IWMI
NEOS Russell 2000 High Income ETFIWMI
IWMI
0
Funds holding %
of 6,810 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
1,666% more capital invested
Capital invested by funds: $246K [Q2] → $4.34M (+$4.1M) [Q3]
900% more funds holding
Funds holding: 1 [Q2] → 10 (+9) [Q3]
6.61% more ownership
Funds ownership: 0% [Q2] → 6.61% (+6.61%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for IWMI.
Financial journalist opinion
Based on 3 articles about IWMI published over the past 30 days
Neutral
Business Wire
1 week ago
NEOS Investments Announces December ETF Suite Distributions
WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces December monthly distribution amounts for their suite of ETFs that pursue monthly income and tax efficiency across core portfolio exposures. ETF distribution information as of the December 2024 Ex-Div Date (12/24/2024) Distribution Rate* Amount / Share (%) Amount / Share ($) Distribution Frequency 30-Day SEC Yield** Bitcoin High Income ETF (B.
Positive
Zacks Investment Research
2 weeks ago
Forget Fed 'Pivot': Tap 4 Safer ETFs on Solid Fundamentals
The Fed's slightly hawkish 2025 rate outlook makes these safer ETFs a hedge against downturns and a play on strong fundamentals.
Neutral
Zacks Investment Research
3 weeks ago
Fed Cuts Rates by 0.25%, Signals Fewer Cuts: ETFs to Play
The Fed slashes rates by 25 basis points, as expected but provides a somewhat hawkish guidance.
Neutral
Business Wire
1 month ago
NEOS Investments Announces November ETF Suite Distributions
WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces November monthly distribution amounts for their suite of ETFs that pursue monthly income and tax efficiency across core portfolio exposures. ETF distribution information as of the November 2024 Ex-Div Date (11/20/2024) Distribution Rate* Amount / Share (%) Amount / Share ($) Distribution Frequency 30-Day SEC Yield** Bitcoin High Income ETF (B.
Positive
Seeking Alpha
1 month ago
IWMI: Short History, Strong Yield
IWMI enhances yield through an options strategy, offering a 14.8% distribution rate by leveraging Russell 2000 Index volatility. IWMI employs covered call writing, generating income from option premiums while capping upside potential, making it suitable for income-focused investors. Since its inception, IWMI delivered 11.4% ROI, underperforming the Russell 2000 Index tracker due to capped gains, but offers steady income in flat or moderately bullish markets.
Positive
ETF Trends
2 months ago
This Small-Cap ETF Turns Volatility Into Income
Small-cap stocks appear favorably positioned in a declining rate and soft landing environment. For advisors and investors wanting to harness the potential in small-caps looking ahead, the NEOS Russell 2000 High Income ETF (IWMI) is worth consideration.
Neutral
ETF Trends
2 months ago
Your Volatility Play This Election & Beyond
Markets and investors anxiously await election results as U.S. voting continues today. Whichever way the presidential election goes, advisors and investors anticipate enhanced short-term volatility.
Positive
ETF Trends
2 months ago
Boost Your Portfolio's Tax Efficiency With NEOS ETFs
As the end of the year draws closer, advisors and investors increasingly seek to optimize their portfolio's tax efficiency. The NEOS High Income ETF suite is worth consideration, providing exposure across core asset classes while adding layers of tax efficient income.
Neutral
Seeking Alpha
2 months ago
IWMI: Generating Income With Lower Volatility In A Shifting Small-Cap Market
IWMI ETF combines small-cap stock exposure with an active options strategy, offering tax-efficient monthly income yielding 14.82%. Small-cap stocks are poised for a comeback: IWMI positions itself to capitalize on potential shifts in market leadership as macroeconomic factors favor value-oriented, smaller companies. IWMI aims to enhance risk-adjusted returns, providing a strategic income option for investors seeking stability and upside potential with less volatility.
Neutral
ETF Trends
3 months ago
ETF Prime: Rosenbluth on Semitransparent Active ETFs & More
On this week's episode of ETF Prime, host Nate Geraci sat down with VettaFi's Head of Research Todd Rosenbluth to discuss Bitwise's XRP filing, semitransparent active ETFs, and CLOs. Later, Geraci welcomed Palmer Square founder Chris Long to discuss the $32 billion firm's ETF entrance.
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