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NEOS S&P 500 High Income ETF
SPYI

83 hedge funds and large institutions have $120M invested in NEOS S&P 500 High Income ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 6

363% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 8

92% more capital invested

Capital invested by funds: $62.4M → $120M (+$57.4M)

36% more funds holding

Funds holding: 61 → 83 (+22)

0.2% more ownership

Funds ownership: 11.33% → 11.54% (+0.2%)

Holders
83
Holders Change
+22
Holders Change %
+36.07%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
37
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$16.4M
2
Stifel Financial
Stifel Financial
Missouri
+$11.3M
3
UW
Unique Wealth
Florida
+$5.02M
4
Renaissance Technologies
Renaissance Technologies
New York
+$4.08M
5
ACA
Aptus Capital Advisors
Alabama
+$1.97M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.03M
2
GS
GTS Securities
New York
-$856K
3
Ameriprise
Ameriprise
Minnesota
-$490K
4
BRWA
B. Riley Wealth Advisors
Florida
-$215K
5
CIA
Compass Ion Advisors
Pennsylvania
-$209K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Claro Advisors
Massachusetts
$761K +$745K +15,106 New
G
27
Gainplan
Michigan
$744K +$203K +4,110 +39%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$730K +$266K +5,386 +59%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$636K -$126K -2,552 -17%
JP Morgan Chase
30
JP Morgan Chase
New York
$607K – – –
NW
31
NewEdge Wealth
Pennsylvania
$597K +$608K +12,319 New
AWA
32
Arete Wealth Advisors
Illinois
$585K +$225K +4,566 +65%
MSAM
33
Moloney Securities Asset Management
Missouri
$563K +$82.6K +1,675 +18%
Jane Street
34
Jane Street
New York
$553K -$5.03M -101,964 -90%
PAG
35
Private Advisor Group
New Jersey
$540K +$205K +4,165 +64%
HAS
36
HBW Advisory Services
California
$522K – – –
IWM
37
IHT Wealth Management
Illinois
$500K +$154K +3,127 +46%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$496K +$185K +3,751 +61%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$495K +$485K +9,838 New
EM
40
ELCO Management
New York
$468K +$459K +9,300 New
CPL
41
CAP Partners LLC
Tennessee
$459K +$151K +3,052 +50%
DC
42
Davenport & Co
Virginia
$453K +$444K +9,000 New
HNWAG
43
High Net Worth Advisory Group
Florida
$443K +$434K +8,797 New
IAN
44
Integrated Advisors Network
Texas
$400K +$145K +2,946 +59%
AFG
45
Atomi Financial Group
New York
$385K +$146K +2,967 +64%
AWS
46
Atria Wealth Solutions
New York
$357K – – –
UBS Group
47
UBS Group
Switzerland
$355K +$138K +2,803 +66%
TCM
48
Traynor Capital Management
Pennsylvania
$325K +$11.9K +242 +4%
RA
49
RFG Advisory
Alabama
$319K +$9.22K +187 +3%
AAS
50
Avantax Advisory Services
Texas
$300K +$294K +5,963 New
1
2
3 4

SPYI Hedge Fund Activity: Q1 2024 in Review

83 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q1 2024, worth a combined $120M — up 92% from $62.4M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SPYI positions and 6 closed out — a net gain of 22 holders — while 37 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $16.4M. The largest seller was Jane Street, cutting an estimated $5.03M.

  • 83 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q1 2024, up from 61 in Q4 2023.
  • Funds reported $120M of NEOS S&P 500 High Income ETF stock for Q1 2024, up 92% quarter-over-quarter.
  • 28 funds opened new NEOS S&P 500 High Income ETF positions in Q1 2024 and 6 closed out, a net change of +22 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q1 2024 was LPL Financial, an estimated $16.4M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q1 2024 was Jane Street, an estimated $5.03M sold.

Based on aggregated 13F filings for Q1 2024.