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NEOS S&P 500 High Income ETF

295 hedge funds and large institutions have $876M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 149 increasing their positions, 43 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: $ → $

27% more funds holding

Funds holding: 233295 (+62)

1.93% 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
295
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
SA
276
Scarborough Advisors
Maryland
$10.3K
AWM
277
Abound Wealth Management
Tennessee
$10K
Wells Fargo
278
Wells Fargo
California
$6.89K
AssetMark Inc
279
AssetMark Inc
California
$5.49K
DSC
280
Duncker Streett & Co
Missouri
$5.23K
PWAM
281
Private Wealth Asset Management
Iowa
$5.23K
SPIA
282
Steward Partners Investment Advisory
New York
$5.02K
ASN
283
Advisory Services Network
Georgia
$4.45K
HWP
284
Highline Wealth Partners
California
$3.14K
DFA
285
DHJJ Financial Advisors
Illinois
$1.94K
BWL
286
Bogart Wealth LLC
Virginia
$1.44K
GSWM
287
Golden State Wealth Management
California
$951
CTC
288
Central Trust Company
Missouri
$785
RFP
289
Root Financial Partners
California
$366
MHIP
290
Mountain Hill Investment Partners
New Jersey
$270
GA
291
Guerra Advisors
Florida
$255
RF
292
Robbins Farley
New Hampshire
$105
CPG
293
Cornerstone Planning Group
New Jersey
$58
LFG
294
Larson Financial Group
Missouri
$52
BCPWM
295
Bradley & Co Private Wealth Management
Florida
$52
NFG
296
Nations Financial Group
Iowa
LWL
297
Leo Wealth LLC
Texas
SRL
298
Scientech Research LLC
New Jersey
MWM
299
MGB Wealth Management
Texas
AWM
300
Atticus Wealth Management
Florida