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NEOS S&P 500 High Income ETF

233 hedge funds and large institutions have $589M invested in NEOS S&P 500 High Income ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 120 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.18% more ownership

Funds ownership: 14.27%14.45% (+0.18%)

51% less call options, than puts

Call options by funds: $2.77M | Put options by funds: $5.62M

Holders
233
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.77M
Puts
$5.62M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
226
Cornerstone Planning Group
New Jersey
$1.52K
BWL
227
Bogart Wealth LLC
Virginia
$1.3K
CA
228
Crewe Advisors
Utah
$1.26K
FDCDDQ
229
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.01K
PS
230
Principal Securities
Iowa
$1.01K
RF
231
Robbins Farley
New Hampshire
$101
BCPWM
232
Bradley & Co Private Wealth Management
Florida
$50
AAA
233
American Alpha Advisors
New York
3AM
234
3EDGE Asset Management
Florida
SCM
235
SCS Capital Management
Massachusetts
Susquehanna International Group
236
Susquehanna International Group
Pennsylvania
SI
237
Stephens Inc
Arkansas
IAS
238
Insigneo Advisory Services
Florida
LJCM
239
Lee Johnson Capital Management
Texas
CGA
240
Crescent Grove Advisors
Illinois
BBP
241
Banco BTG Pactual
Brazil
Envestnet Portfolio Solutions
242
Envestnet Portfolio Solutions
Illinois
Wolverine Trading
243
Wolverine Trading
Illinois
GS
244
GWN Securities
Florida
CWC
245
Carolinas Wealth Consulting
North Carolina
FPAS
246
Focus Partners Advisor Solutions
Missouri
CA
247
Continuum Advisory
Idaho
CCM
248
Coldstream Capital Management
Washington
SWM
249
Spire Wealth Management
Virginia
MTIC
250
Missouri Trust & Investment Company
Missouri