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NEOS S&P 500 High Income ETF
SPYI

169 hedge funds and large institutions have $441M invested in NEOS S&P 500 High Income ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 90 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 10

329% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 21

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

73% more call options, than puts

Call options by funds: $2.66M | Put options by funds: $1.53M

57% more capital invested

Capital invested by funds: $282M → $441M (+$159M)

25% more funds holding

Funds holding: 135 → 169 (+34)

17.83% less ownership

Funds ownership: 34.69% → 16.86% (-18%)

Holders
169
Holders Change
+34
Holders Change %
+25.19%
% of All Funds
2.23%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
45
Increased
90
Reduced
21
Closed
10
Calls
$2.66M
Puts
$1.53M
Net Calls
+$1.12M
Net Calls Change
+$2.69M

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$27.5M
2
SHFP
Second Half Financial Partners
Florida
+$23.5M
3
GI
Gradient Investments
Minnesota
+$22.4M
4
LPL Financial
LPL Financial
California
+$9.19M
5
MFS
Mattson Financial Services
Michigan
+$8.28M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$404M
2
Jane Street
Jane Street
New York
-$2.03M
3
SFS
Sowell Financial Services
Arkansas
-$1.39M
4
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$822K
5
TSS
Two Sigma Securities
New York
-$510K
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
51
Stephens Inc
Arkansas
$1.36M -$5.18K -100 -0.4%
Osaic Holdings
52
Osaic Holdings
Arizona
$1.35M +$770K +14,874 +128%
RA
53
RFG Advisory
Alabama
$1.26M +$737K +14,221 +135%
AWM
54
Apollon Wealth Management
South Carolina
$1.15M +$1.17M +22,578 New
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$1.14M +$1.16M +22,415 New
CPL
56
CAP Partners LLC
Tennessee
$1.04M +$76.2K +1,471 +8%
PP
57
PDS Planning
Ohio
$1.03M – – –
AAS
58
Avantax Advisory Services
Texas
$1.03M +$634K +12,233 +153%
DC
59
Defender Capital
North Carolina
$1.02M +$1.04M +20,000 New
SWM
60
Spire Wealth Management
Virginia
$999K +$1.02M +19,666 New
IFG
61
Independent Financial Group
California
$998K +$758K +14,631 +292%
MSAM
62
Moloney Securities Asset Management
Missouri
$977K +$342K +6,596 +52%
IA
63
IFP Advisors
Florida
$975K +$784K +15,140 +374%
CA
64
Claro Advisors
Massachusetts
$962K +$155K +2,994 +19%
RFA
65
Reyes Financial Architecture
California
$905K +$922K +17,809 New
WEG
66
World Equity Group
Illinois
$879K +$896K +17,294 New
TCM
67
Triumph Capital Management
Colorado
$836K -$24K -463 -3%
JWM
68
Jupiter Wealth Management
Colorado
$828K – – –
CSP
69
Cary Street Partners
Virginia
$815K +$830K +16,032 New
WH
70
Willner & Heller
California
$764K -$103K -1,991 -12%
CFA
71
Camarda Financial Advisors
Florida
$743K +$37.8K +730 +5%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$731K +$745K +14,392 New
AWA
73
Arete Wealth Advisors
Illinois
$728K +$12.6K +244 +2%
WI
74
Westbourne Investments
Virginia
$721K +$735K +14,185 New
Mirae Asset Global Investments
75
Mirae Asset Global Investments
South Korea
$714K +$207K +4,000 +40%
1 2
3
4 5

SPYI Hedge Fund Activity: Q4 2024 in Review

169 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q4 2024, worth a combined $441M — up 57% from $282M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPYI positions and 10 closed out — a net gain of 35 holders — while 90 added to existing stakes and 21 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $27.5M. The largest seller was International Assets Investment Management, cutting an estimated $404M.

  • 169 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q4 2024, up from 135 in Q3 2024.
  • Funds reported $441M of NEOS S&P 500 High Income ETF stock for Q4 2024, up 57% quarter-over-quarter.
  • 45 funds opened new NEOS S&P 500 High Income ETF positions in Q4 2024 and 10 closed out, a net change of +35 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q4 2024 was Private Advisor Group, an estimated $27.5M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q4 2024 was International Assets Investment Management, an estimated $404M sold.

Based on aggregated 13F filings for Q4 2024.