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NEOS S&P 500 High Income ETF
SPYI

297 hedge funds and large institutions have $884M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 150 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

479% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 14

241% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 44

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

48% more capital invested

Capital invested by funds: $596M → $884M (+$288M)

26% more funds holding

Funds holding: 235 → 297 (+62)

1.91% more ownership

Funds ownership: 14.63% → 16.54% (+1.9%)

0% more call options, than puts

Call options by funds: $8.64M | Put options by funds: $8.61M

Holders
297
Holders Change
+62
Holders Change %
+26.38%
% of All Funds
3.9%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
81
Increased
150
Reduced
44
Closed
14
Calls
$8.64M
Puts
$8.61M
Net Calls
+$31K
Net Calls Change
+$2.89M

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$24.6M
2
HCM
Howard Capital Management
Georgia
+$21.2M
3
MFG
Merit Financial Group
Georgia
+$21.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$18M
5
MML Investors Services
MML Investors Services
Massachusetts
+$17.7M

Top Sellers

Rank Fund Capital Flow
1
NFG
Nations Financial Group
Iowa
-$3.14M
2
CWA
Cascade Wealth Advisors
Washington
-$2.42M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.65M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.11M
5
FWM
Fortress Wealth Management
California
-$958K
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
51
PFG Investments
New York
$3.22M -$169K -3,289 -5%
JWCA
52
J.W. Cole Advisors
Florida
$3.22M +$1.74M +33,761 +122%
BAM
53
Belpointe Asset Management
Nevada
$3.12M +$2.41M +46,837 +368%
CAGAS
54
Capital Advisory Group Advisory Services
Minnesota
$3.06M +$1.98M +38,572 +193%
HNWAG
55
High Net Worth Advisory Group
Florida
$3.03M +$209K +4,067 +8%
KWM
56
Kingsview Wealth Management
Oregon
$3M +$1.82M +35,381 +160%
HAS
57
HBW Advisory Services
California
$2.93M +$938K +18,248 +48%
PIA
58
Perennial Investment Advisors
California
$2.86M +$384K +7,462 +16%
MA
59
Mutual Advisors
Nebraska
$2.83M +$766K +14,899 +38%
TCM
60
Triumph Capital Management
Colorado
$2.75M +$1.85M +36,054 +218%
AWA
61
Arete Wealth Advisors
Illinois
$2.7M +$822K +15,996 +45%
SMC
62
Smith, Moore & Co
Missouri
$2.62M +$96.9K +1,885 +4%
AWM
63
Apollon Wealth Management
South Carolina
$2.55M +$188K +3,664 +8%
UW
64
Unique Wealth
Florida
$2.53M +$534K +10,397 +27%
HighTower Advisors
65
HighTower Advisors
Illinois
$2.5M +$343K +6,675 +16%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$2.43M +$197K +3,835 +9%
Mariner
67
Mariner
Kansas
$2.43M +$510K +9,920 +27%
3AM
68
3EDGE Asset Management
Florida
$2.41M +$2.37M +46,076 New
OC
69
Oppenheimer & Co
New York
$2.41M +$953K +18,538 +67%
Citadel Advisors
70
Citadel Advisors
Florida
$2.35M -$1.65M -32,169 -42%
OL
71
Owen LaRue
Kentucky
$2.19M +$41.2K +801 +2%
FA
72
FSA Advisors
Michigan
$2.19M +$327K +6,369 +18%
Corient Private Wealth
73
Corient Private Wealth
Florida
$2.14M +$790K +15,365 +60%
G
74
Gainplan
Michigan
$2.09M +$24.6K +479 +1%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$2.07M -$68.9K -1,340 -3%
1 2
3
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SPYI Hedge Fund Activity: Q3 2025 in Review

297 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q3 2025, worth a combined $884M — up 48% from $596M a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SPYI positions and 14 closed out — a net gain of 67 holders — while 150 added to existing stakes and 44 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.6M. The largest seller was Nations Financial Group, exiting entirely with an estimated $3.14M sold.

  • 297 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q3 2025, up from 235 in Q2 2025.
  • Funds reported $884M of NEOS S&P 500 High Income ETF stock for Q3 2025, up 48% quarter-over-quarter.
  • 81 funds opened new NEOS S&P 500 High Income ETF positions in Q3 2025 and 14 closed out, a net change of +67 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q3 2025 was LPL Financial, an estimated $24.6M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q3 2025 was Nations Financial Group, an estimated $3.14M sold.

Based on aggregated 13F filings for Q3 2025.