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NEOS S&P 500 High Income ETF

193 hedge funds and large institutions have $442M invested in NEOS S&P 500 High Income ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 17

141% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 39

14% more funds holding

Funds holding: 169193 (+24)

0% more capital invested

Capital invested by funds: $441M → $442M (+$1.45M)

2.47% less ownership

Funds ownership: 16.86%14.39% (-2.5%)

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
193
Holders Change
+24
Holders Change %
+14.2%
% of All Funds
2.59%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
44
Increased
94
Reduced
39
Closed
17
Calls
$1.52M
Puts
$3.84M
Net Calls
-$2.32M
Net Calls Change
-$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
101
Oppenheimer Asset Management
New York
$555K +$586K +11,589 New
CB
102
Centennial Bank
Arkansas
$540K +$79K +1,563 +16%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$537K +$270K +5,339 +91%
Envestnet Portfolio Solutions
104
Envestnet Portfolio Solutions
Illinois
$531K +$240K +4,755 +75%
NFC
105
Northeast Financial Consultants
Connecticut
$524K
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$522K +$547K +10,833 +16,414%
KWA
107
Kingswood Wealth Advisors
California
$521K +$138K +2,727 +33%
KWM
108
Kingsview Wealth Management
Oregon
$518K +$546K +10,808 New
IF
109
Intrua Financial
Texas
$517K +$126K +2,494 +30%
IWC
110
Integrated Wealth Concepts
Massachusetts
$515K -$64.3K -1,272 -11%
GWA
111
GGM Wealth Advisors
Maryland
$499K +$155K +3,060 +40%
MCC
112
Money Concepts Capital
Florida
$483K +$151K +2,998 +42%
WI
113
Westbourne Investments
Virginia
$471K -$219K -4,340 -31%
WH
114
Willner & Heller
California
$471K -$263K -5,199 -35%
Brown Advisory
115
Brown Advisory
Maryland
$467K +$69.2K +1,370 +16%
Wolverine Trading
116
Wolverine Trading
Illinois
$463K +$492K +9,735 New
EM
117
ELCO Management
New York
$461K +$2.53K +50 +0.5%
FHA
118
Flagship Harbor Advisors
Massachusetts
$441K +$139K +2,750 +43%
AAS
119
Ameritas Advisory Services
Nebraska
$396K +$4.35K +86 +1%
NFG
120
Nations Financial Group
Iowa
$370K +$390K +7,720 New
DC
121
Davenport & Co
Virginia
$359K -$162K -3,200 -30%
Bank of America
122
Bank of America
North Carolina
$359K +$159K +3,153 +73%
BIG
123
Brookwood Investment Group
Arizona
$357K +$377K +7,457 New
Creative Planning
124
Creative Planning
Kansas
$352K -$32.9K -652 -8%
QP
125
Quartz Partners
New York
$341K +$4.55K +90 +1%

SPYI Hedge Fund Activity: Q1 2025 in Review

193 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in NEOS S&P 500 High Income ETF (SPYI) for Q1 2025, worth a combined $442M — up 0.33% from $441M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SPYI positions and 17 closed out — a net gain of 27 holders — while 94 added to existing stakes and 39 trimmed.

The largest buyer was LPL Financial, adding an estimated $23.2M. The largest seller was Gradient Investments, cutting an estimated $28.5M.

  • 193 institutional investors held NEOS S&P 500 High Income ETF (SPYI) as of Q1 2025, up from 169 in Q4 2024.
  • Funds reported $442M of NEOS S&P 500 High Income ETF stock for Q1 2025, up 0.33% quarter-over-quarter.
  • 44 funds opened new NEOS S&P 500 High Income ETF positions in Q1 2025 and 17 closed out, a net change of +27 holders.
  • The largest NEOS S&P 500 High Income ETF buyer in Q1 2025 was LPL Financial, an estimated $23.2M added.
  • The largest NEOS S&P 500 High Income ETF seller in Q1 2025 was Gradient Investments, an estimated $28.5M sold.

Based on aggregated 13F filings for Q1 2025.