SPYI icon

NEOS S&P 500 High Income ETF

167 hedge funds and large institutions have $440M invested in NEOS S&P 500 High Income ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 89 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
167
Holders Change
+33
Holders Change %
+24.63%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
44
Increased
89
Reduced
21
Closed
10
Calls
$2.66M
Puts
$1.54M
Net Calls
+$1.12M
Net Calls Change
+$2.69M
Name Holding Trade Value Shares
Change
Shares
Change %
SI
51
Stephens Inc
Arkansas
$1.36M -$5.08K -100 -0.4%
Osaic Holdings
52
Osaic Holdings
Arizona
$1.35M +$756K +14,874 +128%
RA
53
RFG Advisory
Alabama
$1.26M +$723K +14,221 +135%
AWM
54
Apollon Wealth Management
South Carolina
$1.15M +$1.15M +22,578 New
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$1.14M +$1.14M +22,415 New
CPL
56
CAP Partners LLC
Tennessee
$1.04M +$74.8K +1,471 +8%
PP
57
PDS Planning
Ohio
$1.03M
AAS
58
Avantax Advisory Services
Texas
$1.03M +$622K +12,233 +153%
DC
59
Defender Capital
North Carolina
$1.02M +$1.02M +20,000 New
SWM
60
Spire Wealth Management
Virginia
$999K +$999K +19,666 New
MSAM
61
Moloney Securities Asset Management
Missouri
$977K +$335K +6,596 +52%
IA
62
IFP Advisors
Florida
$975K +$769K +15,140 +374%
CA
63
Claro Advisors
Massachusetts
$962K +$152K +2,994 +19%
RFA
64
Reyes Financial Architecture
California
$905K +$905K +17,809 New
WEG
65
World Equity Group
Illinois
$879K +$879K +17,294 New
TCM
66
Triumph Capital Management
Colorado
$836K -$23.5K -463 -3%
JWM
67
Jupiter Wealth Management
Colorado
$828K
CSP
68
Cary Street Partners
Virginia
$815K +$815K +16,032 New
WH
69
Willner & Heller
California
$764K -$101K -1,991 -12%
CFA
70
Camarda Financial Advisors
Florida
$743K +$37.1K +730 +5%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$731K +$731K +14,392 New
AWA
72
Arete Wealth Advisors
Illinois
$728K +$12.4K +244 +2%
WI
73
Westbourne Investments
Virginia
$721K +$721K +14,185 New
Mirae Asset Global Investments
74
Mirae Asset Global Investments
South Korea
$714K +$204K +4,000 +40%
HCA
75
Heck Capital Advisors
Wisconsin
$707K +$635K +12,488 +871%