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NEOS S&P 500 High Income ETF

134 hedge funds and large institutions have $281M 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, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+24
Holders Change %
+21.82%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
69
Reduced
18
Closed
13
Calls
$1.39M
Puts
$2.96M
Net Calls
-$1.57M
Net Calls Change
-$1.89M
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$204K +$204K +3,981 New
CAG
102
Csenge Advisory Group
Florida
$202K +$202K +3,910 New
Morgan Stanley
103
Morgan Stanley
New York
$161K -$1.88M -36,720 -92%
IAIM
104
International Assets Investment Management
Florida
$155K +$152K +7,805,903 +5,382%
CP
105
Castleview Partners
Texas
$151K +$8.3K +162 +6%
MWM
106
MGB Wealth Management
Texas
$128K
CA
107
Continuum Advisory
Idaho
$127K +$106K +2,018 +503%
HGERS
108
Householder Group Estate & Retirement Specialist
Arizona
$117K +$117K +2,302 New
AWM
109
Atticus Wealth Management
Florida
$105K +$512 +10 +0.5%
HFS
110
HBC Financial Services
Washington
$102K +$4.81K +94 +5%
CFD
111
Creative Financial Designs
Indiana
$92.2K +$58.9K +1,150 +177%
HCA
112
Heck Capital Advisors
Wisconsin
$73.4K +$36.8K +719 +101%
MA
113
Montag & Associates
Georgia
$47.8K +$47.8K +934 New
NA
114
NewEdge Advisors
Louisiana
$44.6K
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$21K +$15.9K +314 +314%
PS
116
Principal Securities
Iowa
$18K +$7.78K +152 +76%
GWS
117
Glassman Wealth Services
Virginia
$16.9K +$1.54K +30 +10%
RCM
118
Raleigh Capital Management
North Carolina
$16.7K +$7.69K +150 +86%
Wells Fargo
119
Wells Fargo
California
$15.5K -$49.4K -964 -76%
RI
120
Ridgewood Investments
New Jersey
$15.4K +$15.4K +300 New
Fidelity Investments
121
Fidelity Investments
Massachusetts
$13.5K +$13.5K +264 New
GIA
122
GHP Investment Advisors
Colorado
$12.4K +$3.43K +67 +39%
PP
123
Pacifica Partners
Canada
$11.3K +$11.3K +221 New
GRP
124
Global Retirement Partners
California
$6.55K +$205 +4 +3%
MA
125
MCF Advisors
Kentucky
$5.94K +$5.94K +116 New