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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
EA
251
Eclectic Associates
California
$303K
FTA
252
Financial & Tax Architects
Missouri
$296K -$1.68K -32 -0.6%
SYBT
253
Stock Yards Bank & Trust
Kentucky
$296K +$296K +5,640 New
MA
254
MCF Advisors
Kentucky
$296K +$67.9K +1,294 +30%
CW
255
CreativeOne Wealth
Kansas
$291K +$291K +5,539 New
SAA
256
Southeast Asset Advisors
Georgia
$289K +$289K +5,500 New
IAS
257
Insigneo Advisory Services
Florida
$287K +$315 +6 +0.1%
S
258
Storgate
Texas
$285K +$285K +5,425 New
DC
259
Davenport & Co
Virginia
$271K -$52.5K -1,000 -16%
FWI
260
Facet Wealth Inc
Maryland
$270K +$893 +17 +0.3%
MCA
261
McGuire Capital Advisors
Oklahoma
$268K +$268K +5,103 New
Envestnet Portfolio Solutions
262
Envestnet Portfolio Solutions
Illinois
$265K +$1.1K +21 +0.4%
AHL
263
Abel Hall LLC
Louisiana
$263K
IIA
264
IPG Investment Advisors
California
$263K +$263K +5,000 New
MFG
265
Marmo Financial Group
Tennessee
$260K +$260K +4,946 New
RIS
266
Richmond Investment Services
Wisconsin
$244K +$244K +4,648 New
KFAS
267
Keating Financial Advisory Services
Kansas
$242K +$242K +4,611 New
SS
268
Sunbelt Securities
Texas
$240K +$108K +2,052 +82%
VVP
269
Venture Visionary Partners
Ohio
$240K +$34.5K +657 +17%
Betterment LLC
270
Betterment LLC
New York
$238K +$238K +4,537 New
PAG
271
Poinciana Advisors Group
Florida
$237K +$237K +4,513 New
CFG
272
Copley Financial Group
California
$237K +$237K +4,508 New
SWM
273
Silverlake Wealth Management
Vermont
$236K +$7.09K +135 +3%
WIA
274
World Investment Advisors
California
$233K +$233K +4,429 New
NWA
275
Navis Wealth Advisors
New York
$231K +$1.16K +22 +0.5%