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NEOS S&P 500 High Income ETF

232 hedge funds and large institutions have $588M invested in NEOS S&P 500 High Income ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 118 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.17% more ownership

Funds ownership: 14.26%14.43% (+0.17%)

51% less call options, than puts

Call options by funds: $2.77M | Put options by funds: $5.62M

Holders
232
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.77M
Puts
$5.62M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
101
Harbour Investments
Wisconsin
$801K
CA
102
CoreCap Advisors
Michigan
$798K
Raymond James Financial
103
Raymond James Financial
Florida
$785K
TA
104
Tactive Advisors
Florida
$768K
WEG
105
World Equity Group
Illinois
$752K
CP
106
Capital Planning
Washington
$744K
BCM
107
Brookstone Capital Management
Illinois
$711K
Mirae Asset Global Investments
108
Mirae Asset Global Investments
South Korea
$704K
MW
109
MBL Wealth
North Carolina
$704K
Baird Financial Group
110
Baird Financial Group
Wisconsin
$704K
CFA
111
Camarda Financial Advisors
Florida
$704K
WWA
112
WCG Wealth Advisors
Nevada
$700K
LA
113
Latitude Advisors
Florida
$676K
PAM
114
PVG Asset Management
Colorado
$662K
IA
115
IFP Advisors
Florida
$654K
NW
116
NewEdge Wealth
Pennsylvania
$650K
GVAG
117
Great Valley Advisor Group
Delaware
$647K
BAM
118
Belpointe Asset Management
Nevada
$641K
OAM
119
Oppenheimer Asset Management
New York
$638K
CGH
120
Crossmark Global Holdings
Texas
$615K
KWA
121
Kingswood Wealth Advisors
California
$609K
SAW
122
Signal Advisors Wealth
Michigan
$604K
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$589K
SIM
124
Stratos Investment Management
Ohio
$568K
BIG
125
Brookwood Investment Group
Arizona
$552K