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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
OPWM
201
Oregon Pacific Wealth Management
Oregon
$760K +$798K +15,401 New
MW
202
MBL Wealth
North Carolina
$741K +$51.8K +1,000 +7%
VI
203
VectorGlobal IAG
Florida
$733K +$770K +14,856 New
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$713K +$162K +3,119 +28%
TA
205
Tactive Advisors
Florida
$712K -$12.6K -244 -2%
LFG
206
Larson Financial Group
Missouri
$707K +$725K +13,993 +4,373%
Corient Private Wealth
207
Corient Private Wealth
Florida
$703K -$2.11M -40,724 -50%
OC
208
Oakworth Capital
Alabama
$696K
PG
209
Patten Group
Tennessee
$696K +$256K +4,933 +54%
Mirae Asset Global Investments
210
Mirae Asset Global Investments
South Korea
$691K
WG
211
Wellington Group
Indiana
$689K +$723K +13,955 New
DAS
212
Dynamic Advisor Solutions
Arizona
$666K +$58.8K +1,135 +9%
CFA
213
Camarda Financial Advisors
Florida
$662K -$1.5K -29 -0.2%
GIA
214
Gladstone Institutional Advisory
Florida
$660K +$258K +4,973 +59%
DWS
215
Discipline Wealth Solutions
South Carolina
$649K -$405K -7,813 -37%
NW
216
NewEdge Wealth
Pennsylvania
$644K
Wells Fargo
217
Wells Fargo
California
$636K +$627K +12,094 +1,519%
BWM
218
BCS Wealth Management
Tennessee
$633K -$373K -7,201 -36%
Creative Planning
219
Creative Planning
Kansas
$632K -$179K -3,458 -21%
HI
220
Harbour Investments
Wisconsin
$631K -$267K -5,156 -29%
SIM
221
Stratos Investment Management
Ohio
$630K +$2.95K +57 +0.4%
S
222
Storgate
Texas
$607K +$355K +6,860 +126%
Betterment LLC
223
Betterment LLC
New York
$604K +$399K +7,702 +170%
AWM
224
Accel Wealth Management
Iowa
$593K -$22.4K -432 -3%
SWM
225
SeaCrest Wealth Management
New York
$590K +$76.2K +1,470 +14%