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NEOS S&P 500 High Income ETF

297 hedge funds and large institutions have $884M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 150 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

479% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 14

241% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 44

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

48% more capital invested

Capital invested by funds: $596M → $884M (+$288M)

26% more funds holding

Funds holding: 235297 (+62)

1.91% more ownership

Funds ownership: 14.63%16.54% (+1.9%)

0% more call options, than puts

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

Holders
297
Holders Change
+62
Holders Change %
+26.38%
% of All Funds
3.9%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
81
Increased
150
Reduced
44
Closed
14
Calls
$8.64M
Puts
$8.61M
Net Calls
+$31K
Net Calls Change
+$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
251
GHP Investment Advisors
Colorado
$128K +$22.6K +440 +22%
PNC Financial Services Group
252
PNC Financial Services Group
Pennsylvania
$116K -$488K -9,500 -81%
MWA
253
Medallion Wealth Advisors
Connecticut
$110K -$1.13K -22 -1%
UB
254
UMB Bank
Missouri
$105K
CSB
255
City State Bank
Iowa
$105K
PA
256
Parallel Advisors
California
$103K +$23.1K +450 +30%
EWA
257
EverSource Wealth Advisors
Alabama
$94.1K
GWM
258
Geneos Wealth Management
Colorado
$71.6K +$49.2K +957 +232%
WANY
259
Wealthspire Advisors (New York)
New York
$64.2K +$63.1K +1,227 New
ACM
260
Anfield Capital Management
California
$56.8K
TF
261
Tompkins Financial
New York
$55.5K
AWM
262
Activest Wealth Management
Florida
$51.6K +$30.8K +599 +155%
VFM
263
Vision Financial Markets
Connecticut
$47.6K +$1.39K +27 +3%
CFD
264
Creative Financial Designs
Indiana
$47.6K -$617 -12 -1%
NS
265
NBC Securities
Alabama
$44.5K +$43.7K +850 New
CAL
266
Capital Analysts LLC
Pennsylvania
$40K +$51 +1 +0.1%
MCM
267
MAI Capital Management
Ohio
$34K
FDCDDQ
268
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.4K +$30.8K +600 +3,000%
BlackRock
269
BlackRock
New York
$31.3K -$132K -2,573 -81%
PB
270
Pinnacle Bancorp
Nebraska
$31.1K +$30.5K +594 New
CCM
271
Cloud Capital Management
Washington
$27K +$27.4K +533 New
FFA
272
Founders Financial Alliance
North Carolina
$23.8K +$23.4K +456 New
MMCM
273
Murphy & Mullick Capital Management
New York
$18.3K +$7.71K +150 +75%
POIA
274
Pin Oak Investment Advisors
Texas
$15.4K +$11.3K +219 +292%
RBC
275
Roble Belko & Company
Pennsylvania
$14K +$3.85K +75 +41%

SPYI Hedge Fund Activity: Q3 2025 in Review

297 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q3 2025, worth a combined $884M — up 48% from $596M a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SPYI positions and 14 closed out — a net gain of 67 holders — while 150 added to existing stakes and 44 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.6M. The largest seller was Nations Financial Group, exiting entirely with an estimated $3.14M sold.

  • 297 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q3 2025, up from 235 in Q2 2025.
  • Funds reported $884M of NEOS S&P 500 High Income ETF stock for Q3 2025, up 48% quarter-over-quarter.
  • 81 funds opened new NEOS S&P 500 High Income ETF positions in Q3 2025 and 14 closed out, a net change of +67 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q3 2025 was LPL Financial, an estimated $24.6M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q3 2025 was Nations Financial Group, an estimated $3.14M sold.

Based on aggregated 13F filings for Q3 2025.