NEOS ETF TRUST (IAUI): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

NEOS ETF TRUST (IAUI)

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

Smart Money Signals — IAUI

Based on 22 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q

For 2 consecutive quarters, more hedge funds added IAUI 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

22 hedge funds hold IAUI right now — the highest count in 0.8 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 — 83% buying

20 buying4 selling

Last quarter: 20 funds were net buyers (15 opened a brand new position + 5 added to an existing one). Only 4 were sellers (1 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new IAUI position: 8 → 15. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 95% entered in last year

■ 0% conviction (2yr+) ■ 5% medium ■ 95% 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.

💰

Value +282% but shares only +258% — price-driven

Value

+282%

+257%

Last quarter: the total dollar value of institutional holdings rose +282%, but actual share count only changed +258%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 23 current holders: 23 (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.

🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds

3 of 22 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in IAUI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

5.4

out of 10

Moderate Exit Risk

Exit risk score 5.4/10 — 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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	23	10	130.0%
13F Shares	359K	100K	257.65%
Total Value	$20M	$5M	281.97%
New Positions	15	8	+7
Increased Positions	6	2	+4
Closed Positions	3	0	+3
Reduced Positions	1	0	+1
Total Calls	0	0	-
Total Puts	1	0	100%
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

130.0%

13F Shares

359K

100K

257.65%

Total Value

$20M

$5M

281.97%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

100%

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

23 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 15 institutional holders of IAUI — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Integrity Wealth Partners, LLC	1.78%	34,756	$2.0M
2	RED CRANE WEALTH MANAGEMENT, LLC	1.12%	24,008	$1.4M
3	CAP Partners, LLC	0.20%	6,212	$353K
4	BCS Wealth Management	0.07%	5,876	$334K
5	Private Advisor Group, LLC	0.06%	237,500	$13.5M
6	KINGSWOOD WEALTH ADVISORS, LLC	0.03%	10,012	$569K
7	Farther Finance Advisors, LLC	0.02%	41,618	$2.4M
8	SBI Securities Co., Ltd.	0.01%	6,299	$358K
9	Stratos Wealth Partners, LTD.	0.00%	4,648	$264K
10	Cambridge Investment Research Advisors, Inc.	0.00%	9,866	—
11	HB Wealth Management, LLC	0.00%	3,605	$205K
12	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.00%	320	$19K
13	Kestra Advisory Services, LLC	0.00%	4,477	$255K
14	SALEM INVESTMENT COUNSELORS INC	0.00%	200	$11K
15	IFP Advisors, Inc	0.00%	100	$6K

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 (IAUI)

What does the Smart Money Trend signal show for IAUI?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IAUI 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 IAUI?

More buyers than sellers — 83% buying: Last quarter: 20 funds were net buyers (15 opened a brand new position + 5 added to an existing one). Only 4 were sellers (1 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IAUI holders?

Elite ownership — 49% AUM from top-100 funds: 3 of 22 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in IAUI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IAUI?

Mostly new holders — 95% 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 (IAUI)

Smart Money Signals — IAUI

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

More buyers than sellers — 83% buying

More new buyers each quarter (+7 vs last Q)

Mostly new holders — 95% entered in last year

Value +282% but shares only +258% — price-driven

Early stage — 100% of holders entered in last year

Elite ownership — 49% AUM from top-100 funds

Hedge Fund Ownership: IAUI

Market Analysis: IAUI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IAUI

Hedge Fund Positioning: IAUI

Statistics: IAUI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — NEOS ETF TRUST (IAUI)

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