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NEOS S&P 500 High Income ETF

82 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 27 funds opening new positions, 37 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+21
Holders Change %
+34.43%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
37
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
26
Claro Advisors
Massachusetts
$761K +$761K +15,106 New
G
27
Gainplan
Michigan
$744K +$207K +4,110 +39%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$730K +$271K +5,386 +59%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$636K -$129K -2,552 -17%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$607K
NW
31
NewEdge Wealth
Pennsylvania
$597K +$597K +12,319 New
AWA
32
Arete Wealth Advisors
Illinois
$585K +$230K +4,566 +65%
MSAM
33
Moloney Securities Asset Management
Missouri
$563K +$84.4K +1,675 +18%
Jane Street
34
Jane Street
New York
$553K -$5.13M -101,964 -90%
PAG
35
Private Advisor Group
New Jersey
$540K +$210K +4,165 +64%
HAS
36
HBW Advisory Services
California
$522K
IWM
37
IHT Wealth Management
Illinois
$500K +$157K +3,127 +46%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$496K +$189K +3,751 +61%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$495K +$495K +9,838 New
EM
40
ELCO Management
New York
$468K +$468K +9,300 New
CPL
41
CAP Partners LLC
Tennessee
$459K +$154K +3,052 +50%
DC
42
Davenport & Co
Virginia
$453K +$453K +9,000 New
HNWAG
43
High Net Worth Advisory Group
Florida
$443K +$443K +8,797 New
IAN
44
Integrated Advisors Network
Texas
$400K +$148K +2,946 +59%
AFG
45
Atomi Financial Group
New York
$385K +$149K +2,967 +64%
AWS
46
Atria Wealth Solutions
New York
$357K
UBS Group
47
UBS Group
Switzerland
$355K +$141K +2,803 +66%
TCM
48
Traynor Capital Management
Pennsylvania
$325K +$12.2K +242 +4%
RA
49
RFG Advisory
Alabama
$319K +$9.42K +187 +3%
AAS
50
Avantax Advisory Services
Texas
$300K +$300K +5,963 New