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NEOS S&P 500 High Income ETF

232 hedge funds and large institutions have $588M invested in NEOS S&P 500 High Income ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 118 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.17% more ownership

Funds ownership: 14.26%14.43% (+0.17%)

51% less call options, than puts

Call options by funds: $2.77M | Put options by funds: $5.62M

Holders
232
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.77M
Puts
$5.62M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
76
Corient Private Wealth
Florida
$1.29M
CPL
77
CAP Partners LLC
Tennessee
$1.28M
PP
78
PDS Planning
Ohio
$1.25M
Truist Financial
79
Truist Financial
North Carolina
$1.23M
MAM
80
Milestone Asset Management
Pennsylvania
$1.22M
AWS
81
Atria Wealth Solutions
New York
$1.14M
JF
82
Jump Financial
Illinois
$1.13M
Bank of America
83
Bank of America
North Carolina
$1.11M
KWM
84
Kingsview Wealth Management
Oregon
$1.11M
SSWM
85
Sheets Smith Wealth Management
North Carolina
$1.11M
BWP
86
BlueStem Wealth Partners
Minnesota
$1.07M
IWM
87
IHT Wealth Management
Illinois
$1.06M
LFAS
88
Level Four Advisory Services
Texas
$1.04M
CAGAS
89
Capital Advisory Group Advisory Services
Minnesota
$1.01M
AFG
90
Atomi Financial Group
New York
$995K
DWM
91
Diversify Wealth Management
Utah
$980K
CB
92
Centennial Bank
Arkansas
$971K
IF
93
Intrua Financial
Texas
$960K
JWM
94
Jupiter Wealth Management
Colorado
$932K
KCFA
95
Key Client Fiduciary Advisors
New Jersey
$914K
RFA
96
Reyes Financial Architecture
California
$870K
CA
97
Claro Advisors
Massachusetts
$851K
TCM
98
Triumph Capital Management
Colorado
$833K
HCA
99
Heck Capital Advisors
Wisconsin
$819K
SIM
100
Seaview Investment Managers
Florida
$816K