Neos ETF Trust (HYBI) Hedge Fund Ownership (Q1 2026)

Neos ETF Trust (HYBI)

19 + Investors. Track Smart Money conviction in HYBI. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — HYBI

Based on 19 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their HYBI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 90% of 3.0Y peak

90% of all-time peak

19 funds currently hold this stock — 90% of the 3.0-year high of 21 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

🚀

Fast accumulation — +58% more funds vs a year ago

fund count last 6Q

+7 new funds entered over the past year (+58% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 55% buying

12 buying10 selling

Last quarter: 12 funds bought or added vs 10 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 8 → 4 → 4 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 37% entered in last year

■ 0% conviction (2yr+) ■ 63% medium ■ 37% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

⚠️

Saturation — most institutions already know this story

3 → 8 → 4 → 4 → 3 new funds/Q

New funds entering each quarter: 8 → 4 → 4 → 3. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

🌱

Early stage — 63% of holders entered in last year

■ 0% veterans ■ 37% 1-2yr ■ 63% new

Of 19 current holders: 12 (63%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds

3 of 19 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	19	20	-5.0%
13F Shares	1M	1M	-3.37%
Total Value	$54M	$58M	-7.75%
New Positions	3	4	-1
Increased Positions	9	7	+2
Closed Positions	4	3	+1
Reduced Positions	5	5	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

-5.0%

13F Shares

-3.37%

Total Value

$54M

$58M

-7.75%

New Positions

-1

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

19 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HYBI. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 21 HYBI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Clearstead Advisors, LLC	0.39%	834,478	$41.1M
2	Seros Financial, LLC	0.21%	8,129	$400K
3	Brookwood Investment Group LLC	0.17%	30,762	$1.5M
4	Triumph Capital Management	0.15%	16,779	$826K
5	World Equity Group, INC.	0.07%	5,985	$295K
6	RFG Advisory, LLC	0.03%	44,682	$2.2M
7	Old Mission Capital LLC	0.02%	29,513	$1.5M
8	Sound Income Strategies, LLC	0.02%	7,007	$345K
9	Mml Investors Services, LLC	0.01%	125,534	$6.2M
10	Ieq Capital, LLC	0.01%	51,804	$2.6M
11	Kestra Advisory Services, LLC	0.00%	12,458	$614K
12	Global Retirement Partners, LLC	0.00%	1,698	$84K
13	Cerity Partners LLC	0.00%	11,540	$568K
14	HighTower Advisors, LLC	0.00%	10,317	$508K
15	IFP Advisors, Inc	0.00%	511	$25K
16	Jane Street Group, LLC	0.00%	32,958	$1.6M
17	Envestnet Asset Management Inc	0.00%	11,083	$546K
18	Steward Partners Investment Advisory, LLC	0.00%	318	$16K
19	Citadel Advisors LLC	0.00%	5,691	$280K
20	Wells Fargo & Company/Mn	0.00%	511	$25K
21	AE Wealth Management LLC	0.00%	8	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Neos ETF Trust (HYBI)

What does the Smart Money Trend signal show for HYBI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HYBI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HYBI?

Slight buying edge — 55% buying: Last quarter: 12 funds bought or added vs 10 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HYBI holders?

Smaller funds dominant — 3% AUM from top-100: 3 of 19 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held HYBI?

Mostly new holders — 37% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Neos ETF Trust (HYBI)

Smart Money Signals — HYBI

Selling streak — 1 quarter in a row

High ownership — 90% of 3.0Y peak

Fast accumulation — +58% more funds vs a year ago

Slight buying edge — 55% buying

Steady new buyers — ~3 new funds per quarter

Mostly new holders — 37% entered in last year

Saturation — most institutions already know this story

Early stage — 63% of holders entered in last year

Smaller funds dominant — 3% AUM from top-100

Institutional Sentiment Summary — HYBI

Hedge Fund Ownership: HYBI

Market Analysis: HYBI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HYBI

Hedge Fund Positioning: HYBI

Statistics: HYBI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Neos ETF Trust (HYBI)

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