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NEOS S&P 500 High Income ETF
SPYI

169 hedge funds and large institutions have $441M invested in NEOS S&P 500 High Income ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 90 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 10

329% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 21

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

73% more call options, than puts

Call options by funds: $2.66M | Put options by funds: $1.53M

57% more capital invested

Capital invested by funds: $282M → $441M (+$159M)

25% more funds holding

Funds holding: 135 → 169 (+34)

17.83% less ownership

Funds ownership: 34.69% → 16.86% (-18%)

Holders
169
Holders Change
+34
Holders Change %
+25.19%
% of All Funds
2.23%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
45
Increased
90
Reduced
21
Closed
10
Calls
$2.66M
Puts
$1.53M
Net Calls
+$1.12M
Net Calls Change
+$2.69M

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$27.5M
2
SHFP
Second Half Financial Partners
Florida
+$23.5M
3
GI
Gradient Investments
Minnesota
+$22.4M
4
LPL Financial
LPL Financial
California
+$9.19M
5
MFS
Mattson Financial Services
Michigan
+$8.28M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$404M
2
Jane Street
Jane Street
New York
-$2.03M
3
SFS
Sowell Financial Services
Arkansas
-$1.39M
4
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$822K
5
TSS
Two Sigma Securities
New York
-$510K
Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
26
Delta Investment Management
California
$2.62M +$572K +11,048 +27%
WA
27
Waverly Advisors
Alabama
$2.6M +$322K +6,211 +14%
Citadel Advisors
28
Citadel Advisors
Florida
$2.59M +$852K +16,460 +48%
G
29
Gainplan
Michigan
$2.44M +$1.44M +27,769 +138%
Truist Financial
30
Truist Financial
North Carolina
$2.43M +$121K +2,327 +5%
GFP
31
Guardian Financial Partners
California
$2.33M +$183K +3,526 +8%
HNWAG
32
High Net Worth Advisory Group
Florida
$2.31M +$873K +16,849 +59%
PW
33
Paladin Wealth
Minnesota
$2.29M +$628K +12,121 +37%
NFSG
34
Newbridge Financial Services Group
Florida
$2.06M +$697K +13,452 +50%
ACA
35
Aptus Capital Advisors
Alabama
$2.04M +$69.7K +1,345 +3%
AWS
36
Atria Wealth Solutions
New York
$1.95M +$444K +8,566 +29%
CIG
37
Cascade Investment Group
Colorado
$1.89M +$41.4K +800 +2%
KAS
38
Kestra Advisory Services
Texas
$1.86M +$1.58M +30,531 +511%
PI
39
PFG Investments
New York
$1.84M +$754K +14,551 +67%
USCWA
40
U.S. Capital Wealth Advisors
Texas
$1.79M +$12.3K +238 +0.7%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.78M +$705K +13,614 +64%
Mariner
42
Mariner
Kansas
$1.66M +$658K +12,703 +64%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$1.63M +$454K +8,774 +38%
IA
44
IFG Advisory
Georgia
$1.57M +$1.6M +30,872 New
IAS
45
Insigneo Advisory Services
Florida
$1.51M +$712K +13,749 +86%
SCM
46
Steele Capital Management
Iowa
$1.5M +$1.53M +29,500 New
OMC
47
Old Mission Capital
Illinois
$1.48M +$1.51M +29,101 New
FWM
48
Fortress Wealth Management
California
$1.44M +$107K +2,064 +8%
OL
49
Owen LaRue
Kentucky
$1.43M +$754K +14,563 +107%
BLC
50
Brown, Lisle/Cummings
Rhode Island
$1.42M -$28.5K -550 -2%
1
2
3 4 5

SPYI Hedge Fund Activity: Q4 2024 in Review

169 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q4 2024, worth a combined $441M — up 57% from $282M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPYI positions and 10 closed out — a net gain of 35 holders — while 90 added to existing stakes and 21 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $27.5M. The largest seller was International Assets Investment Management, cutting an estimated $404M.

  • 169 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q4 2024, up from 135 in Q3 2024.
  • Funds reported $441M of NEOS S&P 500 High Income ETF stock for Q4 2024, up 57% quarter-over-quarter.
  • 45 funds opened new NEOS S&P 500 High Income ETF positions in Q4 2024 and 10 closed out, a net change of +35 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q4 2024 was Private Advisor Group, an estimated $27.5M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q4 2024 was International Assets Investment Management, an estimated $404M sold.

Based on aggregated 13F filings for Q4 2024.