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NEOS S&P 500 High Income ETF

193 hedge funds and large institutions have $442M invested in NEOS S&P 500 High Income ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 17

141% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 39

14% more funds holding

Funds holding: 169193 (+24)

0% more capital invested

Capital invested by funds: $441M → $442M (+$1.45M)

2.47% less ownership

Funds ownership: 16.86%14.39% (-2.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

60% less call options, than puts

Call options by funds: $1.52M | Put options by funds: $3.84M

Holders
193
Holders Change
+24
Holders Change %
+14.2%
% of All Funds
2.59%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
44
Increased
94
Reduced
39
Closed
17
Calls
$1.52M
Puts
$3.84M
Net Calls
-$2.32M
Net Calls Change
-$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$1.77M +$527K +10,422 +39%
AAS
52
Avantax Advisory Services
Texas
$1.73M +$802K +15,867 +78%
G
53
Gainplan
Michigan
$1.72M -$603K -11,928 -25%
MA
54
Mutual Advisors
Nebraska
$1.7M +$1.83M +36,211 New
IAS
55
Insigneo Advisory Services
Florida
$1.68M +$273K +5,408 +18%
HighTower Advisors
56
HighTower Advisors
Illinois
$1.67M -$4.29K -85 -0.2%
ACA
57
Aptus Capital Advisors
Alabama
$1.65M -$293K -5,793 -14%
PW
58
Paladin Wealth
Minnesota
$1.5M -$697K -13,788 -31%
AWM
59
Apollon Wealth Management
South Carolina
$1.48M +$424K +8,395 +37%
SWA
60
Stratos Wealth Advisors
Ohio
$1.45M +$1.53M +30,190 New
HAS
61
HBW Advisory Services
California
$1.39M +$791K +15,662 +116%
BLC
62
Brown, Lisle/Cummings
Rhode Island
$1.36M +$26.5K +525 +2%
Mariner
63
Mariner
Kansas
$1.36M -$214K -4,231 -13%
LJCM
64
Lee Johnson Capital Management
Texas
$1.36M +$1.44M +28,398 New
CA
65
Claro Advisors
Massachusetts
$1.34M +$454K +8,990 +47%
MSAM
66
Moloney Securities Asset Management
Missouri
$1.3M +$400K +7,916 +41%
Renaissance Technologies
67
Renaissance Technologies
New York
$1.27M -$8.74M -173,000 -87%
FWM
68
Fortress Wealth Management
California
$1.26M -$99.4K -1,968 -7%
GFG
69
Grantvest Financial Group
New Jersey
$1.23M +$633K +12,529 +95%
CPL
70
CAP Partners LLC
Tennessee
$1.17M +$202K +4,002 +20%
GIA
71
Gladstone Institutional Advisory
Florida
$1.11M +$529K +10,464 +82%
PP
72
PDS Planning
Ohio
$1.07M +$99.4K +1,967 +10%
CGA
73
Crescent Grove Advisors
Illinois
$1.06M -$5.2M -102,976 -82%
SSWM
74
Sheets Smith Wealth Management
North Carolina
$1.05M +$658K +13,025 +145%
FA
75
FSA Advisors
Michigan
$998K +$800K +15,831 +316%

SPYI Hedge Fund Activity: Q1 2025 in Review

193 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q1 2025, worth a combined $442M — up 0.33% from $441M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SPYI positions and 17 closed out — a net gain of 27 holders — while 94 added to existing stakes and 39 trimmed.

The largest buyer was LPL Financial, adding an estimated $23.2M. The largest seller was Gradient Investments, cutting an estimated $28.5M.

  • 193 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q1 2025, up from 169 in Q4 2024.
  • Funds reported $442M of NEOS S&P 500 High Income ETF stock for Q1 2025, up 0.33% quarter-over-quarter.
  • 44 funds opened new NEOS S&P 500 High Income ETF positions in Q1 2025 and 17 closed out, a net change of +27 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q1 2025 was LPL Financial, an estimated $23.2M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q1 2025 was Gradient Investments, an estimated $28.5M sold.

Based on aggregated 13F filings for Q1 2025.