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NEOS S&P 500 High Income ETF

346 hedge funds and large institutions have $1.15B invested in NEOS S&P 500 High Income ETF in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 192 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.6M
Puts
$9.07M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
26
SageGuard Financial Group
Tennessee
$8.12M
CIAS
27
Capital Investment Advisory Services
North Carolina
$8.12M
BCI
28
Brinker Capital Investments
Pennsylvania
$7.73M
MOS
29
MGO One Seven
Ohio
$7.35M
PIWA
30
Prevail Innovative Wealth Advisors
Kansas
$7.11M
BFA
31
Brown Financial Advisors
Ohio
$6.33M
CWIG
32
Chung Wu Investment Group
Texas
$6.28M
FWM
33
Foguth Wealth Management
Michigan
$6.22M
AWM
34
Apollon Wealth Management
South Carolina
$6.02M
MFS
35
Mattson Financial Services
Michigan
$5.96M
RA
36
RiverTree Advisors
Florida
$5.85M
IP
37
Indivisible Partners
Florida
$5.83M
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$5.81M
IWAO
39
Independence Wealth Advisors (Ohio)
Ohio
$5.4M
DIM
40
Delta Investment Management
California
$5.36M
Osaic Holdings
41
Osaic Holdings
Arizona
$5.25M
Renaissance Technologies
42
Renaissance Technologies
New York
$5.11M
KWM
43
Kingsview Wealth Management
Oregon
$4.86M
SWM
44
StoneCrest Wealth Management
Arizona
$4.86M
MSWA
45
Marshall & Sterling Wealth Advisors
New York
$4.47M
BAM
46
Belpointe Asset Management
Nevada
$4.32M
HAS
47
HBW Advisory Services
California
$4.22M
HNWAG
48
High Net Worth Advisory Group
Florida
$4.19M
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$4.13M
NFSG
50
Newbridge Financial Services Group
Florida
$4.08M