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NEOS S&P 500 High Income ETF

83 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 28 funds opening new positions, 37 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 6

363% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 8

92% more capital invested

Capital invested by funds: $62.4M → $120M (+$57.4M)

36% more funds holding

Funds holding: 6183 (+22)

0.2% more ownership

Funds ownership: 11.33%11.54% (+0.2%)

Holders
83
Holders Change
+22
Holders Change %
+36.07%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
37
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$256K +$251K +5,090 New
AAS
52
Ameritas Advisory Services
Nebraska
$252K +$691 +14 +0.3%
SOS
53
Silver Oak Securities
Tennessee
$240K -$175K -3,554 -43%
IFG
54
Independent Financial Group
California
$229K +$224K +4,547 New
Citadel Advisors
55
Citadel Advisors
Florida
$210K +$205K +4,164 New
NA
56
NewEdge Advisors
Louisiana
$141K +$1.23K +25 +0.9%
HFS
57
HBC Financial Services
Washington
$134K +$138K +2,800 New
CP
58
Castleview Partners
Texas
$130K +$2.52K +51 +2%
CA
59
CoreCap Advisors
Michigan
$122K +$120K +2,430 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$109K +$4.64K +94 +5%
CIAS
61
Capital Investment Advisory Services
North Carolina
$79.1K +$36K +730 +87%
NFSG
62
Newbridge Financial Services Group
Florida
$71.1K +$48.9K +992 +236%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$68.4K +$51.2K +1,037 +324%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$54K +$52.7K +1,069 New
CFD
65
Creative Financial Designs
Indiana
$32.7K
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$26.1K +$25.6K +518 New
CA
67
Continuum Advisory
Idaho
$19.8K +$19.8K +401 New
CB
68
Centennial Bank
Arkansas
$15K +$14.7K +297 New
IA
69
IFP Advisors
Florida
$14.9K +$14.6K +295 New
TF
70
Tompkins Financial
New York
$10.1K
SS
71
Sunbelt Securities
Texas
$10.1K +$9.87K +200 New
VAG
72
VisionPoint Advisory Group
Texas
$9.47K +$740 +15 +9%
GWS
73
Glassman Wealth Services
Virginia
$8.06K +$7.89K +160 New
TAM
74
Tucker Asset Management
Colorado
$5.14K
Osaic Holdings
75
Osaic Holdings
Arizona
$5.04K -$12.3K -250 -71%

SPYI Hedge Fund Activity: Q1 2024 in Review

83 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q1 2024, worth a combined $120M — up 92% from $62.4M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SPYI positions and 6 closed out — a net gain of 22 holders — while 37 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $16.4M. The largest seller was Jane Street, cutting an estimated $5.03M.

  • 83 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q1 2024, up from 61 in Q4 2023.
  • Funds reported $120M of NEOS S&P 500 High Income ETF stock for Q1 2024, up 92% quarter-over-quarter.
  • 28 funds opened new NEOS S&P 500 High Income ETF positions in Q1 2024 and 6 closed out, a net change of +22 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q1 2024 was LPL Financial, an estimated $16.4M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q1 2024 was Jane Street, an estimated $5.03M sold.

Based on aggregated 13F filings for Q1 2024.