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NEOS S&P 500 High Income ETF
SPYI

111 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, 56 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

522% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 9

322% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 9

110% more call options, than puts

Call options by funds: $612K | Put options by funds: $291K

80% more capital invested

Capital invested by funds: $120M → $216M (+$96.4M)

34% more funds holding

Funds holding: 83 → 111 (+28)

2.55% more ownership

Funds ownership: 11.54% → 14.08% (+2.5%)

Holders
111
Holders Change
+28
Holders Change %
+33.73%
% 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
56
Reduced
9
Closed
9
Calls
$612K
Puts
$291K
Net Calls
+$321K
Net Calls Change
+$321K

Top Buyers

Rank Fund Capital Flow
1
LJCM
Lee Johnson Capital Management
Texas
+$31.8M
2
LPL Financial
LPL Financial
California
+$10.7M
3
MML Investors Services
MML Investors Services
Massachusetts
+$5.1M
4
IAIM
International Assets Investment Management
Florida
+$4.91M
5
BCI
Brinker Capital Investments
Pennsylvania
+$3.94M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$607K
2
IAN
Integrated Advisors Network
Texas
-$400K
3
UBS Group
UBS Group
Switzerland
-$355K
4
AWM
Axxcess Wealth Management
California
-$327K
5
HighTower Advisors
HighTower Advisors
Illinois
-$308K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
51
Arete Wealth Advisors
Illinois
$630K +$46.5K +937 +8%
NW
52
NewEdge Wealth
Pennsylvania
$626K +$7.74K +156 +1%
MSAM
53
Moloney Securities Asset Management
Missouri
$591K +$29.8K +600 +5%
Millennium Management
54
Millennium Management
New York
$553K +$547K +11,026 New
IWC
55
Integrated Wealth Concepts
Massachusetts
$505K +$499K +10,065 New
Mirae Asset Global Investments
56
Mirae Asset Global Investments
South Korea
$502K +$496K +10,000 New
NFC
57
Northeast Financial Consultants
Connecticut
$489K +$483K +9,746 New
EM
58
ELCO Management
New York
$474K +$7.44K +150 +2%
AWM
59
Axxcess Wealth Management
California
$445K -$327K -6,588 -43%
Osaic Holdings
60
Osaic Holdings
Arizona
$437K +$427K +8,618 +8,618%
AAS
61
Avantax Advisory Services
Texas
$436K +$136K +2,736 +46%
MFS
62
Mattson Financial Services
Michigan
$415K +$411K +8,279 New
RA
63
RFG Advisory
Alabama
$396K +$77.3K +1,558 +25%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$390K +$385K +7,769 New
CA
65
CoreCap Advisors
Michigan
$380K +$255K +5,149 +212%
IFG
66
Independent Financial Group
California
$369K +$140K +2,819 +62%
PP
67
PDS Planning
Ohio
$361K +$357K +7,201 New
TCM
68
Traynor Capital Management
Pennsylvania
$332K +$8.28K +167 +3%
AFG
69
Atomi Financial Group
New York
$310K -$72.7K -1,465 -19%
KWA
70
Kingswood Wealth Advisors
California
$288K +$285K +5,748 New
IF
71
Intrua Financial
Texas
$281K +$278K +5,611 New
BFA
72
Brown Financial Advisors
Ohio
$279K +$276K +5,562 New
SWP
73
Stratos Wealth Partners
Ohio
$279K +$276K +5,560 New
DWM
74
Diversify Wealth Management
Utah
$269K +$281K +5,671 New
AAS
75
Ameritas Advisory Services
Nebraska
$261K +$496 +10 +0.2%
1 2
3
4 5

SPYI Hedge Fund Activity: Q2 2024 in Review

111 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q2 2024, worth a combined $216M — up 80% from $120M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SPYI positions and 9 closed out — a net gain of 29 holders — while 56 added to existing stakes and 9 trimmed.

The largest buyer was Lee Johnson Capital Management, opening a new position worth an estimated $31.8M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $607K sold.

  • 111 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q2 2024, up from 83 in Q1 2024.
  • Funds reported $216M of NEOS S&P 500 High Income ETF stock for Q2 2024, up 80% quarter-over-quarter.
  • 38 funds opened new NEOS S&P 500 High Income ETF positions in Q2 2024 and 9 closed out, a net change of +29 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q2 2024 was Lee Johnson Capital Management, an estimated $31.8M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q2 2024 was JP Morgan Chase, an estimated $607K sold.

Based on aggregated 13F filings for Q2 2024.