Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Neos ETF Trust (NIHI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
2Q ▲
Buyers last Q
96%

Smart Money Signals — NIHI

Based on 23 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q
For 2 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
23 hedge funds hold NIHI 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 — 96% buying

23 buying1 selling
Last quarter: 23 funds were net buyers (16 opened a brand new position + 7 added to an existing one). Only 1 were sellers (0 trimmed + 1 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 NIHI position: 5 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% 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.
🌱

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.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
4 of 23 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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.

Institutional Sentiment Summary — NIHI

In 2026 Q1, 23 hedge funds were net buyers of NIHI (16 opened a new position, 7 added to an existing one), while 1 reduced or exited (1 sold completely) — a 96% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 20% of total institutional value in NIHI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 23.

Hedge Fund Ownership: NIHI

How many hedge funds hold NIHI — quarterly history vs. share price
Quarterly hedge fund ownership of NIHI vs. share price

Market Analysis: NIHI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NIHI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much NIHI has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
NIHI
+4.4%
SPY
+14.9%

NIHI outperformed SPY by -10.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
NIHI
-1.2%
SPY
+1.1%

Since the filing became public, NIHI outperformed SPY by -2.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: NIHI
23 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 23 8 187.5%
13F Shares 533K 244K 118.79%
Total Value $26M $13M 111.17%
New Positions 16 5 +11
Increased Positions 7 2 +5
Closed Positions 1 0 +1
Reduced Positions 0 1 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NIHI

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Financial Highlights

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Institutional Holders (2026 Q1)

23 + 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:
Top 22 NIHI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cascade Wealth Advisors, Inc 3.85% 170,241 $8.8M
2 MADDEN SECURITIES Corp 0.64% 43,389 $2.1M
3 CAP Partners, LLC 0.20% 7,402 $361K
4 BCS Wealth Management 0.19% 19,072 $930K
5 PFG Advisors 0.07% 30,165 $1.5M
6 NFSG Corp 0.05% 5,952 $290K
7 Occidental Asset Management, LLC 0.04% 6,692 $326K
8 Naviter Wealth, LLC 0.03% 4,950 $241K
9 Farther Finance Advisors, LLC 0.03% 57,147 $2.8M
10 Belpointe Asset Management LLC 0.01% 4,906 $239K
11 Mml Investors Services, LLC 0.01% 51,832 $2.5M
12 Old Mission Capital LLC 0.00% 4,822 $235K
13 Valmark Advisers, Inc. 0.00% 6,100 $297K
14 IFP Advisors, Inc 0.00% 1,097 $53K
15 Salem Investment Counselors Inc 0.00% 200 $10K
16 Stifel Financial Corp 0.00% 6,404 $312K
17 Jane Street Group, LLC 0.00% 43,565 $2.1M
18 Susquehanna International Group, LLP 0.00% 43,800 $2.1M
19 Citadel Advisors LLC 0.00% 23,553 $1.1M
20 Allworth Financial LP 0.00% 800 $39K
21 Cwm, LLC 0.00% 326 $16K
22 UBS Group AG 0.00% 200 $10K
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 — 2 quarters in a row: For 2 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 — 96% buying: Last quarter: 23 funds were net buyers (16 opened a brand new position + 7 added to an existing one). Only 1 were sellers (0 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NIHI holders?

Strong quality — 20% AUM from major funds: 4 of 23 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NIHI?

Mostly new holders — 100% 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 (NIHI) following the 2026 Q1 hedge fund 13F filings?

As of today, NIHI has moved -1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -2.3%. Since the quarter end (March 31, 2026), NIHI has gained +4.4% vs +14.9% 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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