Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Neos ETF Trust (SPYI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +42
Streak
11Q ▲
Buyers last Q
75%

Smart Money Signals — SPYI

Based on 390 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added SPYI 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
390 hedge funds hold SPYI right now — the highest count in 3.0 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.
🚀

Fast accumulation — +110% more funds vs a year ago

fund count last 6Q
+204 new funds entered over the past year (+110% 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 — 75% buying

288 buying95 selling
Last quarter: 288 funds were net buyers (72 opened a brand new position + 216 added to an existing one). Only 95 were sellers (65 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 63 → 79 → 86 → 72. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 48% entered in last year

■ 15% conviction (2yr+) ■ 37% medium ■ 48% new
Only 57 funds (15%) 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

46 → 63 → 79 → 86 → 72 new funds/Q
New funds entering each quarter: 63 → 79 → 86 → 72. A growing number of institutions are discovering SPYI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 63% of holders entered in last year

■ 14% veterans ■ 23% 1-2yr ■ 63% new
Of 394 current holders: 249 (63%) entered in the past year, only 54 (14%) 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 — 28% AUM from major funds

28% from top-100 AUM funds
19 of 390 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.3
out of 10
Moderate Exit Risk
Exit risk score 5.3/10 — 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 — SPYI

In 2026 Q1, 288 hedge funds were net buyers of SPYI (72 opened a new position, 216 added to an existing one), while 95 reduced or exited (65 trimmed, 30 sold completely) — a 75% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 28% of total institutional value in SPYI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +42 funds (more new holders than closures). Total institutional holders: 390.

Hedge Fund Ownership: SPYI

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

Market Analysis: SPYI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPYI

-- --

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

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

Signal Freshness measures how much SPYI 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 · 76d ago
SPYI
+7.6%
SPY
+14.1%

SPYI outperformed SPY by -6.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
SPYI
+0.2%
SPY
+0.3%

Since the filing became public, SPYI outperformed SPY by -0.1% .

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.

16 top-rated funds 13 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: SPYI
388 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 388 348 11.49%
13F Shares 27M 22M 21.08%
Total Value $1.30B $1.16B 12.26%
New Positions 72 86 -14
Increased Positions 215 186 +29
Closed Positions 32 28 +4
Reduced Positions 62 44 +18
Total Calls 3 3 -
Total Puts 3 3 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: SPYI

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Institutional Holders (2026 Q1)

388 + investors

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

QUARTER:
Top 25 SPYI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 URS Advisory LLC 9.69% 268,418 $13.3M
2 Second Half Financial Partners, LLC 9.00% 404,802 $20.0M
3 Cascade Wealth Advisors, Inc 7.98% 340,419 $18.2M
4 MADDEN SECURITIES Corp 7.96% 536,366 $26.5M
5 Foguth Wealth Management, LLC. 7.63% 1,214,307 $65.4M
6 Chung Wu Investment Group, LLC 6.08% 142,890 $7.1M
7 Marshall & Sterling Wealth Advisors Inc. 5.57% 172,485 $8.5M
8 Integrity Wealth Partners, LLC 5.04% 113,495 $5.6M
9 Aventura Private Wealth, LLC 5.02% 278,178 $13.7M
10 RiverTree Advisors, LLC 3.99% 127,718 $6.3M
11 Sentinel Advisory Group, LLC 3.65% 151,804 $7.5M
12 Palacios Wealth Management, LLC 3.58% 109,093 $5.7M
13 Lee Johnson Capital Management, LLC 3.16% 178,254 $8.8M
14 Independence Wealth Advisors, LLC 2.80% 106,485 $5.3M
15 Fullerton Advisors, LLC 2.66% 51,990 $2.6M
16 Centurion Wealth Management LLC 2.34% 210,514 $10.4M
17 Gainplan LLC 2.30% 62,113 $3.1M
18 FSA Advisors, Inc. 2.30% 70,589 $3.5M
19 Investment Partners Asset Management, Inc. 2.21% 72,416 $3.6M
20 StoneCrest Wealth Management, Inc. 1.94% 92,949 $4.6M
21 LightSquare Wealth Management, LLC 1.87% 50,660 $2.5M
22 Centennial Bank/AR/ 1.59% 89,470 $4.4M
23 Northeast Financial Group, Inc. 1.45% 118,594 $5.9M
24 Prevail Innovative Wealth Advisors, LLC 1.31% 158,074 $7.8M
25 Grantvest Financial Group LLC 1.30% 40,543 $2.0M
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 (SPYI)

What does the Smart Money Trend signal show for SPYI?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added SPYI 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 SPYI?

More buyers than sellers — 75% buying: Last quarter: 288 funds were net buyers (72 opened a brand new position + 216 added to an existing one). Only 95 were sellers (65 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPYI holders?

Strong quality — 28% AUM from major funds: 19 of 390 holders rank in the top 100 by AUM, accounting for 28% 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 SPYI?

Mostly new holders — 48% entered in last year: Only 57 funds (15%) 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 (SPYI) following the 2026 Q1 hedge fund 13F filings?

As of today, SPYI has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), SPYI has gained +7.6% vs +14.1% 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.

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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