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NEOS S&P 500 High Income ETF
SPYI

Overview Fund Activity

231 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, 117 increasing their positions, 34 reducing their positions, and 18 closing their positions.

Holders
231
Holders Change
+41
Holders Change %
+21.58%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
63
Increased
117
Reduced
34
Closed
18
Calls
$2.77M
Puts
$5.62M
Net Calls
-$2.86M
Net Calls Change
-$538K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$91.7M
2
UBS Group
2
UBS Group
Switzerland
$22.6M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$10.4M
4
CWA
4
Cascade Wealth Advisors
Washington
$18.9M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.23M

Top Sellers

1
AAA
1
American Alpha Advisors
New York
$0
2
3AM
2
3EDGE Asset Management
Florida
$0
3
SCM
3
SCS Capital Management
Massachusetts
$0
4
SI
4
Stephens Inc
Arkansas
$0
5
IAS
5
Insigneo Advisory Services
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HI
101
Harbour Investments
Wisconsin
$801K 15,911 -1,141 -7%
CA
102
CoreCap Advisors
Michigan
$798K 15,867 +1,891 +14%
Raymond James Financial
103
Raymond James Financial
Florida
$785K 15,596 +15,596 New
TA
104
Tactive Advisors
Florida
$768K 15,257 +15,257 New
WEG
105
World Equity Group
Illinois
$752K 14,941 +8,522 +133%
CP
106
Capital Planning
Washington
$744K 14,793 +14,793 New
BCM
107
Brookstone Capital Management
Illinois
$711K 14,129 +8,804 +165%
Mirae Asset Global Investments
108
Mirae Asset Global Investments
South Korea
$704K 14,000 – –
MW
109
MBL Wealth
North Carolina
$704K 14,000 +9,000 +180%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$704K 14,000 +14,000 New
CFA
111
Camarda Financial Advisors
Florida
$704K 13,999 +833 +6%
WWA
112
WCG Wealth Advisors
Nevada
$700K 13,905 +13,905 New
LA
113
Latitude Advisors
Florida
$676K 13,437 +7,421 +123%
PAM
114
PVG Asset Management
Colorado
$662K 13,163 +13,163 New
IA
115
IFP Advisors
Florida
$654K 13,003 -552 -4%
NW
116
NewEdge Wealth
Pennsylvania
$650K 12,753 – –
GVAG
117
Great Valley Advisor Group
Delaware
$647K 12,858 +1,139 +10%
BAM
118
Belpointe Asset Management
Nevada
$641K 12,736 -204 -2%
OAM
119
Oppenheimer Asset Management
New York
$638K 12,675 +1,086 +9%
CGH
120
Crossmark Global Holdings
Texas
$615K 12,212 +550 +5%
KWA
121
Kingswood Wealth Advisors
California
$609K 12,107 +1,235 +11%
SAW
122
Signal Advisors Wealth
Michigan
$604K 12,003 +12,003 New
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$589K 11,715 +500 +4%
SIM
124
Stratos Investment Management
Ohio
$568K 11,282 +11,282 New
BIG
125
Brookwood Investment Group
Arizona
$552K 10,974 +3,517 +47%
3 4
5
6 7