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NEOS S&P 500 High Income ETF

351 hedge funds and large institutions have $1.16B invested in NEOS S&P 500 High Income ETF in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 195 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 42

223% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 26

72% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $9.07M

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

31% more capital invested

Capital invested by funds: $884M → $1.16B (+$275M)

18% more funds holding

Funds holding: 297351 (+54)

0.5% more ownership

Funds ownership: 16.54%17.04% (+0.5%)

Holders
351
Holders Change
+54
Holders Change %
+18.18%
% of All Funds
4.27%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
84
Increased
195
Reduced
42
Closed
26
Calls
$15.6M
Puts
$9.07M
Net Calls
+$6.54M
Net Calls Change
+$6.51M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
226
Strategic Blueprint
Georgia
$419K +$418K +7,969 New
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$415K +$39.7K +756 +11%
CP
228
Camelot Portfolios
Ohio
$408K +$50.5K +961 +14%
AI
229
Atria Investments
North Carolina
$406K +$158 +3 +0%
SHF
230
Safe Harbor Fiduciary
Florida
$402K +$402K +7,653 New
AF
231
Allworth Financial
California
$401K +$43.8K +835 +12%
EA
232
Ergawealth Advisors
Illinois
$370K +$7.77K +148 +2%
MWM
233
Meridian Wealth Management
Kentucky
$367K +$367K +6,990 New
PFGIA
234
Patriot Financial Group Insurance Agency
Massachusetts
$366K +$49.8K +948 +16%
Lido Advisors
235
Lido Advisors
California
$365K
WCFA
236
Walkner Condon Financial Advisors
Wisconsin
$361K
VA
237
VestGen Advisors
Illinois
$356K
PWAM
238
Private Wealth Asset Management
Iowa
$355K +$350K +6,657 +6,657%
GIM
239
Guild Investment Management
California
$353K +$67.2K +1,280 +24%
SA
240
Sonoma Allocations
California
$352K
FWA
241
FSM Wealth Advisors
Ohio
$340K
ATPW
242
Ashton Thomas Private Wealth
Arizona
$336K +$118K +2,242 +54%
JSW
243
Journey Strategic Wealth
New Jersey
$328K +$13.2K +251 +4%
KFGK
244
Keystone Financial Group (Kentucky)
Kentucky
$325K +$324K +6,180 New
BWM
245
Braeburn Wealth Management
Michigan
$316K +$316K +6,025 New
Group One Trading
246
Group One Trading
Illinois
$315K +$177K +3,375 +129%
FFM
247
Forum Financial Management
Illinois
$315K +$12.9K +245 +4%
PFO
248
PMG Family Office
Texas
$309K -$10.2K -195 -3%
MFG
249
Magnus Financial Group
New York
$309K +$64.7K +1,232 +27%
NA
250
NewEdge Advisors
Louisiana
$304K +$29.9K +570 +11%