NEOS S&P 500 High Income ETF
SPYI
28 hedge funds and large institutions have $31.4M invested in NEOS S&P 500 High Income ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.
1,400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 1
100% more funds holding
Funds holding: 14 → 28 (+14)
91% more capital invested
Capital invested by funds: $16.5M → $31.4M (+$15M)
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
5.53% less ownership
Funds ownership: 14.95% → 9.42% (-5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$4.69M |
| 2 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
+$2.91M |
| 3 |
CGA
Crescent Grove Advisors
Lake Forest,
Illinois
|
+$1.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.46M |
| 5 |
JCM
J2 Capital Management
Troy,
Michigan
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Castleview Partners
Dallas,
Texas
|
-$470K |
| 2 |
GS
GTS Securities
New York
|
-$260K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$49.5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$41.7K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$25K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TAM
26
Tucker Asset Management
Littleton,
Colorado
| $4.79K | +$5.01K | +102 | New |
|
|
DFA
27
DHJJ Financial Advisors
Naperville,
Illinois
| $658 | +$688 | +14 | New |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $188 | +$197 | +4 | New |
|
29
Wells Fargo
San Francisco,
California
| $9 | – | – | – |
|
|
30
UBS Group
Zurich,
Switzerland
| – | -$41.7K | -841 | Closed |
|
SPYI Hedge Fund Activity: Q3 2023 in Review
28 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q3 2023, worth a combined $31.4M — up 91% from $16.5M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SPYI positions and 1 closed out — a net gain of 14 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $4.69M. The largest seller was Castleview Partners, cutting an estimated $470K.
- 28 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q3 2023, up from 14 in Q2 2023.
- Funds reported $31.4M of NEOS S&P 500 High Income ETF stock for Q3 2023, up 91% quarter-over-quarter.
- 15 funds opened new NEOS S&P 500 High Income ETF positions in Q3 2023 and 1 closed out, a net change of +14 holders.
- The largest NEOS S&P 500 High Income ETF buyer in Q3 2023 was Stifel Financial, an estimated $4.69M added.
- The largest NEOS S&P 500 High Income ETF seller in Q3 2023 was Castleview Partners, an estimated $470K sold.
Based on aggregated 13F filings for Q3 2023.