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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
RBC
326
Roble Belko & Company
Pennsylvania
$20K +$6.46K +123 +47%
MMCM
327
Murphy & Mullick Capital Management
New York
$18.4K
RFP
328
Root Financial Partners
California
$16.9K +$16.5K +315 +4,500%
LFG
329
Larson Financial Group
Missouri
$16.8K +$16.7K +319 +31,900%
BL
330
BFSG LLC
California
$13.7K +$13.7K +260 New
SWA
331
SOA Wealth Advisors
New York
$13.2K +$13.2K +251 New
SWM
332
Spire Wealth Management
Virginia
$11.8K +$11.8K +225 New
CI
333
CX Institutional
Indiana
$11K +$10.5K +200 New
GPFA
334
Game Plan Financial Advisors
Ohio
$10.5K
FMP
335
Financial Management Professionals
Texas
$9.14K +$9.13K +174 New
AssetMark Inc
336
AssetMark Inc
California
$6.72K +$1.21K +23 +22%
DSC
337
Duncker Streett & Co
Missouri
$5.25K
CA
338
Clearstead Advisors
Ohio
$4.47K +$4.46K +85 New
JP Morgan Chase
339
JP Morgan Chase
New York
$4.15K -$1.63M -31,095 -100%
HWP
340
Highline Wealth Partners
California
$3.15K
EP
341
Essential Partners
California
$3.1K +$3.1K +59 New
KFP
342
Kerr Financial Planning
California
$2K +$2K +38 New
DFA
343
DHJJ Financial Advisors
Illinois
$1.94K
BWL
344
Bogart Wealth LLC
Virginia
$1.44K -$53 -1 -4%
GSWM
345
Golden State Wealth Management
California
$984
Russell Investments Group
346
Russell Investments Group
United Kingdom
$315 +$315 +6 New
MHIP
347
Mountain Hill Investment Partners
New Jersey
$279
VWA
348
VSM Wealth Advisory
Maryland
$273 +$263 +5 New
RF
349
Robbins Farley
New Hampshire
$106
DF
350
Dunhill Financial
United Kingdom
$106 +$105 +2 New