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NEOS S&P 500 High Income ETF

348 hedge funds and large institutions have $1.15B invested in NEOS S&P 500 High Income ETF in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 193 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
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
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$415K
CP
227
Camelot Portfolios
Ohio
$408K
AI
228
Atria Investments
North Carolina
$406K
SHF
229
Safe Harbor Fiduciary
Florida
$402K
AF
230
Allworth Financial
California
$401K
EA
231
Ergawealth Advisors
Illinois
$370K
MWM
232
Meridian Wealth Management
Kentucky
$367K
PFGIA
233
Patriot Financial Group Insurance Agency
Massachusetts
$366K
Lido Advisors
234
Lido Advisors
California
$365K
WCFA
235
Walkner Condon Financial Advisors
Wisconsin
$361K
VA
236
VestGen Advisors
Illinois
$356K
PWAM
237
Private Wealth Asset Management
Iowa
$355K
GIM
238
Guild Investment Management
California
$353K
SA
239
Sonoma Allocations
California
$352K
FWA
240
FSM Wealth Advisors
Ohio
$340K
ATPW
241
Ashton Thomas Private Wealth
Arizona
$336K
JSW
242
Journey Strategic Wealth
New Jersey
$328K
KFGK
243
Keystone Financial Group (Kentucky)
Kentucky
$325K
BWM
244
Braeburn Wealth Management
Michigan
$316K
Group One Trading
245
Group One Trading
Illinois
$315K
FFM
246
Forum Financial Management
Illinois
$315K
PFO
247
PMG Family Office
Texas
$309K
MFG
248
Magnus Financial Group
New York
$309K
NA
249
NewEdge Advisors
Louisiana
$304K
EA
250
Eclectic Associates
California
$303K