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NEOS S&P 500 High Income ETF

351 hedge funds and large institutions have $1.16B invested in NEOS S&P 500 High Income ETF in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 195 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.6M
Puts
$9.07M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$4.13M
NFSG
52
Newbridge Financial Services Group
Florida
$4.08M
RA
53
RFG Advisory
Alabama
$4.05M
LCWP
54
Legacy Capital Wealth Partners
Arkansas
$4M
WA
55
Waverly Advisors
Alabama
$3.97M
CAGAS
56
Capital Advisory Group Advisory Services
Minnesota
$3.93M
FGA
57
Fortis Group Advisors
New Jersey
$3.8M
IAIM
58
International Assets Investment Management
Florida
$3.72M
IPAM
59
Investment Partners Asset Management
New Jersey
$3.71M
PIA
60
Perennial Investment Advisors
California
$3.7M
MA
61
Mutual Advisors
Nebraska
$3.54M
IA
62
IFG Advisory
Georgia
$3.45M
FA
63
FSA Advisors
Michigan
$3.44M
PI
64
PFG Investments
New York
$3.36M
GSIAS
65
Garden State Investment Advisory Services
New Jersey
$3.35M
AAS
66
Ameritas Advisory Services
Nebraska
$3.28M
VCP
67
Verus Capital Partners
Arizona
$3.03M
UW
68
Unique Wealth
Florida
$2.98M
SFS
69
Sowell Financial Services
Arkansas
$2.97M
GFP
70
Guardian Financial Partners
California
$2.97M
AIM
71
Aspen Investment Management
Michigan
$2.93M
CSP
72
Cary Street Partners
Virginia
$2.92M
AWA
73
Arete Wealth Advisors
Illinois
$2.86M
PWM
74
Palacios Wealth Management
Florida
$2.78M
OL
75
Owen LaRue
Kentucky
$2.78M