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NEOS S&P 500 High Income ETF
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Overview Fund Activity

231 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, 117 increasing their positions, 34 reducing their positions, and 18 closing their positions.

Holders
231
Holders Change
+41
Holders Change %
+21.58%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
63
Increased
117
Reduced
34
Closed
18
Calls
$2.77M
Puts
$5.62M
Net Calls
-$2.86M
Net Calls Change
-$538K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$91.7M
2
UBS Group
2
UBS Group
Switzerland
$22.6M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$10.4M
4
CWA
4
Cascade Wealth Advisors
Washington
$18.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.23M

Top Sellers

1
AAA
1
American Alpha Advisors
New York
$0
2
3AM
2
3EDGE Asset Management
Florida
$0
3
SCM
3
SCS Capital Management
Massachusetts
$0
4
SI
4
Stephens Inc
Arkansas
$0
5
IAS
5
Insigneo Advisory Services
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$2.06M 40,963 -6,368 -13%
MA
52
Mutual Advisors
Nebraska
$2M 39,217 +3,006 +8%
G
53
Gainplan
Michigan
$1.99M 39,477 +3,466 +10%
RA
54
RFG Advisory
Alabama
$1.95M 38,675 -6,250 -14%
IC
55
IEQ Capital
California
$1.91M 38,000 +38,000 New
UW
56
Unique Wealth
Florida
$1.91M 37,898 -2,488 -6%
HAS
57
HBW Advisory Services
California
$1.9M 37,822 +8,715 +30%
USCWA
58
U.S. Capital Wealth Advisors
Texas
$1.87M 37,212 +49 +0.1%
CIG
59
Cascade Investment Group
Colorado
$1.86M 37,045 +5 +0%
Mariner
60
Mariner
Kansas
$1.84M 36,545 +8,145 +29%
Osaic Holdings
61
Osaic Holdings
Arizona
$1.82M 35,969 -928 -3%
AWA
62
Arete Wealth Advisors
Illinois
$1.8M 35,714 +18,737 +110%
FA
63
FSA Advisors
Michigan
$1.78M 35,442 +14,601 +70%
MSAM
64
Moloney Securities Asset Management
Missouri
$1.71M 33,988 +6,855 +25%
PW
65
Paladin Wealth
Minnesota
$1.62M 32,238 +1,003 +3%
SWA
66
Stratos Wealth Advisors
Ohio
$1.53M 30,503 +313 +1%
GFG
67
Grantvest Financial Group
New Jersey
$1.48M 29,367 +3,660 +14%
LCWP
68
Legacy Capital Wealth Partners
Arkansas
$1.47M 29,190 +29,190 New
BLC
69
Brown, Lisle/Cummings
Rhode Island
$1.47M 29,175 +700 +2%
IWC
70
Integrated Wealth Concepts
Massachusetts
$1.46M 29,085 +18,336 +171%
SCA
71
Snowden Capital Advisors
New York
$1.42M 28,124 +21,979 +358%
JWCA
72
J.W. Cole Advisors
Florida
$1.39M 27,719 +21,021 +314%
APA
73
Astoria Portfolio Advisors
New York
$1.39M 27,263 +13,637 +100%
OC
74
Oppenheimer & Co
New York
$1.38M 27,465 +27,465 New
FWM
75
Fortress Wealth Management
California
$1.33M 26,474 +86 +0.3%
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