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NEOS S&P 500 High Income ETF

290 hedge funds and large institutions have $868M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 148 increasing their positions, 42 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

25% more funds holding

Funds holding: 232290 (+58)

1.8% more ownership

Funds ownership: 14.44%16.24% (+1.8%)

0% more call options, than puts

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

Holders
290
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
EWA
251
EverSource Wealth Advisors
Alabama
$94.1K
GWM
252
Geneos Wealth Management
Colorado
$71.6K
WANY
253
Wealthspire Advisors (New York)
New York
$64.2K
ACM
254
Anfield Capital Management
California
$56.8K
TF
255
Tompkins Financial
New York
$55.5K
AWM
256
Activest Wealth Management
Florida
$51.6K
VFM
257
Vision Financial Markets
Connecticut
$47.6K
CFD
258
Creative Financial Designs
Indiana
$47.6K
NS
259
NBC Securities
Alabama
$44.5K
CAL
260
Capital Analysts LLC
Pennsylvania
$40K
MCM
261
MAI Capital Management
Ohio
$34K
FDCDDQ
262
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.4K
BlackRock
263
BlackRock
New York
$31.3K
PB
264
Pinnacle Bancorp
Nebraska
$31.1K
CCM
265
Cloud Capital Management
Washington
$27K
FFA
266
Founders Financial Alliance
North Carolina
$23.8K
MMCM
267
Murphy & Mullick Capital Management
New York
$18.3K
POIA
268
Pin Oak Investment Advisors
Texas
$15.4K
RBC
269
Roble Belko & Company
Pennsylvania
$14K
AAG
270
Armstrong Advisory Group
Massachusetts
$13K
GPFA
271
Game Plan Financial Advisors
Ohio
$10.5K
AWM
272
Abound Wealth Management
Tennessee
$10K
Wells Fargo
273
Wells Fargo
California
$6.89K
AssetMark Inc
274
AssetMark Inc
California
$5.49K
DSC
275
Duncker Streett & Co
Missouri
$5.23K