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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
EWM
301
Evolution Wealth Management
Florida
$84.9K +$84.9K +1,617 New
AAP
302
Arax Advisory Partners
Colorado
$82.8K +$82.7K +1,576 New
TAM
303
Tucker Asset Management
Colorado
$78.8K +$78.8K +1,500 New
GWM
304
Geneos Wealth Management
Colorado
$72.8K +$840 +16 +1%
SFG
305
Strive Financial Group
Indiana
$67.3K +$67.3K +1,281 New
AWM
306
Abound Wealth Management
Tennessee
$62.4K +$52.3K +997 +519%
LC
307
Luminist Capital
Michigan
$60.1K +$60.1K +1,144 New
ACM
308
Anfield Capital Management
California
$57K
TF
309
Tompkins Financial
New York
$55.8K
VFM
310
Vision Financial Markets
Connecticut
$49.3K +$1.47K +28 +3%
CFD
311
Creative Financial Designs
Indiana
$47.8K
FDCDDQ
312
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43K +$10.5K +200 +32%
Wells Fargo
313
Wells Fargo
California
$41.8K +$34.9K +664 +503%
HNB
314
Huntington National Bank
Ohio
$40K
CAL
315
Capital Analysts LLC
Pennsylvania
$39K -$1.42K -27 -4%
OC
316
Optima Capital
Oregon
$36.8K +$36.8K +701 New
PB
317
Pinnacle Bancorp
Nebraska
$31.2K
SAG
318
SageView Advisory Group
California
$27.6K +$27.6K +525 New
HIA
319
HFM Investment Advisors
New Jersey
$26.8K +$26.8K +511 New
UCB
320
United Community Bank
South Carolina
$26.3K +$26.3K +500 New
SWM
321
SHP Wealth Management
Massachusetts
$23K +$22.9K +437 New
AWM
322
Activest Wealth Management
Florida
$21.6K -$30.2K -575 -58%
POIA
323
Pin Oak Investment Advisors
Texas
$21K +$5.25K +100 +34%
SA
324
Scarborough Advisors
Maryland
$20.5K +$10.2K +195 +99%
AAG
325
Armstrong Advisory Group
Massachusetts
$20.1K +$7.04K +134 +54%