Neos ETF Trust (IYRI): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Neos ETF Trust (IYRI) following the 2026 Q1 hedge fund 13F filings?

As of today, IYRI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), IYRI gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Neos ETF Trust (IYRI)

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

Smart Money Signals — IYRI

Based on 36 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q

For 4 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

36 hedge funds hold IYRI right now — the highest count in 1.2 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 — +1100% more funds vs a year ago

fund count last 5Q

+33 new funds entered over the past year (+1100% 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. The peak was reached in just 4 quarters from the low — a sharp move.

🟢

More buyers than sellers — 77% buying

30 buying9 selling

Last quarter: 30 funds were net buyers (12 opened a brand new position + 18 added to an existing one). Only 9 were sellers (4 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 8 → 11 → 11 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 75% entered in last year

■ 0% conviction (2yr+) ■ 25% medium ■ 75% 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.

📈

Growing discovery — still being found

8 → 11 → 11 → 12 new funds/Q

New funds entering each quarter: 8 → 11 → 11 → 12. A growing number of institutions are discovering IYRI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 37 current holders: 37 (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 — 4% AUM from top-100

4% from top-100 AUM funds

5 of 35 holders rank in the top 100 by AUM, but together hold only 4% 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	36	29	24.14%
13F Shares	838K	573K	46.36%
Total Value	$40M	$28M	43.32%
New Positions	12	11	+1
Increased Positions	18	9	+9
Closed Positions	5	3	+2
Reduced Positions	4	5	-1
Total Calls	1	0	100%
Total Puts	1	0	100%
PUT/CALL Ratio	1.0	0.0	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

24.14%

13F Shares

838K

573K

46.36%

Total Value

$40M

$28M

43.32%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-1

Total Calls

100%

Total Puts

100%

PUT/CALL Ratio

1.0

0.0

Neutral

Institutional Holders (2026 Q1)

36 + 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 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Cascade Wealth Advisors, Inc	2.78%	127,879	$6.3M
2	MADDEN SECURITIES Corp	1.44%	101,075	$4.8M
3	Prevail Innovative Wealth Advisors, LLC	1.10%	138,746	$6.6M
4	Cherry Creek Investment Advisors, Inc.	0.84%	40,912	$1.9M
5	CAP Partners, LLC	0.40%	15,036	$711K
6	Pvg Asset Management Corp	0.33%	11,227	$557K
7	High Net Worth Advisory Group LLC	0.18%	16,197	$766K
8	Gradient Investments LLC	0.12%	162,919	$7.7M
9	Core Wealth Advisors, Inc.	0.09%	8,388	$397K
10	Moran Wealth Management, LLC	0.05%	36,433	$1.7M
11	World Equity Group, INC.	0.05%	4,275	$202K
12	RFG Advisory, LLC	0.05%	52,350	$2.5M
13	Summit Financial, LLC	0.01%	22,077	$1.0M
14	World Investment Advisors	0.01%	15,762	$745K
15	Founders Financial Alliance, LLC	0.00%	366	$17K
16	Cresset Asset Management, LLC	0.00%	7,873	$372K
17	CoreCap Advisors, LLC	0.00%	800	$38K
18	NFSG Corp	0.00%	155	$7K
19	Financial Management Professionals, Inc.	0.00%	191	$9K
20	Osbon Capital Management LLC	0.00%	21	—
21	Stifel Financial Corp	0.00%	16,864	$797K
22	SBI Securities Co., Ltd.	0.00%	496	$23K
23	IFP Advisors, Inc	0.00%	606	$29K
24	Cwm, LLC	0.00%	2,813	$133K
25	HighTower Advisors, LLC	0.00%	6,315	$299K

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 — 4 quarters in a row: For 4 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 — 77% buying: Last quarter: 30 funds were net buyers (12 opened a brand new position + 18 added to an existing one). Only 9 were sellers (4 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IYRI holders?

Smaller funds dominant — 4% AUM from top-100: 5 of 35 holders rank in the top 100 by AUM, but together hold only 4% 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 — 75% 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.

Is it too late to buy Neos ETF Trust (IYRI) following the 2026 Q1 hedge fund 13F filings?

As of today, IYRI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), IYRI has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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 — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +1100% more funds vs a year ago

More buyers than sellers — 77% buying

Steady new buyers — ~12 new funds per quarter

Mostly new holders — 75% entered in last year

Growing discovery — still being found

Early stage — 100% of holders entered in last year

Smaller funds dominant — 4% 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

Is It Too Late to Buy Neos ETF Trust (IYRI) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: IYRI

Statistics: IYRI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Neos ETF Trust (IYRI)

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