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NEOS S&P 500 High Income ETF

190 hedge funds and large institutions have $438M invested in NEOS S&P 500 High Income ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 92 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

2.56% less ownership

Funds ownership: 16.82%14.26% (-2.6%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

60% less call options, than puts

Call options by funds: $1.52M | Put options by funds: $3.84M

Holders
190
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.52M
Puts
$3.84M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
101
Centennial Bank
Arkansas
$540K
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$537K
Envestnet Portfolio Solutions
103
Envestnet Portfolio Solutions
Illinois
$531K
NFC
104
Northeast Financial Consultants
Connecticut
$524K
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$522K
KWA
106
Kingswood Wealth Advisors
California
$521K
KWM
107
Kingsview Wealth Management
Oregon
$518K
IF
108
Intrua Financial
Texas
$517K
IWC
109
Integrated Wealth Concepts
Massachusetts
$515K
GWA
110
GGM Wealth Advisors
Maryland
$499K
MCC
111
Money Concepts Capital
Florida
$483K
WI
112
Westbourne Investments
Virginia
$471K
WH
113
Willner & Heller
California
$471K
Brown Advisory
114
Brown Advisory
Maryland
$467K
Wolverine Trading
115
Wolverine Trading
Illinois
$463K
EM
116
ELCO Management
New York
$461K
FHA
117
Flagship Harbor Advisors
Massachusetts
$441K
AAS
118
Ameritas Advisory Services
Nebraska
$396K
NFG
119
Nations Financial Group
Iowa
$370K
DC
120
Davenport & Co
Virginia
$359K
Bank of America
121
Bank of America
North Carolina
$359K
BIG
122
Brookwood Investment Group
Arizona
$357K
Creative Planning
123
Creative Planning
Kansas
$352K
QP
124
Quartz Partners
New York
$341K
US Bancorp
125
US Bancorp
Minnesota
$335K