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NEOS S&P 500 High Income ETF

294 hedge funds and large institutions have $875M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 148 increasing their positions, 44 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

26% more funds holding

Funds holding: 233294 (+61)

1.92% more ownership

Funds ownership: 14.45%16.38% (+1.9%)

0% more call options, than puts

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

Holders
294
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
PNC Financial Services Group
251
PNC Financial Services Group
Pennsylvania
$116K
UB
252
UMB Bank
Missouri
$105K
CSB
253
City State Bank
Iowa
$105K
PA
254
Parallel Advisors
California
$103K
EWA
255
EverSource Wealth Advisors
Alabama
$94.1K
GWM
256
Geneos Wealth Management
Colorado
$71.6K
WANY
257
Wealthspire Advisors (New York)
New York
$64.2K
ACM
258
Anfield Capital Management
California
$56.8K
TF
259
Tompkins Financial
New York
$55.5K
AWM
260
Activest Wealth Management
Florida
$51.6K
VFM
261
Vision Financial Markets
Connecticut
$47.6K
CFD
262
Creative Financial Designs
Indiana
$47.6K
NS
263
NBC Securities
Alabama
$44.5K
CAL
264
Capital Analysts LLC
Pennsylvania
$40K
MCM
265
MAI Capital Management
Ohio
$34K
FDCDDQ
266
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.4K
BlackRock
267
BlackRock
New York
$31.3K
PB
268
Pinnacle Bancorp
Nebraska
$31.1K
CCM
269
Cloud Capital Management
Washington
$27K
FFA
270
Founders Financial Alliance
North Carolina
$23.8K
MMCM
271
Murphy & Mullick Capital Management
New York
$18.3K
POIA
272
Pin Oak Investment Advisors
Texas
$15.4K
RBC
273
Roble Belko & Company
Pennsylvania
$14K
AAG
274
Armstrong Advisory Group
Massachusetts
$13K
GPFA
275
Game Plan Financial Advisors
Ohio
$10.5K