SPYI icon

NEOS S&P 500 High Income ETF

390 hedge funds and large institutions have $1.3B invested in NEOS S&P 500 High Income ETF in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 214 increasing their positions, 64 reducing their positions, and 26 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

11% more funds holding

Funds holding: 351390 (+39)

0.98% less ownership

Funds ownership: 17.06%16.08% (-0.98%)

3% less call options, than puts

Call options by funds: $15.2M | Put options by funds: $15.8M

Holders
390
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.2M
Puts
$15.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
76
Sowell Financial Services
Arkansas
$3.3M
MA
77
Mutual Advisors
Nebraska
$3.28M
PI
78
PFG Investments
New York
$3.27M
WIA
79
World Investment Advisors
California
$3.22M
OL
80
Owen LaRue
Kentucky
$3.16M
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$3.12M
AAS
82
Ameritas Advisory Services
Nebraska
$3.12M
MAM
83
Milestone Asset Management
Pennsylvania
$3.09M
AWA
84
Arete Wealth Advisors
Illinois
$3.08M
G
85
Gainplan
Michigan
$3.07M
HighTower Advisors
86
HighTower Advisors
Illinois
$2.97M
Osaic Holdings
87
Osaic Holdings
Arizona
$2.94M
TCM
88
Triumph Capital Management
Colorado
$2.92M
Truist Financial
89
Truist Financial
North Carolina
$2.84M
UW
90
Unique Wealth
Florida
$2.83M
AIM
91
Aspen Investment Management
Michigan
$2.81M
CSP
92
Cary Street Partners
Virginia
$2.77M
GFP
93
Guardian Financial Partners
California
$2.74M
SPC
94
Sigma Planning Corp
Michigan
$2.73M
IWM
95
IHT Wealth Management
Illinois
$2.69M
Mariner
96
Mariner
Kansas
$2.65M
3AM
97
3EDGE Asset Management
Florida
$2.65M
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$2.64M
FIA
99
Foundations Investment Advisors
Arizona
$2.6M
Principal Financial Group
100
Principal Financial Group
Iowa
$2.6M