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NEOS S&P 500 High Income ETF
SPYI

Overview Fund Activity

231 hedge funds and large institutions have $588M invested in NEOS S&P 500 High Income ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 34 reducing their positions, and 19 closing their positions.

Holders
231
Holders Change
+41
Holders Change %
+21.58%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
63
Increased
117
Reduced
34
Closed
19
Calls
$2.77M
Puts
$5.62M
Net Calls
-$2.86M
Net Calls Change
-$538K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$91.7M
2
UBS Group
2
UBS Group
Switzerland
$22.6M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$10.4M
4
CWA
4
Cascade Wealth Advisors
Washington
$18.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.23M

Top Sellers

1
AAA
1
American Alpha Advisors
New York
$0
2
3AM
2
3EDGE Asset Management
Florida
$0
3
SCM
3
SCS Capital Management
Massachusetts
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SI
5
Stephens Inc
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$4.32M +$2.27M +45,020 +110%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$4.26M -$259K -5,151 -6%
SWM
28
StoneCrest Wealth Management
Arizona
$3.99M +$3.99M +79,321 New
DIM
29
Delta Investment Management
California
$3.9M +$177K +3,516 +5%
Citadel Advisors
30
Citadel Advisors
Florida
$3.88M +$1.58M +31,305 +68%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$3.84M -$824K -16,378 -18%
CIAS
32
Capital Investment Advisory Services
North Carolina
$3.61M +$1.41M +27,976 +64%
WA
33
Waverly Advisors
Alabama
$3.5M +$229K +4,552 +7%
IA
34
IFG Advisory
Georgia
$3.27M +$742K +14,740 +29%
PI
35
PFG Investments
New York
$3.26M +$483K +9,604 +17%
PWM
36
Palacios Wealth Management
Florida
$3.22M +$347K +6,900 +12%
NFG
37
Nations Financial Group
Iowa
$3.14M +$2.75M +54,585 +707%
NFSG
38
Newbridge Financial Services Group
Florida
$3.05M +$226K +4,483 +8%
HNWAG
39
High Net Worth Advisory Group
Florida
$2.71M +$159K +3,162 +6%
GFP
40
Guardian Financial Partners
California
$2.64M +$150K +2,974 +6%
GSIAS
41
Garden State Investment Advisory Services
New Jersey
$2.54M +$2.21M +43,980 +673%
AAS
42
Avantax Advisory Services
Texas
$2.53M +$718K +14,277 +40%
SMC
43
Smith, Moore & Co
Missouri
$2.42M -$460K -9,148 -16%
IAA
44
Independent Advisor Alliance
North Carolina
$2.4M -$940K -18,688 -28%
PIA
45
Perennial Investment Advisors
California
$2.38M +$2.11M +41,925 +787%
AWM
46
Apollon Wealth Management
South Carolina
$2.26M +$706K +14,029 +45%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$2.15M +$1.6M +31,749 +291%
OL
48
Owen LaRue
Kentucky
$2.07M +$191K +3,787 +10%
HighTower Advisors
49
HighTower Advisors
Illinois
$2.07M +$312K +6,194 +18%
ACA
50
Aptus Capital Advisors
Alabama
$2.06M +$329K +6,532 +19%
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