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NEOS S&P 500 High Income ETF

190 hedge funds and large institutions have $438M invested in NEOS S&P 500 High Income ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 92 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

2.56% less ownership

Funds ownership: 16.82%14.26% (-2.6%)

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
190
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.52M
Puts
$3.84M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Avantax Advisory Services
Texas
$1.73M
G
52
Gainplan
Michigan
$1.72M
MA
53
Mutual Advisors
Nebraska
$1.7M
IAS
54
Insigneo Advisory Services
Florida
$1.68M
HighTower Advisors
55
HighTower Advisors
Illinois
$1.67M
ACA
56
Aptus Capital Advisors
Alabama
$1.65M
PW
57
Paladin Wealth
Minnesota
$1.5M
AWM
58
Apollon Wealth Management
South Carolina
$1.48M
SWA
59
Stratos Wealth Advisors
Ohio
$1.45M
HAS
60
HBW Advisory Services
California
$1.39M
BLC
61
Brown, Lisle/Cummings
Rhode Island
$1.36M
Mariner
62
Mariner
Kansas
$1.36M
LJCM
63
Lee Johnson Capital Management
Texas
$1.36M
CA
64
Claro Advisors
Massachusetts
$1.34M
MSAM
65
Moloney Securities Asset Management
Missouri
$1.3M
Renaissance Technologies
66
Renaissance Technologies
New York
$1.27M
FWM
67
Fortress Wealth Management
California
$1.26M
GFG
68
Grantvest Financial Group
New Jersey
$1.23M
CPL
69
CAP Partners LLC
Tennessee
$1.17M
GIA
70
Gladstone Institutional Advisory
Florida
$1.11M
PP
71
PDS Planning
Ohio
$1.07M
CGA
72
Crescent Grove Advisors
Illinois
$1.06M
SSWM
73
Sheets Smith Wealth Management
North Carolina
$1.05M
FA
74
FSA Advisors
Michigan
$998K
BBP
75
Banco BTG Pactual
Brazil
$956K