SPYI icon

NEOS S&P 500 High Income ETF

390 hedge funds and large institutions have $1.3B invested in NEOS S&P 500 High Income ETF in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 214 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

11% more funds holding

Funds holding: 351390 (+39)

0.98% less ownership

Funds ownership: 17.06%16.08% (-0.98%)

3% less call options, than puts

Call options by funds: $15.2M | Put options by funds: $15.8M

Holders
390
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.2M
Puts
$15.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAAG
351
Innovative Asset Advisors Group
Connecticut
$42K
AIS
352
Advocate Investing Services
Maryland
$39.5K
FGAM
353
Financial Gravity Asset Management
Texas
$38.1K
HNB
354
Huntington National Bank
Ohio
$37.6K
PB
355
Pinnacle Bancorp
Nebraska
$29.3K
CAL
356
Capital Analysts LLC
Pennsylvania
$29K
RFP
357
Root Financial Partners
California
$28.5K
SWP
358
Strategic Wealth Partners
Ohio
$28.2K
GWM
359
Geneos Wealth Management
Colorado
$28.1K
SA
360
Scarborough Advisors
Maryland
$27.6K
HIA
361
HFM Investment Advisors
New Jersey
$25.2K
UCB
362
United Community Bank
South Carolina
$24.7K
POIA
363
Pin Oak Investment Advisors
Texas
$19K
RBC
364
Roble Belko & Company
Pennsylvania
$19K
TPWA
365
Twin Peaks Wealth Advisors
California
$17.8K
MMCM
366
Murphy & Mullick Capital Management
New York
$17.3K
MG
367
Mather Group
Illinois
$15K
BL
368
BFSG LLC
California
$12.2K
JP Morgan Chase
369
JP Morgan Chase
New York
$11.1K
GPFA
370
Game Plan Financial Advisors
Ohio
$9.87K
SGK
371
Steigerwald Gordon & Koch
Virginia
$9.38K
FMP
372
Financial Management Professionals
Texas
$9.13K
AssetMark Inc
373
AssetMark Inc
California
$8K
M
374
MOTCO
Texas
$6.67K
DSC
375
Duncker Streett & Co
Missouri
$4.94K