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NEOS S&P 500 High Income ETF
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Overview Fund Activity

190 hedge funds and large institutions have $438M invested in NEOS S&P 500 High Income ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 92 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+23
Holders Change %
+13.77%
% of All Funds
2.58%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
43
Increased
92
Reduced
39
Closed
16
Calls
$1.52M
Puts
$3.84M
Net Calls
-$2.32M
Net Calls Change
-$3.44M

Top Buyers

1
LPL Financial
LPL Financial
California
+$22M
2
CWA
Cascade Wealth Advisors
Washington
+$5.42M
3
AFP
Ausdal Financial Partners
Iowa
+$5M
4
AAA
American Alpha Advisors
New York
+$4.24M
5
3AM
3EDGE Asset Management
Florida
+$3.91M

Top Sellers

1
GI
Gradient Investments
Minnesota
-$27M
2
PAG
Private Advisor Group
New Jersey
-$13.8M
3
Renaissance Technologies
Renaissance Technologies
New York
-$8.28M
4
CGA
Crescent Grove Advisors
Illinois
-$4.93M
5
BFA
Brown Financial Advisors
Ohio
-$3.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$952K -$1.34M -27,979 -58%
JWM
77
Jupiter Wealth Management
Colorado
$943K +$134K +2,700 +17%
KCFA
78
Key Client Fiduciary Advisors
New Jersey
$853K +$287K +5,995 +51%
TCM
79
Triumph Capital Management
Colorado
$819K +$31.4K +655 +4%
HI
80
Harbour Investments
Wisconsin
$817K +$813K +16,978 +22,943%
AWA
81
Arete Wealth Advisors
Illinois
$813K +$128K +2,679 +19%
DWM
82
Diversify Wealth Management
Utah
$801K +$232K +4,919 +41%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$800K +$111K +2,317 +16%
HCA
84
Heck Capital Advisors
Wisconsin
$780K +$113K +2,361 +17%
WCG
85
Weaver Consulting Group
California
$760K +$148K +3,100 +24%
CSP
86
Cary Street Partners
Virginia
$751K -$16.8K -350 -2%
MAM
87
Milestone Asset Management
Pennsylvania
$741K +$239K +4,992 +48%
SIM
88
Seaview Investment Managers
Florida
$735K +$212K +4,436 +41%
CA
89
CoreCap Advisors
Michigan
$669K +$68.2K +1,425 +11%
Mirae Asset Global Investments
90
Mirae Asset Global Investments
South Korea
$667K – – –
IA
91
IFP Advisors
Florida
$649K -$270K -5,637 -29%
IWM
92
IHT Wealth Management
Illinois
$639K +$141K +2,950 +28%
CFA
93
Camarda Financial Advisors
Florida
$631K -$69.7K -1,456 -10%
APA
94
Astoria Portfolio Advisors
New York
$623K +$623K +13,626 New
BAM
95
Belpointe Asset Management
Nevada
$620K +$620K +12,940 New
NW
96
NewEdge Wealth
Pennsylvania
$611K – – –
RFA
97
Reyes Financial Architecture
California
$592K -$261K -5,450 -31%
GVAG
98
Great Valley Advisor Group
Delaware
$561K +$296K +6,187 +112%
CGH
99
Crossmark Global Holdings
Texas
$558K +$558K +11,662 New
OAM
100
Oppenheimer Asset Management
New York
$555K +$555K +11,589 New
2 3
4
5 6