NEOS S&P 500 High Income ETF
SPYI
61 hedge funds and large institutions have $62.4M invested in NEOS S&P 500 High Income ETF in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 3 closing their positions.
1,133% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 3
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
118% more funds holding
Funds holding: 28 → 61 (+33)
99% more capital invested
Capital invested by funds: $31.4M → $62.4M (+$31M)
1.91% more ownership
Funds ownership: 9.42% → 11.33% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$8.54M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.81M |
| 3 |
Renaissance Technologies
New York
|
+$5.68M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$3.42M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.77M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.39M |
| 3 |
CGA
Crescent Grove Advisors
Lake Forest,
Illinois
|
-$529K |
| 4 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
-$200K |
| 5 |
Jane Street
New York
|
-$191K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TF
51
Tompkins Financial
Ithaca,
New York
| $9.64K | +$9.47K | +200 | New |
|
52
Wells Fargo
San Francisco,
California
| $8.63K | +$8.48K | +179 | New |
|
|
VAG
53
VisionPoint Advisory Group
Dallas,
Texas
| $8.34K | – | – | – |
|
|
TAM
54
Tucker Asset Management
Littleton,
Colorado
| $4.92K | – | – | – |
|
|
HCA
55
Heck Capital Advisors
Rhinelander,
Wisconsin
| $2.51K | +$2.46K | +52 | New |
|
|
AAP
56
Arax Advisory Partners
Denver,
Colorado
| $2.22K | +$2.18K | +46 | New |
|
|
DFA
57
DHJJ Financial Advisors
Naperville,
Illinois
| $1.06K | +$379 | +8 | +57% |
|
|
HI
58
Harbour Investments
Madison,
Wisconsin
| $994 | +$995 | +21 | New |
|
59
Morgan Stanley
New York
| $136 | +$95 | +2 | New |
|
|
GIA
60
GHP Investment Advisors
Denver,
Colorado
| $97 | +$95 | +2 | New |
|
|
BCPWM
61
Bradley & Co Private Wealth Management
Miami,
Florida
| $48 | +$47 | +1 | New |
|
|
OMC
62
Old Mission Capital
Chicago,
Illinois
| – | -$1.77M | -37,676 | Closed |
|
|
63
Citadel Advisors
Miami,
Florida
| – | -$1.39M | -29,617 | Closed |
|
|
RG
64
Retirement Group
San Diego,
California
| – | -$15.3K | -325 | Closed |
|
SPYI Hedge Fund Activity: Q4 2023 in Review
61 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q4 2023, worth a combined $62.4M — up 99% from $31.4M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new SPYI positions and 3 closed out — a net gain of 34 holders — while 14 added to existing stakes and 6 trimmed.
The largest buyer was Gradient Investments, adding an estimated $8.54M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.77M sold.
- 61 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q4 2023, up from 28 in Q3 2023.
- Funds reported $62.4M of NEOS S&P 500 High Income ETF stock for Q4 2023, up 99% quarter-over-quarter.
- 37 funds opened new NEOS S&P 500 High Income ETF positions in Q4 2023 and 3 closed out, a net change of +34 holders.
- The largest NEOS S&P 500 High Income ETF buyer in Q4 2023 was Gradient Investments, an estimated $8.54M added.
- The largest NEOS S&P 500 High Income ETF seller in Q4 2023 was Old Mission Capital, an estimated $1.77M sold.
Based on aggregated 13F filings for Q4 2023.