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NEOS S&P 500 High Income ETF

134 hedge funds and large institutions have $281M invested in NEOS S&P 500 High Income ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 18 reducing their positions, and 13 closing their positions.

Holders
134
Holders Change
+24
Holders Change %
+21.82%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
69
Reduced
18
Closed
13
Calls
$1.39M
Puts
$2.96M
Net Calls
-$1.57M
Net Calls Change
-$1.89M
Name Market Value Shares Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.79M 34,952 +8,347 +31%
USCWA
27
U.S. Capital Wealth Advisors
Texas
$1.79M 34,945 +2,610 +8%
Citadel Advisors
28
Citadel Advisors
Florida
$1.77M 34,488 +34,488 New
PW
29
Paladin Wealth
Minnesota
$1.69M 32,902 +32,902 New
AWS
30
Atria Wealth Solutions
New York
$1.53M 29,808 +7,072 +31%
HNWAG
31
High Net Worth Advisory Group
Florida
$1.46M 28,571 +8,220 +40%
BLC
32
Brown, Lisle/Cummings
Rhode Island
$1.46M 28,500 +625 +2%
CGA
33
Crescent Grove Advisors
Illinois
$1.46M 28,485 +160 +0.6%
SFS
34
Sowell Financial Services
Arkansas
$1.39M 27,142 +27,142 New
NFSG
35
Newbridge Financial Services Group
Florida
$1.39M 27,122 +25,555 +1,631%
SI
36
Stephens Inc
Arkansas
$1.38M 26,850 +26,850 New
FWM
37
Fortress Wealth Management
California
$1.35M 26,292 +3,033 +13%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$1.19M 23,309 +7,559 +48%
PI
39
PFG Investments
New York
$1.11M 21,686 +8,917 +70%
HighTower Advisors
40
HighTower Advisors
Illinois
$1.1M 21,382 +5,980 +39%
PP
41
PDS Planning
Ohio
$1.04M 20,316 +13,115 +182%
Mariner
42
Mariner
Kansas
$1.02M 19,928 +19,928 New
G
43
Gainplan
Michigan
$1.01M 20,170
CPL
44
CAP Partners LLC
Tennessee
$970K 18,941 +2,935 +18%
WH
45
Willner & Heller
California
$872K 17,029 -1,553 -8%
TCM
46
Triumph Capital Management
Colorado
$866K 16,913 -10,767 -39%
JWM
47
Jupiter Wealth Management
Colorado
$835K 16,299
CSPIA
48
Cary Street Partners Investment Advisory
Virginia
$822K 16,047 +2,161 +16%
IAS
49
Insigneo Advisory Services
Florida
$818K 15,965 +15,965 New
CA
50
Claro Advisors
Massachusetts
$817K 15,943 +655 +4%