New
BCA
190
Bay Capital Advisors
Virginia
$845K +$94.7K +1,827 +12%
PFO
191
PMG Family Office
Texas
$823K +$558K +10,775 +183%
RFA
192
Resurgent Financial Advisors
Georgia
$817K +$21.7K +419 +3%
IA
193
IFP Advisors
Florida
$804K +$105K +2,035 +14%
SB
194
Strategic Blueprint
Georgia
$792K +$418K +8,065 +101%
PFGIA
195
Patriot Financial Group Insurance Agency
Massachusetts
$790K +$468K +9,026 +129%
WA
196
WESPAC Advisors
California
$782K -$92.5K -1,785 -10%
WEG
197
World Equity Group
Illinois
$780K +$63.2K +1,220 +8%
FHA
198
Flagship Harbor Advisors
Massachusetts
$770K -$38.5K -742 -5%
BPA
199
Beacon Pointe Advisors
California
$770K +$156K +3,001 +24%
SG
200
StoneX Group
New York
$763K -$2.33K -45 -0.3%