NEOS S&P 500 High Income ETF
SPYI
135 hedge funds and large institutions have $282M invested in NEOS S&P 500 High Income ETF in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 19 reducing their positions, and 13 closing their positions.
263% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 19
192% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 13
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
30% more capital invested
Capital invested by funds: $216M → $282M (+$65.3M)
22% more funds holding
Funds holding: 111 → 135 (+24)
20.61% more ownership
Funds ownership: 14.08% → 34.69% (+21%)
53% less call options, than puts
Call options by funds: $1.39M | Put options by funds: $2.96M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$393M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$71.6M |
| 3 |
BFA
Brown Financial Advisors
Milford,
Ohio
|
+$7.99M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.41M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJCM
Lee Johnson Capital Management
Fort Worth,
Texas
|
-$32.2M |
| 2 |
Renaissance Technologies
New York
|
-$4.65M |
| 3 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$3.4M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.47M |
| 5 |
UW
Unique Wealth
Clearwater,
Florida
|
-$1.93M |
SPYI Hedge Fund Activity: Q3 2024 in Review
135 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q3 2024, worth a combined $282M — up 30% from $216M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new SPYI positions and 13 closed out — a net gain of 25 holders — while 69 added to existing stakes and 19 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $393M. The largest seller was Lee Johnson Capital Management, exiting entirely with an estimated $32.2M sold.
- 135 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q3 2024, up from 111 in Q2 2024.
- Funds reported $282M of NEOS S&P 500 High Income ETF stock for Q3 2024, up 30% quarter-over-quarter.
- 38 funds opened new NEOS S&P 500 High Income ETF positions in Q3 2024 and 13 closed out, a net change of +25 holders.
- The largest NEOS S&P 500 High Income ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $393M added.
- The largest NEOS S&P 500 High Income ETF seller in Q3 2024 was Lee Johnson Capital Management, an estimated $32.2M sold.
Based on aggregated 13F filings for Q3 2024.