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NEOS S&P 500 High Income ETF

351 hedge funds and large institutions have $1.16B invested in NEOS S&P 500 High Income ETF in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 195 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

364% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 42

223% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 26

72% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $9.07M

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

31% more capital invested

Capital invested by funds: $884M → $1.16B (+$275M)

18% more funds holding

Funds holding: 297351 (+54)

0.5% more ownership

Funds ownership: 16.54%17.04% (+0.5%)

Holders
351
Holders Change
+54
Holders Change %
+18.18%
% of All Funds
4.27%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.18%
New
84
Increased
195
Reduced
42
Closed
26
Calls
$15.6M
Puts
$9.07M
Net Calls
+$6.54M
Net Calls Change
+$6.51M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$2.75M +$238K +4,534 +9%
APA
77
Astoria Portfolio Advisors
New York
$2.74M +$1.11M +21,183 +67%
FA
78
Fullerton Advisors
California
$2.65M +$2.65M +50,400 New
3AM
79
3EDGE Asset Management
Florida
$2.63M +$208K +3,967 +9%
AWM
80
AE Wealth Management
Kansas
$2.62M +$2.35M +44,782 +885%
SMC
81
Smith, Moore & Co
Missouri
$2.51M -$119K -2,261 -5%
G
82
Gainplan
Michigan
$2.46M +$362K +6,891 +17%
LA
83
Lifeworks Advisors
Michigan
$2.46M +$2.46M +46,805 New
Citadel Advisors
84
Citadel Advisors
Florida
$2.38M +$22.2K +422 +0.9%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$2.37M +$284K +5,417 +14%
BCM
86
Brookstone Capital Management
Illinois
$2.27M +$1.02M +19,508 +82%
Mariner
87
Mariner
Kansas
$2.26M -$177K -3,366 -7%
MAM
88
Milestone Asset Management
Pennsylvania
$2.24M +$389K +7,410 +21%
SPC
89
Sigma Planning Corp
Michigan
$2.14M +$1.64M +31,301 +336%
MCM
90
MAI Capital Management
Ohio
$2.12M +$2.09M +39,715 +6,110%
GFG
91
Grantvest Financial Group
New Jersey
$2.11M +$439K +8,357 +26%
IC
92
IEQ Capital
California
$2.1M +$41.4K +788 +2%
LJCM
93
Lee Johnson Capital Management
Texas
$2.08M +$2.08M +39,534 New
PW
94
Paladin Wealth
Minnesota
$2.06M +$239K +4,560 +13%
OC
95
Oppenheimer & Co
New York
$2.04M -$375K -7,138 -16%
USCWA
96
U.S. Capital Wealth Advisors
Texas
$2.02M +$7.09K +135 +0.4%
VCP
97
Verus Capital Partners
Arizona
$2.01M +$1.54M +29,384 +331%
JWCA
98
J.W. Cole Advisors
Florida
$2.01M +$580K +11,047 +18%
HF
99
HRT Financial
New York
$1.99M +$301K +5,733 +18%
Two Sigma Investments
100
Two Sigma Investments
New York
$1.94M -$14.4M -274,600 -88%