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NEOS S&P 500 High Income ETF

294 hedge funds and large institutions have $875M invested in NEOS S&P 500 High Income ETF in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 148 increasing their positions, 44 reducing their positions, and 14 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 in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

26% more funds holding

Funds holding: 233294 (+61)

1.92% more ownership

Funds ownership: 14.45%16.38% (+1.9%)

0% more call options, than puts

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

Holders
294
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.64M
Puts
$8.61M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IC
76
IEQ Capital
California
$2.05M
USCWA
77
U.S. Capital Wealth Advisors
Texas
$2M
CIG
78
Cascade Investment Group
Colorado
$1.94M
MAM
79
Milestone Asset Management
Pennsylvania
$1.84M
KFS
80
Kaizen Financial Strategies
California
$1.83M
PW
81
Paladin Wealth
Minnesota
$1.81M
MSAM
82
Moloney Securities Asset Management
Missouri
$1.8M
HF
83
HRT Financial
New York
$1.68M
APA
84
Astoria Portfolio Advisors
New York
$1.67M
Baird Financial Group
85
Baird Financial Group
Wisconsin
$1.67M
IAA
86
Independent Advisor Alliance
North Carolina
$1.66M
GFG
87
Grantvest Financial Group
New Jersey
$1.66M
JP Morgan Chase
88
JP Morgan Chase
New York
$1.63M
IWC
89
Integrated Wealth Concepts
Massachusetts
$1.58M
AWA
90
A4 Wealth Advisors
North Carolina
$1.54M
SCA
91
Snowden Capital Advisors
New York
$1.53M
FIA
92
Foundations Investment Advisors
Arizona
$1.5M
AFP
93
Alpha Financial Partners
Kentucky
$1.49M
BLC
94
Brown, Lisle/Cummings
Rhode Island
$1.47M
BWP
95
BlueStem Wealth Partners
Minnesota
$1.47M
LFAS
96
Level Four Advisory Services
Texas
$1.41M
CPL
97
CAP Partners LLC
Tennessee
$1.41M
PP
98
PDS Planning
Ohio
$1.41M
CB
99
Centennial Bank
Arkansas
$1.38M
SWA
100
Stratos Wealth Advisors
Ohio
$1.37M