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NEOS S&P 500 High Income ETF
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Overview Fund Activity

110 hedge funds and large institutions have $216M invested in NEOS S&P 500 High Income ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
110
Holders Change
+28
Holders Change %
+34.15%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
38
Increased
55
Reduced
9
Closed
9
Calls
$612K
Puts
$291K
Net Calls
+$321K
Net Calls Change
+$321K

Top Buyers

1
LJCM
1
Lee Johnson Capital Management
Texas
$32.2M
2
LPL Financial
2
LPL Financial
California
$33.7M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$5.15M
4
IAIM
4
International Assets Investment Management
Florida
$7.27M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$3.98M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
IAN
2
Integrated Advisors Network
Texas
$0
3
UBS Group
3
UBS Group
Switzerland
$0
4
AWM
4
Axxcess Wealth Management
California
$445K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$773K
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
51
Arete Wealth Advisors
Illinois
$630K 12,554 +937 +8%
NW
52
NewEdge Wealth
Pennsylvania
$626K 12,475 +156 +1%
MSAM
53
Moloney Securities Asset Management
Missouri
$591K 11,778 +600 +5%
Millennium Management
54
Millennium Management
New York
$553K 11,026 +11,026 New
IWC
55
Integrated Wealth Concepts
Massachusetts
$505K 10,065 +10,065 New
Mirae Asset Global Investments
56
Mirae Asset Global Investments
South Korea
$502K 10,000 +10,000 New
NFC
57
Northeast Financial Consultants
Connecticut
$489K 9,746 +9,746 New
EM
58
ELCO Management
New York
$474K 9,450 +150 +2%
AWM
59
Axxcess Wealth Management
California
$445K 8,865 -6,588 -43%
Osaic Holdings
60
Osaic Holdings
Arizona
$437K 8,718 +8,618 +8,618%
AAS
61
Avantax Advisory Services
Texas
$436K 8,699 +2,736 +46%
MFS
62
Mattson Financial Services
Michigan
$415K 8,279 +8,279 New
RA
63
RFG Advisory
Alabama
$396K 7,901 +1,558 +25%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$390K 7,769 +7,769 New
CA
65
CoreCap Advisors
Michigan
$380K 7,579 +5,149 +212%
PP
66
PDS Planning
Ohio
$361K 7,201 +7,201 New
TCM
67
Traynor Capital Management
Pennsylvania
$332K 6,617 +167 +3%
AFG
68
Atomi Financial Group
New York
$310K 6,172 -1,465 -19%
KWA
69
Kingswood Wealth Advisors
California
$288K 5,748 +5,748 New
IF
70
Intrua Financial
Texas
$281K 5,611 +5,611 New
BFA
71
Brown Financial Advisors
Ohio
$279K 5,562 +5,562 New
SWP
72
Stratos Wealth Partners
Ohio
$279K 5,560 +5,560 New
DWM
73
Diversify Wealth Management
Utah
$269K 5,671 +5,671 New
AAS
74
Ameritas Advisory Services
Nebraska
$261K 5,203 +10 +0.2%
NPFS
75
Novak & Powell Financial Services
Florida
$256K 5,100 +5,100 New
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