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