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NEOS S&P 500 High Income ETF
SPYI

169 hedge funds and large institutions have $441M invested in NEOS S&P 500 High Income ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 90 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 10

329% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 21

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

73% more call options, than puts

Call options by funds: $2.66M | Put options by funds: $1.53M

57% more capital invested

Capital invested by funds: $282M → $441M (+$159M)

25% more funds holding

Funds holding: 135 → 169 (+34)

17.83% less ownership

Funds ownership: 34.69% → 16.86% (-18%)

Holders
169
Holders Change
+34
Holders Change %
+25.19%
% of All Funds
2.23%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
45
Increased
90
Reduced
21
Closed
10
Calls
$2.66M
Puts
$1.53M
Net Calls
+$1.12M
Net Calls Change
+$2.69M

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$27.5M
2
SHFP
Second Half Financial Partners
Florida
+$23.5M
3
GI
Gradient Investments
Minnesota
+$22.4M
4
LPL Financial
LPL Financial
California
+$9.19M
5
MFS
Mattson Financial Services
Michigan
+$8.28M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$404M
2
Jane Street
Jane Street
New York
-$2.03M
3
SFS
Sowell Financial Services
Arkansas
-$1.39M
4
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$822K
5
TSS
Two Sigma Securities
New York
-$510K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
76
Heck Capital Advisors
Wisconsin
$707K +$647K +12,488 +871%
CIAS
77
Capital Investment Advisory Services
North Carolina
$705K +$509K +9,830 +243%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$687K +$700K +13,519 New
HAS
79
HBW Advisory Services
California
$683K -$29.4K -568 -4%
GFG
80
Grantvest Financial Group
New Jersey
$670K +$683K +13,178 New
WCG
81
Weaver Consulting Group
California
$649K +$662K +12,775 New
GIA
82
Gladstone Institutional Advisory
Florida
$649K -$9.32K -180 -1%
NW
83
NewEdge Wealth
Pennsylvania
$648K -$57.3K -1,106 -8%
CA
84
CoreCap Advisors
Michigan
$638K +$153K +2,958 +31%
SWP
85
Stratos Wealth Partners
Ohio
$617K +$285K +5,497 +83%
IWC
86
Integrated Wealth Concepts
Massachusetts
$611K +$82.3K +1,590 +15%
DWM
87
Diversify Wealth Management
Utah
$609K +$30.5K +588 +5%
KCFA
88
Key Client Fiduciary Advisors
New Jersey
$600K +$374K +7,226 +158%
NWM
89
Napa Wealth Management
California
$576K +$164K +3,174 +39%
NFC
90
Northeast Financial Consultants
Connecticut
$556K +$62K +1,198 +12%
SIM
91
Seaview Investment Managers
Florida
$555K +$566K +10,921 New
DC
92
Davenport & Co
Virginia
$544K -$51.8K -1,000 -9%
MAM
93
Milestone Asset Management
Pennsylvania
$532K +$542K +10,473 New
IWM
94
IHT Wealth Management
Illinois
$528K +$38.5K +743 +8%
LWL
95
Leo Wealth LLC
Texas
$502K -$1.35K -26 -0.3%
CB
96
Centennial Bank
Arkansas
$494K +$190K +3,677 +61%
EM
97
ELCO Management
New York
$487K – – –
WWS
98
Wellington Wealth Strategies
Indiana
$485K +$41.2K +796 New
Morgan Stanley
99
Morgan Stanley
New York
$474K +$320K +6,177 +196%
SSWM
100
Sheets Smith Wealth Management
North Carolina
$456K +$161K +3,105 +53%
2 3
4
5 6

SPYI Hedge Fund Activity: Q4 2024 in Review

169 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q4 2024, worth a combined $441M — up 57% from $282M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPYI positions and 10 closed out — a net gain of 35 holders — while 90 added to existing stakes and 21 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $27.5M. The largest seller was International Assets Investment Management, cutting an estimated $404M.

  • 169 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q4 2024, up from 135 in Q3 2024.
  • Funds reported $441M of NEOS S&P 500 High Income ETF stock for Q4 2024, up 57% quarter-over-quarter.
  • 45 funds opened new NEOS S&P 500 High Income ETF positions in Q4 2024 and 10 closed out, a net change of +35 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q4 2024 was Private Advisor Group, an estimated $27.5M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q4 2024 was International Assets Investment Management, an estimated $404M sold.

Based on aggregated 13F filings for Q4 2024.