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NEOS S&P 500 High Income ETF

351 hedge funds and large institutions have $1.16B invested in NEOS S&P 500 High Income ETF in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 195 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 42

223% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 26

72% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $9.07M

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

31% more capital invested

Capital invested by funds: $884M → $1.16B (+$275M)

18% more funds holding

Funds holding: 297351 (+54)

0.5% more ownership

Funds ownership: 16.54%17.04% (+0.5%)

Holders
351
Holders Change
+54
Holders Change %
+18.18%
% of All Funds
4.27%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
84
Increased
195
Reduced
42
Closed
26
Calls
$15.6M
Puts
$9.07M
Net Calls
+$6.54M
Net Calls Change
+$6.51M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
Steele Capital Management
Iowa
$8.41M +$1.79M +34,185 +27%
SFG
27
SageGuard Financial Group
Tennessee
$8.12M +$8.11M +154,528 New
CIAS
28
Capital Investment Advisory Services
North Carolina
$8.12M +$2.84M +54,021 +54%
BCI
29
Brinker Capital Investments
Pennsylvania
$7.73M +$2.85M +54,358 +59%
MOS
30
MGO One Seven
Ohio
$7.35M +$7.08M +134,826 +2,629%
PIWA
31
Prevail Innovative Wealth Advisors
Kansas
$7.11M +$284K +5,408 +4%
BFA
32
Brown Financial Advisors
Ohio
$6.33M -$16.1K -307 -0.3%
CWIG
33
Chung Wu Investment Group
Texas
$6.28M +$1.11M +21,230 +22%
FWM
34
Foguth Wealth Management
Michigan
$6.22M +$6.2M +118,184 New
AWM
35
Apollon Wealth Management
South Carolina
$6.02M +$3.46M +65,935 +135%
MFS
36
Mattson Financial Services
Michigan
$5.96M -$267K -5,076 -4%
RA
37
RiverTree Advisors
Florida
$5.85M -$168K -3,204 -3%
IP
38
Indivisible Partners
Florida
$5.83M +$5.83M +110,951 New
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$5.81M +$388K +7,392 +7%
IWAO
40
Independence Wealth Advisors (Ohio)
Ohio
$5.4M +$5.4M +102,789 New
DIM
41
Delta Investment Management
California
$5.36M -$1.1M -20,954 -17%
Osaic Holdings
42
Osaic Holdings
Arizona
$5.25M +$730K +13,910 +16%
Renaissance Technologies
43
Renaissance Technologies
New York
$5.11M -$471K -8,971 -8%
KWM
44
Kingsview Wealth Management
Oregon
$4.86M +$1.84M +35,123 +61%
SWM
45
StoneCrest Wealth Management
Arizona
$4.86M +$578K +11,000 +13%
MSWA
46
Marshall & Sterling Wealth Advisors
New York
$4.47M +$4.18M +79,545 +1,436%
BAM
47
Belpointe Asset Management
Nevada
$4.32M +$1.19M +22,673 +38%
Corient Private Wealth
48
Corient Private Wealth
Florida
$4.3M +$2.15M +40,914 +100%
HAS
49
HBW Advisory Services
California
$4.22M +$1.27M +24,190 +43%
HNWAG
50
High Net Worth Advisory Group
Florida
$4.19M +$1.14M +21,775 +38%