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NEOS S&P 500 High Income ETF

297 hedge funds and large institutions have $884M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 150 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

479% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 14

241% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 44

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

48% more capital invested

Capital invested by funds: $596M → $884M (+$288M)

26% more funds holding

Funds holding: 235297 (+62)

1.91% more ownership

Funds ownership: 14.63%16.54% (+1.9%)

0% more call options, than puts

Call options by funds: $8.64M | Put options by funds: $8.61M

Holders
297
Holders Change
+62
Holders Change %
+26.38%
% of All Funds
3.9%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
81
Increased
150
Reduced
44
Closed
14
Calls
$8.64M
Puts
$8.61M
Net Calls
+$31K
Net Calls Change
+$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
76
Aptus Capital Advisors
Alabama
$2.06M -$79K -1,537 -4%
IC
77
IEQ Capital
California
$2.05M +$59.9K +1,166 +3%
USCWA
78
U.S. Capital Wealth Advisors
Texas
$2M +$52.9K +1,030 +3%
CIG
79
Cascade Investment Group
Colorado
$1.94M +$1.54K +30 +0.1%
MAM
80
Milestone Asset Management
Pennsylvania
$1.84M +$565K +10,991 +45%
KFS
81
Kaizen Financial Strategies
California
$1.83M +$1.8M +35,049 New
PW
82
Paladin Wealth
Minnesota
$1.81M +$126K +2,448 +8%
MSAM
83
Moloney Securities Asset Management
Missouri
$1.8M +$19.5K +379 +1%
HF
84
HRT Financial
New York
$1.68M +$1.65M +32,188 New
APA
85
Astoria Portfolio Advisors
New York
$1.67M +$233K +4,535 +17%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$1.67M +$918K +17,862 +128%
IAA
87
Independent Advisor Alliance
North Carolina
$1.66M -$817K -15,901 -33%
GFG
88
Grantvest Financial Group
New Jersey
$1.66M +$121K +2,362 +8%
JP Morgan Chase
89
JP Morgan Chase
New York
$1.63M +$1.58M +30,697 +6,449%
IWC
90
Integrated Wealth Concepts
Massachusetts
$1.58M +$57.6K +1,120 +4%
AWA
91
A4 Wealth Advisors
North Carolina
$1.54M +$1.52M +29,480 New
SCA
92
Snowden Capital Advisors
New York
$1.53M +$59.9K +1,165 +4%
FIA
93
Foundations Investment Advisors
Arizona
$1.5M +$1.24M +24,040 +523%
AFP
94
Alpha Financial Partners
Kentucky
$1.49M +$943K +18,346 +182%
BLC
95
Brown, Lisle/Cummings
Rhode Island
$1.47M -$50.1K -975 -3%
BWP
96
BlueStem Wealth Partners
Minnesota
$1.47M +$348K +6,775 +32%
LFAS
97
Level Four Advisory Services
Texas
$1.41M +$329K +6,402 +31%
CPL
98
CAP Partners LLC
Tennessee
$1.41M +$81.7K +1,590 +6%
PP
99
PDS Planning
Ohio
$1.41M +$109K +2,123 +9%
CB
100
Centennial Bank
Arkansas
$1.38M +$361K +7,032 +36%

SPYI Hedge Fund Activity: Q3 2025 in Review

297 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q3 2025, worth a combined $884M — up 48% from $596M a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SPYI positions and 14 closed out — a net gain of 67 holders — while 150 added to existing stakes and 44 trimmed.

The largest buyer was LPL Financial, adding an estimated $24.6M. The largest seller was Nations Financial Group, exiting entirely with an estimated $3.14M sold.

  • 297 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q3 2025, up from 235 in Q2 2025.
  • Funds reported $884M of NEOS S&P 500 High Income ETF stock for Q3 2025, up 48% quarter-over-quarter.
  • 81 funds opened new NEOS S&P 500 High Income ETF positions in Q3 2025 and 14 closed out, a net change of +67 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q3 2025 was LPL Financial, an estimated $24.6M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q3 2025 was Nations Financial Group, an estimated $3.14M sold.

Based on aggregated 13F filings for Q3 2025.