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NEOS S&P 500 High Income ETF

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

2.56% less ownership

Funds ownership: 16.82%14.26% (-2.6%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

60% less call options, than puts

Call options by funds: $1.52M | Put options by funds: $3.84M

Holders
190
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.52M
Puts
$3.84M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
26
Independent Advisor Alliance
North Carolina
$3.18M
WA
27
Waverly Advisors
Alabama
$3.11M
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.98M
SCM
29
SCS Capital Management
Massachusetts
$2.82M
SMC
30
Smith, Moore & Co
Missouri
$2.75M
PWM
31
Palacios Wealth Management
Florida
$2.73M
NFSG
32
Newbridge Financial Services Group
Florida
$2.69M
PI
33
PFG Investments
New York
$2.64M
HNWAG
34
High Net Worth Advisory Group
Florida
$2.43M
IA
35
IFG Advisory
Georgia
$2.41M
GFP
36
Guardian Financial Partners
California
$2.37M
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$2.29M
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$2.27M
Citadel Advisors
39
Citadel Advisors
Florida
$2.19M
AWS
40
Atria Wealth Solutions
New York
$2.18M
RA
41
RFG Advisory
Alabama
$2.15M
SI
42
Stephens Inc
Arkansas
$2.14M
CIAS
43
Capital Investment Advisory Services
North Carolina
$2.1M
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1.96M
UW
45
Unique Wealth
Florida
$1.93M
RA
46
RiverTree Advisors
Florida
$1.82M
OL
47
Owen LaRue
Kentucky
$1.79M
USCWA
48
U.S. Capital Wealth Advisors
Texas
$1.78M
CIG
49
Cascade Investment Group
Colorado
$1.77M
Osaic Holdings
50
Osaic Holdings
Arizona
$1.77M