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NEOS S&P 500 High Income ETF
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Overview Fund Activity

230 hedge funds and large institutions have $587M invested in NEOS S&P 500 High Income ETF in 2025 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 34 reducing their positions, and 18 closing their positions.

Holders
230
Holders Change
+40
Holders Change %
+21.05%
% of All Funds
3.09%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
62
Increased
117
Reduced
34
Closed
18
Calls
$2.77M
Puts
$5.62M
Net Calls
-$2.86M
Net Calls Change
-$538K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$91.7M
2
UBS Group
2
UBS Group
Switzerland
$22.6M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$10.4M
4
CWA
4
Cascade Wealth Advisors
Washington
$18.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.23M

Top Sellers

1
AAA
1
American Alpha Advisors
New York
$0
2
3AM
2
3EDGE Asset Management
Florida
$0
3
SCM
3
SCS Capital Management
Massachusetts
$0
4
SI
4
Stephens Inc
Arkansas
$0
5
IAS
5
Insigneo Advisory Services
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$91.7M 1,821,981 +531,503 +41%
GI
2
Gradient Investments
Minnesota
$84M 1,668,983 +26,747 +2%
Stifel Financial
3
Stifel Financial
Missouri
$28.5M 567,247 +21,296 +4%
UBS Group
4
UBS Group
Switzerland
$22.6M 448,139 +321,500 +254%
PAG
5
Private Advisor Group
New Jersey
$21.5M 426,424 +49,549 +13%
SHFP
6
Second Half Financial Partners
Florida
$20.6M 409,806 +2,391 +0.6%
CWA
7
Cascade Wealth Advisors
Washington
$18.9M 367,420 +101,172 +38%
MML Investors Services
8
MML Investors Services
Massachusetts
$11.6M 230,323 +23,866 +12%
Two Sigma Investments
9
Two Sigma Investments
New York
$10.4M 206,100 +206,100 New
IAIM
10
International Assets Investment Management
Florida
$8.27M 164,380 +9,114 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8.23M 163,595 +101,411 +163%
KAS
12
Kestra Advisory Services
Texas
$7.95M 157,902 +85,049 +117%
AFP
13
Ausdal Financial Partners
Iowa
$7.43M 147,662 +43,180 +41%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$7.22M 143,390 +24,758 +21%
BFA
15
Brown Financial Advisors
Ohio
$6.08M 120,855 -2,161 -2%
MS
16
Madden Securities
Texas
$5.84M 116,020 +43,135 +59%
MFS
17
Mattson Financial Services
Michigan
$5.7M 113,215 +529 +0.5%
Renaissance Technologies
18
Renaissance Technologies
New York
$5.22M 103,700 +77,100 +290%
RA
19
RiverTree Advisors
Florida
$5.19M 103,203 +65,282 +172%
RAM
20
Readystate Asset Management
Illinois
$4.96M 98,496 +98,496 New
SWP
21
Stratos Wealth Partners
Ohio
$4.72M 93,828 +23,499 +33%
SCM
22
Steele Capital Management
Iowa
$4.67M 92,860 +11,460 +14%
BCI
23
Brinker Capital Investments
Pennsylvania
$4.53M 90,042 +5,537 +7%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$4.48M 88,317 +16,268 +23%
TFA
25
Teamwork Financial Advisors
Texas
$4.44M 88,212 +88,212 New
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