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NEOS S&P 500 High Income ETF

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

2.56% less ownership

Funds ownership: 16.82%14.26% (-2.6%)

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
190
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.52M
Puts
$3.84M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$952K
JWM
77
Jupiter Wealth Management
Colorado
$943K
KCFA
78
Key Client Fiduciary Advisors
New Jersey
$853K
TCM
79
Triumph Capital Management
Colorado
$819K
HI
80
Harbour Investments
Wisconsin
$817K
AWA
81
Arete Wealth Advisors
Illinois
$813K
DWM
82
Diversify Wealth Management
Utah
$801K
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$800K
HCA
84
Heck Capital Advisors
Wisconsin
$780K
WCG
85
Weaver Consulting Group
California
$760K
CSP
86
Cary Street Partners
Virginia
$751K
MAM
87
Milestone Asset Management
Pennsylvania
$741K
SIM
88
Seaview Investment Managers
Florida
$735K
CA
89
CoreCap Advisors
Michigan
$669K
Mirae Asset Global Investments
90
Mirae Asset Global Investments
South Korea
$667K
IA
91
IFP Advisors
Florida
$649K
IWM
92
IHT Wealth Management
Illinois
$639K
CFA
93
Camarda Financial Advisors
Florida
$631K
APA
94
Astoria Portfolio Advisors
New York
$623K
BAM
95
Belpointe Asset Management
Nevada
$620K
NW
96
NewEdge Wealth
Pennsylvania
$611K
RFA
97
Reyes Financial Architecture
California
$592K
GVAG
98
Great Valley Advisor Group
Delaware
$561K
CGH
99
Crossmark Global Holdings
Texas
$558K
OAM
100
Oppenheimer Asset Management
New York
$555K