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NEOS S&P 500 High Income ETF

61 hedge funds and large institutions have $62.4M invested in NEOS S&P 500 High Income ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
61
Holders Change
+33
Holders Change %
+117.86%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
14
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$342K 7,096 +7,096 New
AWA
27
Arete Wealth Advisors
Illinois
$340K 7,051 +7,051 New
IWM
28
IHT Wealth Management
Illinois
$328K 6,801 +6,801 New
PAG
29
Private Advisor Group
New Jersey
$316K 6,551 +6,551 New
TCM
30
Traynor Capital Management
Pennsylvania
$299K 6,208 +1,418 +30%
RA
31
RFG Advisory
Alabama
$297K 6,156 +6,156 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$294K 6,101 +6,101 New
CPL
33
CAP Partners LLC
Tennessee
$292K 6,056 +6,056 New
USCWA
34
U.S. Capital Wealth Advisors
Texas
$282K 5,850 +5,850 New
Truist Financial
35
Truist Financial
North Carolina
$261K 5,415 +5,415 New
AAS
36
Ameritas Advisory Services
Nebraska
$257K 5,179 +23 +0.4%
IAN
37
Integrated Advisors Network
Texas
$241K 5,000
AWM
38
Axxcess Wealth Management
California
$230K 4,773 +100 +2%
AFG
39
Atomi Financial Group
New York
$225K 4,670 +4,670 New
BRWA
40
B. Riley Wealth Advisors
Florida
$215K 4,454 +4,454 New
UBS Group
41
UBS Group
Switzerland
$205K 4,249 +4,249 New
NA
42
NewEdge Advisors
Louisiana
$134K 2,770 +2,770 New
CP
43
Castleview Partners
Texas
$122K 2,525 +87 +4%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$100K 2,080 +2,080 New
HGERS
45
Householder Group Estate & Retirement Specialist
Arizona
$91K 1,888 +1,888 New
CIAS
46
Capital Investment Advisory Services
North Carolina
$40.5K 840 +840 New
CFD
47
Creative Financial Designs
Indiana
$31.3K 650
NFSG
48
Newbridge Financial Services Group
Florida
$20.2K 420 +420 New
Osaic Holdings
49
Osaic Holdings
Arizona
$16.9K 350 +346 +8,650%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$15.5K 320 +320 New