IWMI
NEOS Russell 2000 High Income ETFIWMI
IWMI
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
213% more capital invested
Capital invested by funds: $4.34M [Q3] → $13.6M (+$9.26M) [Q4]
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
70% more funds holding
Funds holding: 10 [Q3] → 17 (+7) [Q4]
3.35% more ownership
Funds ownership: 6.61% [Q3] → 9.96% (+3.35%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for IWMI.
Financial journalist opinion
Based on 3 articles about IWMI published over the past 30 days
Positive
ETF Trends
1 week ago
Look to This ETF Income Suite Amid Volatile Markets
Market volatility remains pronounced as of midday trading on Friday as investors digest rapidly shifting global trade dynamics. Advisors and investors looking to potentially harness volatility for income would do well to consider the NEOS options-based ETF suite this year.
Neutral
Seeking Alpha
1 week ago
IWMI: Could Be A Solid Option ETF Once The Dust Settles
Market declines offer opportunities to accumulate shares at discounted valuations, but IWMI should only supplement existing Russell 2000 positions due to its capped upside and downside risks. IWMI's call option strategy generates income, but has underperformed VTWO, with most distributions funded by return of capital, raising sustainability concerns. The current high-interest rate environment and tariff tensions make small-cap exposure less attractive, suggesting caution with IWMI investments.
Neutral
Business Wire
2 weeks ago
NEOS Investments Announces March 2025 ETF Suite Distributions (Correction)
WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces March monthly distribution amounts for their suite of ETFs that pursue monthly income and tax efficiency across core portfolio exposures. ETF distribution information as of the March 2025 Ex-Div Date (3/26/2025) Distribution Rate* Amount / Share (%) Amount / Share ($) Distribution Frequency 30-Day SEC Yield** Bitcoin High Income ETF (BTCI) 30.
Neutral
Seeking Alpha
2 months ago
IWMI: High Current Income And Some Downside Protection From Russell 2000 Options
The NEOS Russell 2000 High Income ETF was only launched in June 2024 with the goal of providing high current income through the sale of call options. A high current distribution rate has helped IWMI offset net asset value erosion and outperform the iShares Russell 2000 ETF over the past six months. The main appeal of selling call options is the high current income which cushions losses during market downturns and results in outperformance during sideways markets.
Neutral
Business Wire
2 months ago
NEOS Investments Announces January 2025 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 January 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 January 2025 Ex-Div Date (1/22/2024) Distribution Rate* Amount / Share (%) Amount / Share ($) Distribution Frequency 30-Day SEC Yield** Bitcoin High Income ETF (BTCI.
Neutral
Business Wire
3 months ago
NEOS Investments Announces December ETF Suite Distributions
WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces December monthly distribution amounts for their suite of ETFs that pursue monthly income and tax efficiency across core portfolio exposures. ETF distribution information as of the December 2024 Ex-Div Date (12/24/2024) Distribution Rate* Amount / Share (%) Amount / Share ($) Distribution Frequency 30-Day SEC Yield** Bitcoin High Income ETF (B.
Positive
Zacks Investment Research
3 months 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 months 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
4 months 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
5 months 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.
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