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NEOS S&P 500 High Income ETF

232 hedge funds and large institutions have $588M invested in NEOS S&P 500 High Income ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 118 increasing their positions, 34 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)

0.17% more ownership

Funds ownership: 14.26%14.43% (+0.17%)

51% less call options, than puts

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

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