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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
TA
201
Tactive Advisors
Florida
$712K
LFG
202
Larson Financial Group
Missouri
$707K
Corient Private Wealth
203
Corient Private Wealth
Florida
$703K
OC
204
Oakworth Capital
Alabama
$696K
PG
205
Patten Group
Tennessee
$696K
Mirae Asset Global Investments
206
Mirae Asset Global Investments
South Korea
$691K
WGL
207
Wellington Grp LLC
Indiana
$689K
DAS
208
Dynamic Advisor Solutions
Arizona
$666K
CFA
209
Camarda Financial Advisors
Florida
$662K
GIA
210
Gladstone Institutional Advisory
Florida
$660K
DWS
211
Discipline Wealth Solutions
South Carolina
$649K
NW
212
NewEdge Wealth
Pennsylvania
$644K
Wells Fargo
213
Wells Fargo
California
$636K
BWM
214
BCS Wealth Management
Tennessee
$633K
Creative Planning
215
Creative Planning
Kansas
$632K
HI
216
Harbour Investments
Wisconsin
$631K
SIM
217
Stratos Investment Management
Ohio
$630K
S
218
Storgate
Texas
$607K
Betterment LLC
219
Betterment LLC
New York
$604K
AWM
220
Accel Wealth Management
Iowa
$593K
SWM
221
SeaCrest Wealth Management
New York
$590K
IAN
222
Integrated Advisors Network
Texas
$569K
CWA
223
Capital Wealth Alliance
Arizona
$557K
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$551K
CAM
225
Cresset Asset Management
Illinois
$548K