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NEOS S&P 500 High Income ETF
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Overview Fund Activity

231 hedge funds and large institutions have $588M invested in NEOS S&P 500 High Income ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 117 increasing their positions, 34 reducing their positions, and 18 closing their positions.

Holders
231
Holders Change
+41
Holders Change %
+21.58%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
63
Increased
117
Reduced
34
Closed
18
Calls
$2.77M
Puts
$5.62M
Net Calls
-$2.86M
Net Calls Change
-$538K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$91.7M
2
UBS Group
2
UBS Group
Switzerland
$22.6M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$10.4M
4
CWA
4
Cascade Wealth Advisors
Washington
$18.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.23M

Top Sellers

1
AAA
1
American Alpha Advisors
New York
$0
2
3AM
2
3EDGE Asset Management
Florida
$0
3
SCM
3
SCS Capital Management
Massachusetts
$0
4
SI
4
Stephens Inc
Arkansas
$0
5
IAS
5
Insigneo Advisory Services
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
76
Corient Private Wealth
Florida
$1.29M 25,548 +25,548 New
CPL
77
CAP Partners LLC
Tennessee
$1.28M 25,394 +980 +4%
PP
78
PDS Planning
Ohio
$1.25M 24,805 +2,522 +11%
Truist Financial
79
Truist Financial
North Carolina
$1.23M 24,377 +4,508 +23%
MAM
80
Milestone Asset Management
Pennsylvania
$1.22M 24,157 +8,692 +56%
AWS
81
Atria Wealth Solutions
New York
$1.14M 22,606 -22,958 -50%
JF
82
Jump Financial
Illinois
$1.13M 22,492 +22,492 New
Bank of America
83
Bank of America
North Carolina
$1.11M 22,077 +14,586 +195%
KWM
84
Kingsview Wealth Management
Oregon
$1.11M 22,058 +11,250 +104%
SSWM
85
Sheets Smith Wealth Management
North Carolina
$1.11M 22,005 – –
BWP
86
BlueStem Wealth Partners
Minnesota
$1.07M 21,358 +21,358 New
IWM
87
IHT Wealth Management
Illinois
$1.06M 21,160 +7,812 +59%
LFAS
88
Level Four Advisory Services
Texas
$1.04M 20,596 +20,596 New
CAGAS
89
Capital Advisory Group Advisory Services
Minnesota
$1.01M 19,990 +19,990 New
AFG
90
Atomi Financial Group
New York
$995K 19,780 +12,938 +189%
DWM
91
Diversify Wealth Management
Utah
$980K 18,971 +2,008 +12%
CB
92
Centennial Bank
Arkansas
$971K 19,289 +8,013 +71%
IF
93
Intrua Financial
Texas
$960K 19,078 +8,290 +77%
JWM
94
Jupiter Wealth Management
Colorado
$932K 17,999 -1,000 -5%
KCFA
95
Key Client Fiduciary Advisors
New Jersey
$914K 18,164 +363 +2%
RFA
96
Reyes Financial Architecture
California
$870K 17,281 +4,922 +40%
CA
97
Claro Advisors
Massachusetts
$851K 16,918 -11,009 -39%
TCM
98
Triumph Capital Management
Colorado
$833K 16,547 -558 -3%
HCA
99
Heck Capital Advisors
Wisconsin
$819K 16,276 -6 -0%
SIM
100
Seaview Investment Managers
Florida
$816K 16,224 +867 +6%
2 3
4
5 6