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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
BFG
276
Berger Financial Group
Minnesota
$230K +$20.8K +396 +10%
WH
277
Willner & Heller
California
$230K +$22.7K +433 +11%
GWSA
278
Global Wealth Strategies & Associates
Colorado
$229K +$229K +4,364 New
KA
279
KLCM Advisors
Wisconsin
$228K +$228K +4,345 New
FMN
280
Financial Management Network
California
$227K +$226K +4,309 New
GRP
281
Global Retirement Partners
California
$227K -$68.8K -1,311 -23%
IP
282
Ignite Planners
California
$224K +$223K +4,254 New
APWA
283
Atlas Private Wealth Advisors
New Jersey
$220K
HH
284
Hilltop Holdings
Texas
$215K +$215K +4,090 New
AWM
285
Aprio Wealth Management
Georgia
$214K +$214K +4,070 New
IWA
286
Integrity Wealth Advisors
California
$211K +$210K +3,996 New
RSWM
287
Robertson Stephens Wealth Management
California
$201K
BlackRock
288
BlackRock
New York
$168K +$137K +2,604 +435%
MA
289
Montag & Associates
Georgia
$156K -$76K -1,448 -33%
GIA
290
GHP Investment Advisors
Colorado
$139K +$10.4K +198 +8%
US Bancorp
291
US Bancorp
Minnesota
$137K +$5.25K +100 +4%
SFS
292
Sunrise Financial Services
Washington
$132K +$132K +2,521 New
SPIA
293
Steward Partners Investment Advisory
New York
$124K +$119K +2,267 +2,361%
PNC Financial Services Group
294
PNC Financial Services Group
Pennsylvania
$116K
MWA
295
Medallion Wealth Advisors
Connecticut
$112K +$1.89K +36 +2%
EWA
296
EverSource Wealth Advisors
Alabama
$110K +$15.8K +300 +17%
UB
297
UMB Bank
Missouri
$106K
CSB
298
City State Bank
Iowa
$105K
PA
299
Parallel Advisors
California
$104K
NS
300
NBC Securities
Alabama
$102K +$57.3K +1,091 +128%