NEOS S&P 500 High Income ETF
SPYI
111 hedge funds and large institutions have $216M invested in NEOS S&P 500 High Income ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 9 reducing their positions, and 9 closing their positions.
522% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 9
322% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 9
110% more call options, than puts
Call options by funds: $612K | Put options by funds: $291K
80% more capital invested
Capital invested by funds: $120M → $216M (+$96.4M)
34% more funds holding
Funds holding: 83 → 111 (+28)
2.55% more ownership
Funds ownership: 11.54% → 14.08% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJCM
Lee Johnson Capital Management
Fort Worth,
Texas
|
+$31.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$10.7M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$5.1M |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$4.91M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$3.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$607K |
| 2 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
-$400K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$355K |
| 4 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$327K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$308K |
SPYI Hedge Fund Activity: Q2 2024 in Review
111 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q2 2024, worth a combined $216M — up 80% from $120M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new SPYI positions and 9 closed out — a net gain of 29 holders — while 56 added to existing stakes and 9 trimmed.
The largest buyer was Lee Johnson Capital Management, opening a new position worth an estimated $31.8M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $607K sold.
- 111 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q2 2024, up from 83 in Q1 2024.
- Funds reported $216M of NEOS S&P 500 High Income ETF stock for Q2 2024, up 80% quarter-over-quarter.
- 38 funds opened new NEOS S&P 500 High Income ETF positions in Q2 2024 and 9 closed out, a net change of +29 holders.
- The largest NEOS S&P 500 High Income ETF buyer in Q2 2024 was Lee Johnson Capital Management, an estimated $31.8M added.
- The largest NEOS S&P 500 High Income ETF seller in Q2 2024 was JP Morgan Chase, an estimated $607K sold.
Based on aggregated 13F filings for Q2 2024.