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NEOS S&P 500 High Income ETF
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Overview Fund Activity

190 hedge funds and large institutions have $438M invested in NEOS S&P 500 High Income ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 92 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+23
Holders Change %
+13.77%
% of All Funds
2.58%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
43
Increased
92
Reduced
39
Closed
16
Calls
$1.52M
Puts
$3.84M
Net Calls
-$2.32M
Net Calls Change
-$3.44M

Top Buyers

1
LPL Financial
LPL Financial
California
+$22M
2
CWA
Cascade Wealth Advisors
Washington
+$5.42M
3
AFP
Ausdal Financial Partners
Iowa
+$5M
4
AAA
American Alpha Advisors
New York
+$4.24M
5
3AM
3EDGE Asset Management
Florida
+$3.91M

Top Sellers

1
GI
Gradient Investments
Minnesota
-$27M
2
PAG
Private Advisor Group
New Jersey
-$13.8M
3
Renaissance Technologies
Renaissance Technologies
New York
-$8.28M
4
CGA
Crescent Grove Advisors
Illinois
-$4.93M
5
BFA
Brown Financial Advisors
Ohio
-$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
26
Independent Advisor Alliance
North Carolina
$3.18M +$366K +7,651 +13%
WA
27
Waverly Advisors
Alabama
$3.11M +$662K +13,814 +27%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.98M +$444K +9,262 +18%
SCM
29
SCS Capital Management
Massachusetts
$2.82M +$2.82M +58,986 New
SMC
30
Smith, Moore & Co
Missouri
$2.75M +$119K +2,477 +5%
PWM
31
Palacios Wealth Management
Florida
$2.73M +$250K +5,221 +10%
NFSG
32
Newbridge Financial Services Group
Florida
$2.69M +$746K +15,582 +38%
PI
33
PFG Investments
New York
$2.64M +$908K +18,958 +52%
HNWAG
34
High Net Worth Advisory Group
Florida
$2.43M +$252K +5,256 +12%
IA
35
IFG Advisory
Georgia
$2.41M +$930K +19,411 +63%
GFP
36
Guardian Financial Partners
California
$2.37M +$171K +3,564 +8%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$2.29M +$1.21M +25,335 +113%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$2.27M +$730K +15,248 +48%
Citadel Advisors
39
Citadel Advisors
Florida
$2.19M -$245K -5,115 -10%
AWS
40
Atria Wealth Solutions
New York
$2.18M +$344K +7,190 +19%
RA
41
RFG Advisory
Alabama
$2.15M +$965K +20,157 +81%
SI
42
Stephens Inc
Arkansas
$2.14M +$862K +17,990 +67%
CIAS
43
Capital Investment Advisory Services
North Carolina
$2.1M +$1.44M +29,969 +216%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1.96M -$1.4M -29,228 -42%
UW
45
Unique Wealth
Florida
$1.93M -$692K -14,451 -26%
RA
46
RiverTree Advisors
Florida
$1.82M +$1.82M +37,921 New
OL
47
Owen LaRue
Kentucky
$1.79M +$439K +9,162 +32%
USCWA
48
U.S. Capital Wealth Advisors
Texas
$1.78M +$94.8K +1,980 +6%
CIG
49
Cascade Investment Group
Colorado
$1.77M -$6.71K -140 -0.4%
Osaic Holdings
50
Osaic Holdings
Arizona
$1.77M +$499K +10,422 +39%
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