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NEOS S&P 500 High Income ETF

232 hedge funds and large institutions have $588M invested in NEOS S&P 500 High Income ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 118 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.17% more ownership

Funds ownership: 14.26%14.43% (+0.17%)

51% less call options, than puts

Call options by funds: $2.77M | Put options by funds: $5.62M

Holders
232
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.77M
Puts
$5.62M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$4.32M
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$4.26M
SWM
28
StoneCrest Wealth Management
Arizona
$3.99M
DIM
29
Delta Investment Management
California
$3.9M
Citadel Advisors
30
Citadel Advisors
Florida
$3.88M
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$3.83M
CIAS
32
Capital Investment Advisory Services
North Carolina
$3.61M
WA
33
Waverly Advisors
Alabama
$3.5M
IA
34
IFG Advisory
Georgia
$3.27M
PI
35
PFG Investments
New York
$3.26M
PWM
36
Palacios Wealth Management
Florida
$3.22M
NFG
37
Nations Financial Group
Iowa
$3.14M
NFSG
38
Newbridge Financial Services Group
Florida
$3.05M
HNWAG
39
High Net Worth Advisory Group
Florida
$2.71M
GFP
40
Guardian Financial Partners
California
$2.64M
GSIAS
41
Garden State Investment Advisory Services
New Jersey
$2.54M
AAS
42
Avantax Advisory Services
Texas
$2.53M
SMC
43
Smith, Moore & Co
Missouri
$2.42M
IAA
44
Independent Advisor Alliance
North Carolina
$2.4M
PIA
45
Perennial Investment Advisors
California
$2.38M
AWM
46
Apollon Wealth Management
South Carolina
$2.26M
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$2.15M
OL
48
Owen LaRue
Kentucky
$2.07M
HighTower Advisors
49
HighTower Advisors
Illinois
$2.07M
ACA
50
Aptus Capital Advisors
Alabama
$2.06M