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NEOS S&P 500 High Income ETF

348 hedge funds and large institutions have $1.15B invested in NEOS S&P 500 High Income ETF in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 193 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
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
NFSG
51
Newbridge Financial Services Group
Florida
$4.08M
RA
52
RFG Advisory
Alabama
$4.05M
LCWP
53
Legacy Capital Wealth Partners
Arkansas
$4M
WA
54
Waverly Advisors
Alabama
$3.97M
CAGAS
55
Capital Advisory Group Advisory Services
Minnesota
$3.93M
FGA
56
Fortis Group Advisors
New Jersey
$3.8M
IAIM
57
International Assets Investment Management
Florida
$3.72M
IPAM
58
Investment Partners Asset Management
New Jersey
$3.71M
PIA
59
Perennial Investment Advisors
California
$3.7M
MA
60
Mutual Advisors
Nebraska
$3.54M
IA
61
IFG Advisory
Georgia
$3.45M
FA
62
FSA Advisors
Michigan
$3.44M
PI
63
PFG Investments
New York
$3.36M
GSIAS
64
Garden State Investment Advisory Services
New Jersey
$3.35M
AAS
65
Ameritas Advisory Services
Nebraska
$3.28M
VCP
66
Verus Capital Partners
Arizona
$3.03M
UW
67
Unique Wealth
Florida
$2.98M
SFS
68
Sowell Financial Services
Arkansas
$2.97M
GFP
69
Guardian Financial Partners
California
$2.97M
AIM
70
Aspen Investment Management
Michigan
$2.93M
CSP
71
Cary Street Partners
Virginia
$2.92M
AWA
72
Arete Wealth Advisors
Illinois
$2.86M
PWM
73
Palacios Wealth Management
Florida
$2.78M
OL
74
Owen LaRue
Kentucky
$2.78M
TCM
75
Triumph Capital Management
Colorado
$2.75M