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NEOS S&P 500 High Income ETF

82 hedge funds and large institutions have $120M invested in NEOS S&P 500 High Income ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+21
Holders Change %
+34.43%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
37
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$256K +$256K +5,090 New
AAS
52
Ameritas Advisory Services
Nebraska
$252K +$679 +14 +0.3%
SOS
53
Silver Oak Securities
Tennessee
$240K -$179K -3,554 -43%
Citadel Advisors
54
Citadel Advisors
Florida
$210K +$210K +4,164 New
NA
55
NewEdge Advisors
Louisiana
$141K +$1.26K +25 +0.9%
HFS
56
HBC Financial Services
Washington
$134K +$134K +2,800 New
CP
57
Castleview Partners
Texas
$130K +$2.57K +51 +2%
CA
58
CoreCap Advisors
Michigan
$122K +$122K +2,430 New
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$109K +$4.71K +94 +5%
CIAS
60
Capital Investment Advisory Services
North Carolina
$79.1K +$36.8K +730 +87%
NFSG
61
Newbridge Financial Services Group
Florida
$71.1K +$50K +992 +236%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$68.4K +$52.2K +1,037 +324%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$54K +$54K +1,069 New
CFD
64
Creative Financial Designs
Indiana
$32.7K
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$26.1K +$26.1K +518 New
CA
66
Continuum Advisory
Idaho
$19.8K +$19.8K +401 New
CB
67
Centennial Bank
Arkansas
$15K +$15K +297 New
IA
68
IFP Advisors
Florida
$14.9K +$14.9K +295 New
TF
69
Tompkins Financial
New York
$10.1K
SS
70
Sunbelt Securities
Texas
$10.1K +$10.1K +200 New
VAG
71
VisionPoint Advisory Group
Texas
$9.47K +$755 +15 +9%
GWS
72
Glassman Wealth Services
Virginia
$8.06K +$8.06K +160 New
TAM
73
Tucker Asset Management
Colorado
$5.14K
Osaic Holdings
74
Osaic Holdings
Arizona
$5.04K -$12.6K -250 -71%
HCA
75
Heck Capital Advisors
Wisconsin
$2.62K