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NEOS S&P 500 High Income ETF
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Overview Fund Activity

110 hedge funds and large institutions have $216M invested in NEOS S&P 500 High Income ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
110
Holders Change
+28
Holders Change %
+34.15%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
38
Increased
55
Reduced
9
Closed
9
Calls
$612K
Puts
$291K
Net Calls
+$321K
Net Calls Change
+$321K

Top Buyers

1
LJCM
1
Lee Johnson Capital Management
Texas
$32.2M
2
LPL Financial
2
LPL Financial
California
$33.7M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$5.15M
4
IAIM
4
International Assets Investment Management
Florida
$7.27M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$3.98M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
IAN
2
Integrated Advisors Network
Texas
$0
3
UBS Group
3
UBS Group
Switzerland
$0
4
AWM
4
Axxcess Wealth Management
California
$445K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$773K
Name Market Value Shares Shares
Change 		Shares
Change %
USCWA
26
U.S. Capital Wealth Advisors
Texas
$1.62M 32,335 +13,680 +73%
WA
27
Waverly Advisors
Alabama
$1.43M 28,433 +28,433 New
CGA
28
Crescent Grove Advisors
Illinois
$1.42M 28,325 +9,020 +47%
BLC
29
Brown, Lisle/Cummings
Rhode Island
$1.4M 27,875 +1,225 +5%
TCM
30
Triumph Capital Management
Colorado
$1.39M 27,680 +3,236 +13%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.33M 26,605 +12,114 +84%
CIA
32
Compass Ion Advisors
Pennsylvania
$1.33M 26,323 – –
FWM
33
Fortress Wealth Management
California
$1.17M 23,259 +1,350 +6%
AWS
34
Atria Wealth Solutions
New York
$1.14M 22,736 +15,640 +220%
IWM
35
IHT Wealth Management
Illinois
$1.04M 20,790 +10,862 +109%
HNWAG
36
High Net Worth Advisory Group
Florida
$1.02M 20,351 +11,554 +131%
G
37
Gainplan
Michigan
$1.01M 20,170 +5,404 +37%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.01M 20,150 +10,312 +105%
BRWA
39
B. Riley Wealth Advisors
Florida
$997K 19,874 +19,874 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$933K 18,606 +17,537 +1,641%
WH
41
Willner & Heller
California
$932K 18,582 +952 +5%
JWM
42
Jupiter Wealth Management
Colorado
$819K 16,299 – –
CPL
43
CAP Partners LLC
Tennessee
$803K 16,006 +6,898 +76%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$790K 15,750 +15,750 New
HighTower Advisors
45
HighTower Advisors
Illinois
$773K 15,402 -6,217 -29%
CA
46
Claro Advisors
Massachusetts
$767K 15,288 +182 +1%
DC
47
Davenport & Co
Virginia
$697K 13,900 +4,900 +54%
CSPIA
48
Cary Street Partners Investment Advisory
Virginia
$696K 13,886 +13,886 New
HAS
49
HBW Advisory Services
California
$695K 13,861 +3,031 +28%
PI
50
PFG Investments
New York
$640K 12,769 +12,769 New
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