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NEOS S&P 500 High Income ETF
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Overview Fund Activity

134 hedge funds and large institutions have $281M invested in NEOS S&P 500 High Income ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+24
Holders Change %
+21.82%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
69
Reduced
18
Closed
13
Calls
$1.39M
Puts
$2.96M
Net Calls
-$1.57M
Net Calls Change
-$1.89M

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$90.8M
2
BFA
2
Brown Financial Advisors
Ohio
$8.42M
3
PAG
3
Private Advisor Group
New Jersey
$6.86M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$7.93M
5
Ameriprise
5
Ameriprise
Minnesota
$2.64M

Top Sellers

1
LJCM
1
Lee Johnson Capital Management
Texas
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$6.82M
3
CFA
3
Camarda Financial Advisors
Florida
$712K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
UW
5
Unique Wealth
Florida
$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$350K +$350K +6,826 New
AAS
77
Ameritas Advisory Services
Nebraska
$346K +$79.5K +1,551 +30%
SWP
78
Stratos Wealth Partners
Ohio
$341K +$55.7K +1,088 +20%
TRCT
79
Tower Research Capital (TRC)
New York
$340K +$338K +6,598 +21,284%
AWM
80
AE Wealth Management
Kansas
$328K +$328K +6,402 New
BAM
81
Belpointe Asset Management
Nevada
$313K +$313K +6,101 New
CB
82
Centennial Bank
Arkansas
$309K +$265K +5,172 +599%
US Bancorp
83
US Bancorp
Minnesota
$307K +$102K +1,990 +50%
KAS
84
Kestra Advisory Services
Texas
$306K -$1.47M -28,661 -83%
Creative Planning
85
Creative Planning
Kansas
$306K +$306K +5,967 New
NPFS
86
Novak & Powell Financial Services
Florida
$301K +$40K +780 +15%
SSWM
87
Sheets Smith Wealth Management
North Carolina
$301K +$301K +5,875 New
AFG
88
Atomi Financial Group
New York
$289K -$27.2K -530 -9%
GWA
89
GGM Wealth Advisors
Maryland
$289K +$289K +5,642 New
PA
90
PFG Advisors
Arizona
$279K +$28.1K +548 +11%
QP
91
Quartz Partners
New York
$278K +$278K +5,419 New
TCM
92
Traynor Capital Management
Pennsylvania
$269K -$69.8K -1,363 -21%
SWM
93
SeaCrest Wealth Management
New York
$263K +$263K +5,126 New
PIA
94
Perennial Investment Advisors
California
$253K +$253K +4,947 New
GVAG
95
Great Valley Advisor Group
Delaware
$249K +$249K +4,863 New
CWC
96
Carolinas Wealth Consulting
North Carolina
$245K – – –
KCFA
97
Key Client Fiduciary Advisors
New Jersey
$235K +$235K +4,580 New
ATPW
98
Ashton Thomas Private Wealth
Arizona
$227K +$227K +4,436 New
IA
99
IFP Advisors
Florida
$208K +$135K +2,638 +187%
CIAS
100
Capital Investment Advisory Services
North Carolina
$207K +$96.3K +1,880 +87%
2 3
4
5 6