SPYI icon

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
Holders
190
Holders Change
+23
Holders Change %
+13.77%
% of All Funds
2.58%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
43
Increased
92
Reduced
39
Closed
16
Calls
$1.52M
Puts
$3.84M
Net Calls
-$2.32M
Net Calls Change
-$3.44M
Name Holding Trade Value Shares
Change
Shares
Change %
CB
101
Centennial Bank
Arkansas
$540K +$74.9K +1,563 +16%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$537K +$256K +5,339 +91%
Envestnet Portfolio Solutions
103
Envestnet Portfolio Solutions
Illinois
$531K +$228K +4,755 +75%
NFC
104
Northeast Financial Consultants
Connecticut
$524K
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$522K +$519K +10,833 +16,414%
KWA
106
Kingswood Wealth Advisors
California
$521K +$131K +2,727 +33%
KWM
107
Kingsview Wealth Management
Oregon
$518K +$518K +10,808 New
IF
108
Intrua Financial
Texas
$517K +$119K +2,494 +30%
IWC
109
Integrated Wealth Concepts
Massachusetts
$515K -$60.9K -1,272 -11%
GWA
110
GGM Wealth Advisors
Maryland
$499K +$144K +3,060 +40%
MCC
111
Money Concepts Capital
Florida
$483K +$144K +2,998 +42%
WI
112
Westbourne Investments
Virginia
$471K -$208K -4,340 -31%
WH
113
Willner & Heller
California
$471K -$249K -5,199 -35%
Brown Advisory
114
Brown Advisory
Maryland
$467K +$65.6K +1,370 +16%
Wolverine Trading
115
Wolverine Trading
Illinois
$463K +$463K +9,735 New
EM
116
ELCO Management
New York
$461K +$2.39K +50 +0.5%
FHA
117
Flagship Harbor Advisors
Massachusetts
$441K +$132K +2,750 +43%
AAS
118
Ameritas Advisory Services
Nebraska
$396K +$4.34K +86 +1%
NFG
119
Nations Financial Group
Iowa
$370K +$370K +7,720 New
DC
120
Davenport & Co
Virginia
$359K -$153K -3,200 -30%
Bank of America
121
Bank of America
North Carolina
$359K +$151K +3,153 +73%
BIG
122
Brookwood Investment Group
Arizona
$357K +$357K +7,457 New
Creative Planning
123
Creative Planning
Kansas
$352K -$31.2K -652 -8%
QP
124
Quartz Partners
New York
$341K +$4.31K +90 +1%
US Bancorp
125
US Bancorp
Minnesota
$335K