NEOS S&P 500 High Income ETF
SPYI
297 hedge funds and large institutions have $884M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 150 increasing their positions, 44 reducing their positions, and 14 closing their positions.
479% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 14
241% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 44
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
48% more capital invested
Capital invested by funds: $596M → $884M (+$288M)
26% more funds holding
Funds holding: 235 → 297 (+62)
1.91% more ownership
Funds ownership: 14.63% → 16.54% (+1.9%)
0% more call options, than puts
Call options by funds: $8.64M | Put options by funds: $8.61M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$24.6M |
| 2 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$21.2M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$21.1M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$18M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
-$3.14M |
| 2 |
CWA
Cascade Wealth Advisors
Wenatchee,
Washington
|
-$2.42M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.65M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.11M |
| 5 |
FWM
Fortress Wealth Management
Culver City,
California
|
-$958K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
301
MGB Wealth Management
Addison,
Texas
| – | -$126K | -2,502 | Closed |
|
|
AWM
302
Atticus Wealth Management
Palm Beach Gardens,
Florida
| – | -$107K | -2,124 | Closed |
|
|
CCM
303
Chilton Capital Management
Houston,
Texas
| – | -$12.6K | -250 | Closed |
|
|
PP
304
Pacifica Partners
Surrey,
Canada
| – | -$11.1K | -221 | Closed |
|
|
TPWA
305
Twin Peaks Wealth Advisors
Burlingame,
California
| – | -$6.87K | -133 | Closed |
|
306
Fidelity Investments
Boston,
Massachusetts
| – | -$6.39K | -127 | Closed |
|
|
SVCP
307
Silicon Valley Capital Partners
San Jose,
California
| – | -$5.29K | -105 | Closed |
|
|
FRA
308
Front Row Advisors
Tiburon,
California
| – | -$3.32K | -66 | Closed |
|
|
CA
309
Crewe Advisors
Salt Lake City,
Utah
| – | -$1.26K | -25 | Closed |
|
|
PS
310
Principal Securities
Des Moines,
Iowa
| – | -$1.01K | -20 | Closed |
|
SPYI Hedge Fund Activity: Q3 2025 in Review
297 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q3 2025, worth a combined $884M — up 48% from $596M a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new SPYI positions and 14 closed out — a net gain of 67 holders — while 150 added to existing stakes and 44 trimmed.
The largest buyer was LPL Financial, adding an estimated $24.6M. The largest seller was Nations Financial Group, exiting entirely with an estimated $3.14M sold.
- 297 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q3 2025, up from 235 in Q2 2025.
- Funds reported $884M of NEOS S&P 500 High Income ETF stock for Q3 2025, up 48% quarter-over-quarter.
- 81 funds opened new NEOS S&P 500 High Income ETF positions in Q3 2025 and 14 closed out, a net change of +67 holders.
- The largest NEOS S&P 500 High Income ETF buyer in Q3 2025 was LPL Financial, an estimated $24.6M added.
- The largest NEOS S&P 500 High Income ETF seller in Q3 2025 was Nations Financial Group, an estimated $3.14M sold.
Based on aggregated 13F filings for Q3 2025.