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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.

New
Increased
Maintained
Reduced
Closed

1,133% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 3

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

118% more funds holding

Funds holding: 2861 (+33)

99% more capital invested

Capital invested by funds: $31.4M → $62.4M (+$31M)

1.91% more ownership

Funds ownership: 9.42%11.33% (+1.9%)

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 Holding Trade Value Shares
Change
Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$342K +$336K +7,096 New
AWA
27
Arete Wealth Advisors
Illinois
$340K +$334K +7,051 New
IWM
28
IHT Wealth Management
Illinois
$328K +$322K +6,801 New
PAG
29
Private Advisor Group
New Jersey
$316K +$310K +6,551 New
TCM
30
Traynor Capital Management
Pennsylvania
$299K +$67.2K +1,418 +30%
RA
31
RFG Advisory
Alabama
$297K +$292K +6,156 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$294K +$289K +6,101 New
CPL
33
CAP Partners LLC
Tennessee
$292K +$287K +6,056 New
USCWA
34
U.S. Capital Wealth Advisors
Texas
$282K +$277K +5,850 New
Truist Financial
35
Truist Financial
North Carolina
$261K +$257K +5,415 New
AAS
36
Ameritas Advisory Services
Nebraska
$257K +$1.09K +23 +0.4%
IAN
37
Integrated Advisors Network
Texas
$241K
AWM
38
Axxcess Wealth Management
California
$230K +$4.74K +100 +2%
AFG
39
Atomi Financial Group
New York
$225K +$221K +4,670 New
BRWA
40
B. Riley Wealth Advisors
Florida
$215K +$211K +4,454 New
UBS Group
41
UBS Group
Switzerland
$205K +$201K +4,249 New
NA
42
NewEdge Advisors
Louisiana
$134K +$131K +2,770 New
CP
43
Castleview Partners
Texas
$122K +$4.12K +87 +4%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$100K +$98.5K +2,080 New
HGERS
45
Householder Group Estate & Retirement Specialist
Arizona
$91K +$89.4K +1,888 New
CIAS
46
Capital Investment Advisory Services
North Carolina
$40.5K +$39.8K +840 New
CFD
47
Creative Financial Designs
Indiana
$31.3K
NFSG
48
Newbridge Financial Services Group
Florida
$20.2K +$19.9K +420 New
Osaic Holdings
49
Osaic Holdings
Arizona
$16.9K +$16.4K +346 +8,650%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$15.5K +$15.2K +320 New

SPYI Hedge Fund Activity: Q4 2023 in Review

61 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q4 2023, worth a combined $62.4M — up 99% from $31.4M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SPYI positions and 3 closed out — a net gain of 34 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was Gradient Investments, adding an estimated $8.54M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.77M sold.

  • 61 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q4 2023, up from 28 in Q3 2023.
  • Funds reported $62.4M of NEOS S&P 500 High Income ETF stock for Q4 2023, up 99% quarter-over-quarter.
  • 37 funds opened new NEOS S&P 500 High Income ETF positions in Q4 2023 and 3 closed out, a net change of +34 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q4 2023 was Gradient Investments, an estimated $8.54M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q4 2023 was Old Mission Capital, an estimated $1.77M sold.

Based on aggregated 13F filings for Q4 2023.