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NEOS S&P 500 High Income ETF

297 hedge funds and large institutions have $884M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 150 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

479% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 14

241% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 44

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

48% more capital invested

Capital invested by funds: $596M → $884M (+$288M)

26% more funds holding

Funds holding: 235297 (+62)

1.91% more ownership

Funds ownership: 14.63%16.54% (+1.9%)

0% more call options, than puts

Call options by funds: $8.64M | Put options by funds: $8.61M

Holders
297
Holders Change
+62
Holders Change %
+26.38%
% of All Funds
3.9%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
81
Increased
150
Reduced
44
Closed
14
Calls
$8.64M
Puts
$8.61M
Net Calls
+$31K
Net Calls Change
+$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
26
Mattson Financial Services
Michigan
$6.2M +$272K +5,296 +5%
RA
27
RiverTree Advisors
Florida
$5.99M +$583K +11,340 +11%
SF
28
Summit Financial
New Jersey
$5.6M +$5.5M +107,067 New
Renaissance Technologies
29
Renaissance Technologies
New York
$5.56M +$132K +2,571 +2%
PWM
30
Palacios Wealth Management
Florida
$5.52M +$2.14M +41,676 +65%
TFA
31
Teamwork Financial Advisors
Texas
$5.39M +$765K +14,886 +17%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$5.35M +$708K +13,774 +16%
CIAS
33
Capital Investment Advisory Services
North Carolina
$5.26M +$1.47M +28,681 +40%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$5.25M +$1.24M +24,104 +32%
CWIG
35
Chung Wu Investment Group
Texas
$5.14M +$5.03M +97,930 +32,643%
BCI
36
Brinker Capital Investments
Pennsylvania
$4.86M +$146K +2,840 +3%
RAM
37
Readystate Asset Management
Illinois
$4.68M -$467K -9,088 -9%
Raymond James Financial
38
Raymond James Financial
Florida
$4.65M +$3.77M +73,386 +471%
Osaic Holdings
39
Osaic Holdings
Arizona
$4.48M +$2.07M +40,245 +88%
Jane Street
40
Jane Street
New York
$4.37M +$4.29M +83,492 New
SWM
41
StoneCrest Wealth Management
Arizona
$4.26M +$113K +2,206 +3%
FGA
42
Fortis Group Advisors
New Jersey
$3.81M +$3.71M +72,113 New
LCWP
43
Legacy Capital Wealth Partners
Arkansas
$3.76M +$2.2M +42,744 +146%
WA
44
Waverly Advisors
Alabama
$3.72M +$79.6K +1,548 +2%
IA
45
IFG Advisory
Georgia
$3.49M +$87.9K +1,711 +3%
RA
46
RFG Advisory
Alabama
$3.39M +$1.34M +26,159 +68%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$3.3M -$1.11M -21,543 -25%
NFSG
48
Newbridge Financial Services Group
Florida
$3.29M +$121K +2,357 +4%
GFP
49
Guardian Financial Partners
California
$3.25M +$499K +9,711 +19%
GSIAS
50
Garden State Investment Advisory Services
New Jersey
$3.24M +$583K +11,343 +22%

SPYI Hedge Fund Activity: Q3 2025 in Review

297 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q3 2025, worth a combined $884M — up 48% from $596M a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SPYI positions and 14 closed out — a net gain of 67 holders — while 150 added to existing stakes and 44 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.6M. The largest seller was Nations Financial Group, exiting entirely with an estimated $3.14M sold.

  • 297 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q3 2025, up from 235 in Q2 2025.
  • Funds reported $884M of NEOS S&P 500 High Income ETF stock for Q3 2025, up 48% quarter-over-quarter.
  • 81 funds opened new NEOS S&P 500 High Income ETF positions in Q3 2025 and 14 closed out, a net change of +67 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q3 2025 was LPL Financial, an estimated $24.6M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q3 2025 was Nations Financial Group, an estimated $3.14M sold.

Based on aggregated 13F filings for Q3 2025.