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NEOS S&P 500 High Income ETF

294 hedge funds and large institutions have $875M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 148 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

26% more funds holding

Funds holding: 233294 (+61)

1.92% more ownership

Funds ownership: 14.45%16.38% (+1.9%)

0% more call options, than puts

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

Holders
294
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.64M
Puts
$8.61M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
226
Envestnet Portfolio Solutions
Illinois
$262K
AHL
227
Abel Hall LLC
Louisiana
$262K
LAM
228
Lewis Asset Management
California
$247K
MFG
229
Magnus Financial Group
New York
$243K
QP
230
Quartz Partners
New York
$243K
MA
231
Montag & Associates
Georgia
$231K
NWA
232
Navis Wealth Advisors
New York
$229K
SWM
233
Silverlake Wealth Management
Vermont
$228K
MA
234
MCF Advisors
Kentucky
$227K
NW
235
Naviter Wealth
Arkansas
$226K
GCP
236
Gill Capital Partners
Colorado
$226K
APWA
237
Atlas Private Wealth Advisors
New Jersey
$219K
ATPW
238
Ashton Thomas Private Wealth
Arizona
$217K
BFG
239
Berger Financial Group
Minnesota
$208K
WH
240
Willner & Heller
California
$206K
PAS
241
Park Avenue Securities
New York
$206K
DAS
242
Dynamic Advisor Solutions
Arizona
$206K
RWA
243
Redhawk Wealth Advisors
Minnesota
$205K
VVP
244
Venture Visionary Partners
Ohio
$204K
CAG
245
Csenge Advisory Group
Florida
$202K
RSWM
246
Robertson Stephens Wealth Management
California
$200K
Group One Trading
247
Group One Trading
Illinois
$137K
SS
248
Sunbelt Securities
Texas
$131K
US Bancorp
249
US Bancorp
Minnesota
$131K
GIA
250
GHP Investment Advisors
Colorado
$128K