SPYI icon

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
Holders
351
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
SCM
26
Steele Capital Management
Iowa
$8.41M
SFG
27
SageGuard Financial Group
Tennessee
$8.12M
CIAS
28
Capital Investment Advisory Services
North Carolina
$8.12M
BCI
29
Brinker Capital Investments
Pennsylvania
$7.73M
MOS
30
MGO One Seven
Ohio
$7.35M
PIWA
31
Prevail Innovative Wealth Advisors
Kansas
$7.11M
BFA
32
Brown Financial Advisors
Ohio
$6.33M
CWIG
33
Chung Wu Investment Group
Texas
$6.28M
FWM
34
Foguth Wealth Management
Michigan
$6.22M
AWM
35
Apollon Wealth Management
South Carolina
$6.02M
MFS
36
Mattson Financial Services
Michigan
$5.96M
RA
37
RiverTree Advisors
Florida
$5.85M
IP
38
Indivisible Partners
Florida
$5.83M
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$5.81M
IWAO
40
Independence Wealth Advisors (Ohio)
Ohio
$5.4M
DIM
41
Delta Investment Management
California
$5.36M
Osaic Holdings
42
Osaic Holdings
Arizona
$5.25M
Renaissance Technologies
43
Renaissance Technologies
New York
$5.11M
KWM
44
Kingsview Wealth Management
Oregon
$4.86M
SWM
45
StoneCrest Wealth Management
Arizona
$4.86M
MSWA
46
Marshall & Sterling Wealth Advisors
New York
$4.47M
BAM
47
Belpointe Asset Management
Nevada
$4.32M
Corient Private Wealth
48
Corient Private Wealth
Florida
$4.3M
HAS
49
HBW Advisory Services
California
$4.22M
HNWAG
50
High Net Worth Advisory Group
Florida
$4.19M