Neos ETF Trust (IYRI) Hedge Fund Ownership (Q2 2026)

Neos ETF Trust (IYRI)

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

Smart Money Signals — IYRI

Based on 54 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 5Q

For 5 consecutive quarters, more hedge funds added IYRI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

54 hedge funds hold IYRI right now — the highest count in 1.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +391% more funds vs a year ago

fund count last 6Q

+43 new funds entered over the past year (+391% 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.

🟢

More buyers than sellers — 78% buying

42 buying12 selling

Last quarter: 42 funds were net buyers (23 opened a brand new position + 19 added to an existing one). Only 12 were sellers (6 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter

Funds opening a new IYRI position: 11 → 11 → 12 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 78% entered in last year

■ 0% conviction (2yr+) ■ 22% medium ■ 78% 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.

💎

Buying through price weakness — shares +38%, value +23%

Value

+23%

+38%

Last quarter: funds added +38% more shares while total portfolio value only changed +23%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

🚀

Acceleration phase — new buyers rushing in

8 → 11 → 11 → 12 → 23 new funds/Q

New funds entering each quarter: 11 → 11 → 12 → 23. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 98% of holders entered in last year

■ 0% veterans ■ 2% 1-2yr ■ 98% new

Of 54 current holders: 53 (98%) 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 — 5% AUM from top-100

5% from top-100 AUM funds

5 of 53 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

6.9

out of 10

Moderate Exit Risk

Exit risk score 6.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q2)	Prior (2026 Q1)	Change
Funds Holding	53	37	43.24%
13F Shares	1M	849K	38.15%
Total Value	$50M	$40M	23.15%
New Positions	23	12	+11
Increased Positions	18	19	-1
Closed Positions	6	4	+2
Reduced Positions	7	4	+3
Total Calls	1	1	-
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	1.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

43.24%

13F Shares

849K

38.15%

Total Value

$50M

$40M

23.15%

New Positions

+11

Increased Positions

-1

Closed Positions

Reduced Positions

Total Calls

Total Puts

-100.0%

PUT/CALL Ratio

0.0

1.0

Bullish

Institutional Holders (2026 Q2)

53 + investors

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

QUARTER:

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

Top 25 IYRI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Cascade Wealth Advisors, Inc	2.13%	106,514	$5.3M
2	MADDEN SECURITIES Corp	1.37%	100,200	$4.9M
3	Prevail Innovative Wealth Advisors, LLC	1.03%	140,905	$6.9M
4	Cherry Creek Investment Advisors, Inc.	0.84%	43,432	$2.1M
5	CAP Partners, LLC	0.45%	18,610	$914K
6	Pvg Asset Management Corp	0.36%	12,532	$615K
7	New England Private Wealth Advisors LLC	0.32%	65,420	$3.3M
8	Entrewealth, LLC	0.18%	10,000	$495K
9	High Net Worth Advisory Group LLC	0.17%	16,117	$792K
10	Core Wealth Advisors, Inc.	0.14%	14,283	$701K
11	Gradient Investments LLC	0.11%	166,746	$8.2M
12	Moran Wealth Management, LLC	0.06%	48,136	$2.4M
13	RFG Advisory, LLC	0.05%	65,399	$3.2M
14	World Equity Group, INC.	0.05%	4,393	$216K
15	Summit Financial, LLC	0.01%	25,944	$1.3M
16	World Investment Advisors	0.01%	15,762	$745K
17	Markowski Investments	0.01%	986	$48K
18	Parallel Advisors, LLC	0.01%	9,450	$464K
19	Strategic Wealth Partners, Ltd.	0.01%	2,289	$112K
20	Compound Planning, Inc.	0.01%	5,016	$246K
21	Independent Financial Group, LLC	0.01%	6,000	$295K
22	Foundations Investment Advisors, LLC	0.00%	7,561	$371K
23	Apollon Wealth Management, LLC	0.00%	5,500	$270K
24	Founders Financial Alliance, LLC	0.00%	493	$24K
25	D.A. Davidson & CO.	0.00%	10,218	$502K

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 (IYRI)

What does the Smart Money Trend signal show for IYRI?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added IYRI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IYRI?

More buyers than sellers — 78% buying: Last quarter: 42 funds were net buyers (23 opened a brand new position + 19 added to an existing one). Only 12 were sellers (6 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IYRI holders?

Smaller funds dominant — 5% AUM from top-100: 5 of 53 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IYRI?

Mostly new holders — 78% 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 (IYRI)

Smart Money Signals — IYRI

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +391% more funds vs a year ago

More buyers than sellers — 78% buying

More new buyers each quarter (+11 vs last Q)

Mostly new holders — 78% entered in last year

Buying through price weakness — shares +38%, value +23%

Acceleration phase — new buyers rushing in

Early stage — 98% of holders entered in last year

Smaller funds dominant — 5% AUM from top-100

Institutional Sentiment Summary — IYRI

Hedge Fund Ownership: IYRI

Market Analysis: IYRI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IYRI

Hedge Fund Positioning: IYRI

Statistics: IYRI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Neos ETF Trust (IYRI)

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