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NEOS S&P 500 High Income ETF
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Overview Fund Activity

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
Holders
190
Holders Change
+23
Holders Change %
+13.77%
% of All Funds
2.58%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
43
Increased
92
Reduced
39
Closed
16
Calls
$1.52M
Puts
$3.84M
Net Calls
-$2.32M
Net Calls Change
-$3.44M

Top Buyers

1
LPL Financial
LPL Financial
California
+$22M
2
CWA
Cascade Wealth Advisors
Washington
+$5.42M
3
AFP
Ausdal Financial Partners
Iowa
+$5M
4
AAA
American Alpha Advisors
New York
+$4.24M
5
3AM
3EDGE Asset Management
Florida
+$3.91M

Top Sellers

1
GI
Gradient Investments
Minnesota
-$27M
2
PAG
Private Advisor Group
New Jersey
-$13.8M
3
Renaissance Technologies
Renaissance Technologies
New York
-$8.28M
4
CGA
Crescent Grove Advisors
Illinois
-$4.93M
5
BFA
Brown Financial Advisors
Ohio
-$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$1.73M +$760K +15,867 +78%
G
52
Gainplan
Michigan
$1.72M -$571K -11,928 -25%
MA
53
Mutual Advisors
Nebraska
$1.7M +$1.7M +36,211 New
IAS
54
Insigneo Advisory Services
Florida
$1.68M +$259K +5,408 +18%
HighTower Advisors
55
HighTower Advisors
Illinois
$1.67M -$4.07K -85 -0.2%
ACA
56
Aptus Capital Advisors
Alabama
$1.65M -$277K -5,793 -14%
PW
57
Paladin Wealth
Minnesota
$1.5M -$660K -13,788 -31%
AWM
58
Apollon Wealth Management
South Carolina
$1.48M +$402K +8,395 +37%
SWA
59
Stratos Wealth Advisors
Ohio
$1.45M +$1.45M +30,190 New
HAS
60
HBW Advisory Services
California
$1.39M +$750K +15,662 +116%
BLC
61
Brown, Lisle/Cummings
Rhode Island
$1.36M +$25.1K +525 +2%
Mariner
62
Mariner
Kansas
$1.36M -$203K -4,231 -13%
LJCM
63
Lee Johnson Capital Management
Texas
$1.36M +$1.36M +28,398 New
CA
64
Claro Advisors
Massachusetts
$1.34M +$431K +8,990 +47%
MSAM
65
Moloney Securities Asset Management
Missouri
$1.3M +$379K +7,916 +41%
Renaissance Technologies
66
Renaissance Technologies
New York
$1.27M -$8.28M -173,000 -87%
FWM
67
Fortress Wealth Management
California
$1.26M -$94.2K -1,968 -7%
GFG
68
Grantvest Financial Group
New Jersey
$1.23M +$600K +12,529 +95%
CPL
69
CAP Partners LLC
Tennessee
$1.17M +$192K +4,002 +20%
GIA
70
Gladstone Institutional Advisory
Florida
$1.11M +$501K +10,464 +82%
PP
71
PDS Planning
Ohio
$1.07M +$94.2K +1,967 +10%
CGA
72
Crescent Grove Advisors
Illinois
$1.06M -$4.93M -102,976 -82%
SSWM
73
Sheets Smith Wealth Management
North Carolina
$1.05M +$624K +13,025 +145%
FA
74
FSA Advisors
Michigan
$998K +$758K +15,831 +316%
BBP
75
Banco BTG Pactual
Brazil
$956K +$956K +19,959 New
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