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NEOS S&P 500 High Income ETF
SPYI

83 hedge funds and large institutions have $120M invested in NEOS S&P 500 High Income ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 6

363% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 8

92% more capital invested

Capital invested by funds: $62.4M → $120M (+$57.4M)

36% more funds holding

Funds holding: 61 → 83 (+22)

0.2% more ownership

Funds ownership: 11.33% → 11.54% (+0.2%)

Holders
83
Holders Change
+22
Holders Change %
+36.07%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
37
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$16.4M
2
Stifel Financial
Stifel Financial
Missouri
+$11.3M
3
UW
Unique Wealth
Florida
+$5.02M
4
Renaissance Technologies
Renaissance Technologies
New York
+$4.08M
5
ACA
Aptus Capital Advisors
Alabama
+$1.97M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.03M
2
GS
GTS Securities
New York
-$856K
3
Ameriprise
Ameriprise
Minnesota
-$490K
4
BRWA
B. Riley Wealth Advisors
Florida
-$215K
5
CIA
Compass Ion Advisors
Pennsylvania
-$209K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
76
Heck Capital Advisors
Wisconsin
$2.62K – – –
GIA
77
GHP Investment Advisors
Colorado
$2.52K +$2.37K +48 +2,400%
GRP
78
Global Retirement Partners
California
$2.06K +$2.02K +41 New
DFA
79
DHJJ Financial Advisors
Illinois
$1.11K – – –
Morgan Stanley
80
Morgan Stanley
New York
$286 +$148 +3 +150%
Wells Fargo
81
Wells Fargo
California
$120 -$8.73K -177 -99%
BCPWM
82
Bradley & Co Private Wealth Management
Florida
$50 – – –
Fidelity Investments
83
Fidelity Investments
Massachusetts
$50 +$49 +1 New
GS
84
GTS Securities
New York
– -$856K -17,767 Closed
Ameriprise
85
Ameriprise
Minnesota
– -$490K -10,161 Closed
BRWA
86
B. Riley Wealth Advisors
Florida
– -$215K -4,454 Closed
HGERS
87
Householder Group Estate & Retirement Specialist
Arizona
– -$91K -1,888 Closed
AAP
88
Arax Advisory Partners
Colorado
– -$2.22K -46 Closed
HI
89
Harbour Investments
Wisconsin
– -$994 -21 Closed
1 2 3
4

SPYI Hedge Fund Activity: Q1 2024 in Review

83 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q1 2024, worth a combined $120M — up 92% from $62.4M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SPYI positions and 6 closed out — a net gain of 22 holders — while 37 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $16.4M. The largest seller was Jane Street, cutting an estimated $5.03M.

  • 83 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q1 2024, up from 61 in Q4 2023.
  • Funds reported $120M of NEOS S&P 500 High Income ETF stock for Q1 2024, up 92% quarter-over-quarter.
  • 28 funds opened new NEOS S&P 500 High Income ETF positions in Q1 2024 and 6 closed out, a net change of +22 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q1 2024 was LPL Financial, an estimated $16.4M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q1 2024 was Jane Street, an estimated $5.03M sold.

Based on aggregated 13F filings for Q1 2024.