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NEOS S&P 500 High Income ETF

167 hedge funds and large institutions have $440M invested in NEOS S&P 500 High Income ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 89 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
167
Holders Change
+33
Holders Change %
+24.63%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
44
Increased
89
Reduced
21
Closed
10
Calls
$2.66M
Puts
$1.54M
Net Calls
+$1.12M
Net Calls Change
+$2.69M
Name Market Value Shares Shares
Change
Shares
Change %
DIM
26
Delta Investment Management
California
$2.62M 51,595 +11,048 +27%
WA
27
Waverly Advisors
Alabama
$2.6M 51,196 +6,211 +14%
Citadel Advisors
28
Citadel Advisors
Florida
$2.59M 50,948 +16,460 +48%
G
29
Gainplan
Michigan
$2.44M 47,939 +27,769 +138%
Truist Financial
30
Truist Financial
North Carolina
$2.43M 47,848 +2,327 +5%
GFP
31
Guardian Financial Partners
California
$2.33M 45,863 +3,526 +8%
HNWAG
32
High Net Worth Advisory Group
Florida
$2.31M 45,420 +16,849 +59%
PW
33
Paladin Wealth
Minnesota
$2.29M 45,023 +12,121 +37%
NFSG
34
Newbridge Financial Services Group
Florida
$2.06M 40,574 +13,452 +50%
ACA
35
Aptus Capital Advisors
Alabama
$2.04M 40,231 +1,345 +3%
AWS
36
Atria Wealth Solutions
New York
$1.95M 38,374 +8,566 +29%
CIG
37
Cascade Investment Group
Colorado
$1.89M 37,180 +800 +2%
KAS
38
Kestra Advisory Services
Texas
$1.86M 36,505 +30,531 +511%
PI
39
PFG Investments
New York
$1.84M 36,237 +14,551 +67%
USCWA
40
U.S. Capital Wealth Advisors
Texas
$1.79M 35,183 +238 +0.7%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.78M 34,996 +13,614 +64%
Mariner
42
Mariner
Kansas
$1.66M 32,631 +12,703 +64%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$1.63M 32,083 +8,774 +38%
IA
44
IFG Advisory
Georgia
$1.57M 30,872 +30,872 New
IAS
45
Insigneo Advisory Services
Florida
$1.51M 29,714 +13,749 +86%
SCM
46
Steele Capital Management
Iowa
$1.5M 29,500 +29,500 New
OMC
47
Old Mission Capital
Illinois
$1.48M 29,101 +29,101 New
FWM
48
Fortress Wealth Management
California
$1.44M 28,356 +2,064 +8%
OL
49
Owen LaRue
Kentucky
$1.43M 28,202 +14,563 +107%
BLC
50
Brown, Lisle/Cummings
Rhode Island
$1.42M 27,950 -550 -2%