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NEOS S&P 500 High Income ETF

297 hedge funds and large institutions have $884M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 150 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

479% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 14

241% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 44

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

48% more capital invested

Capital invested by funds: $596M → $884M (+$288M)

26% more funds holding

Funds holding: 235297 (+62)

1.91% more ownership

Funds ownership: 14.63%16.54% (+1.9%)

0% more call options, than puts

Call options by funds: $8.64M | Put options by funds: $8.61M

Holders
297
Holders Change
+62
Holders Change %
+26.38%
% of All Funds
3.9%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
81
Increased
150
Reduced
44
Closed
14
Calls
$8.64M
Puts
$8.61M
Net Calls
+$31K
Net Calls Change
+$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
AE Wealth Management
Kansas
$265K +$144K +2,809 +125%
Envestnet Portfolio Solutions
227
Envestnet Portfolio Solutions
Illinois
$262K +$258K +5,018 New
AHL
228
Abel Hall LLC
Louisiana
$262K
LAM
229
Lewis Asset Management
California
$247K +$243K +4,731 New
MFG
230
Magnus Financial Group
New York
$243K +$239K +4,644 New
QP
231
Quartz Partners
New York
$243K -$63.2K -1,230 -21%
MA
232
Montag & Associates
Georgia
$231K -$9.41K -183 -4%
NWA
233
Navis Wealth Advisors
New York
$229K +$225K +4,378 New
SWM
234
Silverlake Wealth Management
Vermont
$228K +$224K +4,351 New
MA
235
MCF Advisors
Kentucky
$227K -$32.2K -626 -13%
NW
236
Naviter Wealth
Arkansas
$226K -$51.4K -1,000 -19%
GCP
237
Gill Capital Partners
Colorado
$226K
APWA
238
Atlas Private Wealth Advisors
New Jersey
$219K +$215K +4,180 New
ATPW
239
Ashton Thomas Private Wealth
Arizona
$217K
BFG
240
Berger Financial Group
Minnesota
$208K +$205K +3,985 New
WH
241
Willner & Heller
California
$206K -$13.4K -260 -6%
PAS
242
Park Avenue Securities
New York
$206K +$202K +3,932 New
DAS
243
Dynamic Advisor Solutions
Arizona
$206K +$202K +3,932 New
RWA
244
Redhawk Wealth Advisors
Minnesota
$205K +$201K +3,912 New
VVP
245
Venture Visionary Partners
Ohio
$204K +$201K +3,902 New
CAG
246
Csenge Advisory Group
Florida
$202K +$199K +3,865 New
RSWM
247
Robertson Stephens Wealth Management
California
$200K +$197K +3,831 New
Group One Trading
248
Group One Trading
Illinois
$137K +$135K +2,623 New
SS
249
Sunbelt Securities
Texas
$131K +$125K +2,426 +2,854%
US Bancorp
250
US Bancorp
Minnesota
$131K

SPYI Hedge Fund Activity: Q3 2025 in Review

297 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q3 2025, worth a combined $884M — up 48% from $596M a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SPYI positions and 14 closed out — a net gain of 67 holders — while 150 added to existing stakes and 44 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.6M. The largest seller was Nations Financial Group, exiting entirely with an estimated $3.14M sold.

  • 297 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q3 2025, up from 235 in Q2 2025.
  • Funds reported $884M of NEOS S&P 500 High Income ETF stock for Q3 2025, up 48% quarter-over-quarter.
  • 81 funds opened new NEOS S&P 500 High Income ETF positions in Q3 2025 and 14 closed out, a net change of +67 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q3 2025 was LPL Financial, an estimated $24.6M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q3 2025 was Nations Financial Group, an estimated $3.14M sold.

Based on aggregated 13F filings for Q3 2025.