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

Neos ETF Trust (NIHI)

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

Smart Money Signals — NIHI

Based on 36 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q

For 3 consecutive quarters, more hedge funds added NIHI 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

36 hedge funds hold NIHI right now — the highest count in 1.0 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.

🟢

More buyers than sellers — 76% buying

28 buying9 selling

Last quarter: 28 funds were net buyers (17 opened a brand new position + 11 added to an existing one). Only 9 were sellers (5 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 5 → 16 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 92% entered in last year

■ 0% conviction (2yr+) ■ 8% medium ■ 92% 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.

🚀

Acceleration phase — new buyers rushing in

5 → 16 → 17 new funds/Q

New funds entering each quarter: 5 → 16 → 17. 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 — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 36 current holders: 36 (100%) 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 — 6% AUM from top-100

6% from top-100 AUM funds

3 of 35 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

7.3

out of 10

High Exit Risk

Exit risk score 7.3/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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	35	23	52.17%
13F Shares	718K	533K	34.64%
Total Value	$37M	$26M	38.06%
New Positions	17	16	+1
Increased Positions	11	7	+4
Closed Positions	4	1	+3
Reduced Positions	5	0	+5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

52.17%

13F Shares

718K

533K

34.64%

Total Value

$37M

$26M

38.06%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

35 + investors

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

QUARTER:

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

Top 25 NIHI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Cascade Wealth Advisors, Inc	3.52%	164,898	$8.8M
2	MADDEN SECURITIES Corp	0.64%	44,849	$2.3M
3	CAP Partners, LLC	0.47%	18,741	$966K
4	BCS Wealth Management	0.26%	27,871	$1.4M
5	Ponta Wealth Partners, LLC	0.19%	6,794	$350K
6	Occidental Asset Management, LLC	0.06%	12,363	$637K
7	NFSG Corp	0.06%	8,817	$454K
8	Coppell Advisory Solutions LLC	0.05%	25,080	$658K
9	Garden State Investment Advisory Services LLC	0.05%	5,755	$297K
10	New England Private Wealth Advisors LLC	0.05%	9,970	$509K
11	Farther Finance Advisors, LLC	0.03%	81,266	$4.2M
12	Private Advisor Group, LLC	0.02%	86,827	$4.5M
13	Private Trust Co NA	0.02%	4,600	$237K
14	Belpointe Asset Management LLC	0.02%	9,830	$507K
15	Old Mission Capital LLC	0.02%	19,759	$1.0M
16	PFG Advisors	0.01%	5,495	$283K
17	Mml Investors Services, LLC	0.01%	62,251	$3.2M
18	Valmark Advisers, Inc.	0.00%	6,100	$314K
19	Summit Financial, LLC	0.00%	5,157	$266K
20	SHP Wealth Management	0.00%	504	$26K
21	Parallel Advisors, LLC	0.00%	2,201	$113K
22	IFP Advisors, Inc	0.00%	1,122	$58K
23	Steward Partners Investment Advisory, LLC	0.00%	3,920	$202K
24	Hrt Financial LP	0.00%	9,193	$473K
25	Salem Investment Counselors Inc	0.00%	400	$21K

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 (NIHI)

What does the Smart Money Trend signal show for NIHI?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added NIHI 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 NIHI?

More buyers than sellers — 76% buying: Last quarter: 28 funds were net buyers (17 opened a brand new position + 11 added to an existing one). Only 9 were sellers (5 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NIHI holders?

Smaller funds dominant — 6% AUM from top-100: 3 of 35 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held NIHI?

Mostly new holders — 92% 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 (NIHI)

Smart Money Signals — NIHI

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

More buyers than sellers — 76% buying

Steady new buyers — ~17 new funds per quarter

Mostly new holders — 92% entered in last year

Acceleration phase — new buyers rushing in

Early stage — 100% of holders entered in last year

Smaller funds dominant — 6% AUM from top-100

Institutional Sentiment Summary — NIHI

Hedge Fund Ownership: NIHI

Market Analysis: NIHI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: NIHI

Hedge Fund Positioning: NIHI

Statistics: NIHI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Neos ETF Trust (NIHI)

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