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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
Holders
351
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.6M
Puts
$9.07M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
226
Strategic Blueprint
Georgia
$419K
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$415K
CP
228
Camelot Portfolios
Ohio
$408K
AI
229
Atria Investments
North Carolina
$406K
SHF
230
Safe Harbor Fiduciary
Florida
$402K
AF
231
Allworth Financial
California
$401K
EA
232
Ergawealth Advisors
Illinois
$370K
MWM
233
Meridian Wealth Management
Kentucky
$367K
PFGIA
234
Patriot Financial Group Insurance Agency
Massachusetts
$366K
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
GIM
239
Guild Investment Management
California
$353K
SA
240
Sonoma Allocations
California
$352K
FWA
241
FSM Wealth Advisors
Ohio
$340K
ATPW
242
Ashton Thomas Private Wealth
Arizona
$336K
JSW
243
Journey Strategic Wealth
New Jersey
$328K
KFGK
244
Keystone Financial Group (Kentucky)
Kentucky
$325K
BWM
245
Braeburn Wealth Management
Michigan
$316K
Group One Trading
246
Group One Trading
Illinois
$315K
FFM
247
Forum Financial Management
Illinois
$315K
PFO
248
PMG Family Office
Texas
$309K
MFG
249
Magnus Financial Group
New York
$309K
NA
250
NewEdge Advisors
Louisiana
$304K