We are live on ! Find out more
SPYI icon

NEOS S&P 500 High Income ETF

393 hedge funds and large institutions have $1.37B invested in NEOS S&P 500 High Income ETF in 2026 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 217 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 63

188% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 26

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

18% more capital invested

Capital invested by funds: $1.16B → $1.37B (+$214M)

12% more funds holding

Funds holding: 351393 (+42)

0.18% less ownership

Funds ownership: 17.04%16.86% (-0.18%)

3% less call options, than puts

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

Holders
393
Holders Change
+42
Holders Change %
+11.97%
% of All Funds
4.84%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.23%
New
75
Increased
217
Reduced
63
Closed
26
Calls
$15.2M
Puts
$15.8M
Net Calls
-$543K
Net Calls Change
-$7.09M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
376
AssetMark Inc
California
$8K +$1.76K +34 +27%
M
377
MOTCO
Texas
$6.67K +$7K +135 New
DSC
378
Duncker Streett & Co
Missouri
$4.94K
SIC
379
Salem Investment Counselors
North Carolina
$4.94K +$5.18K +100 New
FNWA
380
Financial Network Wealth Advisors
Utah
$4.84K +$5.08K +98 New
CA
381
Clearstead Advisors
Ohio
$4.39K +$207 +4 +5%
OCM
382
Osbon Capital Management
Massachusetts
$3.85K +$4.04K +78 New
PIS
383
POM Investment Strategies
North Carolina
$1.98K +$2.07K +40 New
DFA
384
DHJJ Financial Advisors
Illinois
$1.83K
KFP
385
Kerr Financial Planning
California
$1.58K -$363 -7 -18%
BWL
386
Bogart Wealth LLC
Virginia
$1.39K +$52 +1 +4%
IAS
387
IMA Advisory Services
Colorado
$987 +$1.04K +20 New
GSWM
388
Golden State Wealth Management
California
$953 +$52 +1 +6%
MHIP
389
Mountain Hill Investment Partners
New Jersey
$522 +$311 +6 +120%
Russell Investments Group
390
Russell Investments Group
United Kingdom
$494 +$207 +4 +67%
HCM
391
Hollencrest Capital Management
California
$395 +$415 +8 New
VWA
392
VSM Wealth Advisory
Maryland
$265
RF
393
Robbins Farley
New Hampshire
$99
BCPWM
394
Bradley & Co Private Wealth Management
Florida
$49
Renaissance Technologies
395
Renaissance Technologies
New York
-$5.11M -97,300 Closed
LCWP
396
Legacy Capital Wealth Partners
Arkansas
-$4M -76,078 Closed
CAGAS
397
Capital Advisory Group Advisory Services
Minnesota
-$3.93M -74,828 Closed
FGA
398
Fortis Group Advisors
New Jersey
-$3.8M -72,179 Closed
IA
399
IFG Advisory
Georgia
-$3.45M -65,720 Closed
LA
400
Lifeworks Advisors
Michigan
-$2.46M -46,805 Closed