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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

364% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 42

223% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 26

72% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $9.07M

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

31% more capital invested

Capital invested by funds: $884M → $1.16B (+$275M)

18% more funds holding

Funds holding: 297351 (+54)

0.5% more ownership

Funds ownership: 16.54%17.04% (+0.5%)

Holders
351
Holders Change
+54
Holders Change %
+18.18%
% of All Funds
4.27%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
84
Increased
195
Reduced
42
Closed
26
Calls
$15.6M
Puts
$9.07M
Net Calls
+$6.54M
Net Calls Change
+$6.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$4.13M +$1.69M +32,181 +69%
NFSG
52
Newbridge Financial Services Group
Florida
$4.08M +$770K +14,664 +23%
RA
53
RFG Advisory
Alabama
$4.05M +$643K +12,247 +19%
LCWP
54
Legacy Capital Wealth Partners
Arkansas
$4M +$218K +4,144 +6%
WA
55
Waverly Advisors
Alabama
$3.97M +$234K +4,455 +6%
CAGAS
56
Capital Advisory Group Advisory Services
Minnesota
$3.93M +$854K +16,266 +28%
FGA
57
Fortis Group Advisors
New Jersey
$3.8M +$3.46K +66 +0.1%
IAIM
58
International Assets Investment Management
Florida
$3.72M -$5.37M -102,215 -59%
IPAM
59
Investment Partners Asset Management
New Jersey
$3.71M +$3.7M +70,535 New
PIA
60
Perennial Investment Advisors
California
$3.7M +$823K +15,672 +29%
MA
61
Mutual Advisors
Nebraska
$3.54M +$697K +13,271 +25%
IA
62
IFG Advisory
Georgia
$3.45M -$53.2K -1,014 -2%
FA
63
FSA Advisors
Michigan
$3.44M +$1.24M +23,627 +57%
PI
64
PFG Investments
New York
$3.36M +$130K +2,485 +4%
GSIAS
65
Garden State Investment Advisory Services
New Jersey
$3.35M +$98.9K +1,883 +3%
AAS
66
Ameritas Advisory Services
Nebraska
$3.28M +$2.89M +55,013 +732%
UW
67
Unique Wealth
Florida
$2.98M +$444K +8,463 +18%
SFS
68
Sowell Financial Services
Arkansas
$2.97M +$2.97M +56,501 New
GFP
69
Guardian Financial Partners
California
$2.97M -$296K -5,645 -9%
AIM
70
Aspen Investment Management
Michigan
$2.93M +$1.67M +31,830 +133%
CSP
71
Cary Street Partners
Virginia
$2.92M +$2.32M +44,227 +389%
AWA
72
Arete Wealth Advisors
Illinois
$2.86M +$146K +2,778 +5%
PWM
73
Palacios Wealth Management
Florida
$2.78M -$2.77M -52,727 -50%
OL
74
Owen LaRue
Kentucky
$2.78M +$573K +10,905 +26%
TCM
75
Triumph Capital Management
Colorado
$2.75M -$8.29K -158 -0.3%