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NEOS S&P 500 High Income ETF

288 hedge funds and large institutions have $867M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 147 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

24% more funds holding

Funds holding: 232288 (+56)

1.78% more ownership

Funds ownership: 14.44%16.22% (+1.8%)

0% more call options, than puts

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

Holders
288
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.64M
Puts
$8.61M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
76
U.S. Capital Wealth Advisors
Texas
$2M
CIG
77
Cascade Investment Group
Colorado
$1.94M
MAM
78
Milestone Asset Management
Pennsylvania
$1.84M
KFS
79
Kaizen Financial Strategies
California
$1.83M
PW
80
Paladin Wealth
Minnesota
$1.81M
MSAM
81
Moloney Securities Asset Management
Missouri
$1.8M
HF
82
HRT Financial
New York
$1.68M
APA
83
Astoria Portfolio Advisors
New York
$1.67M
Baird Financial Group
84
Baird Financial Group
Wisconsin
$1.67M
IAA
85
Independent Advisor Alliance
North Carolina
$1.66M
GFG
86
Grantvest Financial Group
New Jersey
$1.66M
JP Morgan Chase
87
JP Morgan Chase
New York
$1.63M
IWC
88
Integrated Wealth Concepts
Massachusetts
$1.58M
AWA
89
A4 Wealth Advisors
North Carolina
$1.54M
SCA
90
Snowden Capital Advisors
New York
$1.53M
FIA
91
Foundations Investment Advisors
Arizona
$1.5M
AFP
92
Alpha Financial Partners
Kentucky
$1.49M
BLC
93
Brown, Lisle/Cummings
Rhode Island
$1.47M
BWP
94
BlueStem Wealth Partners
Minnesota
$1.47M
LFAS
95
Level Four Advisory Services
Texas
$1.41M
CPL
96
CAP Partners LLC
Tennessee
$1.41M
PP
97
PDS Planning
Ohio
$1.41M
CB
98
Centennial Bank
Arkansas
$1.38M
SWA
99
Stratos Wealth Advisors
Ohio
$1.37M
Truist Financial
100
Truist Financial
North Carolina
$1.34M