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NEOS S&P 500 High Income ETF

193 hedge funds and large institutions have $442M invested in NEOS S&P 500 High Income ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 17

141% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 39

14% more funds holding

Funds holding: 169193 (+24)

0% more capital invested

Capital invested by funds: $441M → $442M (+$1.45M)

2.47% less ownership

Funds ownership: 16.86%14.39% (-2.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

60% less call options, than puts

Call options by funds: $1.52M | Put options by funds: $3.84M

Holders
193
Holders Change
+24
Holders Change %
+14.2%
% of All Funds
2.59%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
44
Increased
94
Reduced
39
Closed
17
Calls
$1.52M
Puts
$3.84M
Net Calls
-$2.32M
Net Calls Change
-$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
BBP
76
Banco BTG Pactual
Brazil
$956K +$1.01M +19,959 New
Truist Financial
77
Truist Financial
North Carolina
$952K -$1.41M -27,979 -58%
JWM
78
Jupiter Wealth Management
Colorado
$943K +$136K +2,700 +17%
KCFA
79
Key Client Fiduciary Advisors
New Jersey
$853K +$303K +5,995 +51%
TCM
80
Triumph Capital Management
Colorado
$819K +$33.1K +655 +4%
HI
81
Harbour Investments
Wisconsin
$817K +$858K +16,978 +22,943%
AWA
82
Arete Wealth Advisors
Illinois
$813K +$135K +2,679 +19%
DWM
83
Diversify Wealth Management
Utah
$801K +$249K +4,919 +41%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$800K +$117K +2,317 +16%
HCA
85
Heck Capital Advisors
Wisconsin
$780K +$119K +2,361 +17%
WCG
86
Weaver Consulting Group
California
$760K +$157K +3,100 +24%
CSP
87
Cary Street Partners
Virginia
$751K -$17.7K -350 -2%
MAM
88
Milestone Asset Management
Pennsylvania
$741K +$252K +4,992 +48%
SIM
89
Seaview Investment Managers
Florida
$735K +$224K +4,436 +41%
CA
90
CoreCap Advisors
Michigan
$669K +$72K +1,425 +11%
Mirae Asset Global Investments
91
Mirae Asset Global Investments
South Korea
$667K
IA
92
IFP Advisors
Florida
$649K -$285K -5,637 -29%
IWM
93
IHT Wealth Management
Illinois
$639K +$149K +2,950 +28%
CFA
94
Camarda Financial Advisors
Florida
$631K -$73.6K -1,456 -10%
APA
95
Astoria Portfolio Advisors
New York
$623K +$689K +13,626 New
BAM
96
Belpointe Asset Management
Nevada
$620K +$654K +12,940 New
NW
97
NewEdge Wealth
Pennsylvania
$611K
RFA
98
Reyes Financial Architecture
California
$592K -$275K -5,450 -31%
GVAG
99
Great Valley Advisor Group
Delaware
$561K +$313K +6,187 +112%
CGH
100
Crossmark Global Holdings
Texas
$558K +$589K +11,662 New

SPYI Hedge Fund Activity: Q1 2025 in Review

193 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q1 2025, worth a combined $442M — up 0.33% from $441M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SPYI positions and 17 closed out — a net gain of 27 holders — while 94 added to existing stakes and 39 trimmed.

The largest buyer was LPL Financial, adding an estimated $23.2M. The largest seller was Gradient Investments, cutting an estimated $28.5M.

  • 193 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q1 2025, up from 169 in Q4 2024.
  • Funds reported $442M of NEOS S&P 500 High Income ETF stock for Q1 2025, up 0.33% quarter-over-quarter.
  • 44 funds opened new NEOS S&P 500 High Income ETF positions in Q1 2025 and 17 closed out, a net change of +27 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q1 2025 was LPL Financial, an estimated $23.2M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q1 2025 was Gradient Investments, an estimated $28.5M sold.

Based on aggregated 13F filings for Q1 2025.